Finance Automation Lead

The role

This person will own the order-to-cash process and lead finance automation across the Finance team. They will manage billing, collections, and cash conversion while building AI-powered workflows to automate finance tasks like reconciliations and reporting.

What you will do

• Own the collections strategy and the AR balance
• Run a weekly cash review with Finance leadership
• Resolve billing questions, disputes, and past-due balances with Sales and customers
• Identify root causes of late cash and drive fixes with Sales, Ops, and Product
• Oversee and coach collections analysts in the Philippines
• Establish and maintain the credit approval process
• Build AI agents and workflows for collections and outreach
• Map manual workflows and manage an automation backlog
• Build and deploy AI/LLM-powered agents for finance tasks
• Automate procure-to-pay, spend workflows, and cash reporting

Required qualifications

• Recent, demonstrable experience building AI/LLM-powered or agentic workflows
• Working knowledge of core finance processes and ERP connection
• Strong quantitative and problem-solving skills with advanced Excel/Google Sheets
• Experience with workflow automation or integration tools (e.g., Workato, Zapier, n8n, Make) or APIs
• Experience leading or developing people, including remote or offshore teams
• Confidence working directly with customers and Sales on billing and collection issues

Nice to have

• Experience in AR, billing, collections, or broader finance operations
• Familiarity with systems such as NetSuite, Upflow, Salesforce, or VMS and procurement portals
• Familiarity with internal controls, SOX, or supporting external audits

Benefits

• Medical, dental, and vision plans
• Flexible paid time off
• At least 8 paid company holidays annually
• Phone stipend
• Commuter stipend
• Supplemental pay on qualified leaves
• Employee health savings accounts (HSA) contribution
• Flexible spending plans
• 401K plan
• Perkspot - discount program through Lumity

About the company

Instawork is an AI-powered labor marketplace that connects skilled hourly professionals with local businesses. The company aims to create meaningful economic opportunities and scale businesses through its platform.