Business Operations Lead

The role

You will build and maintain spreadsheet models for accounts receivable aging, invoice accuracy and collections tracking. You will investigate billing discrepancies and work with Location Managers and internal teams to fix invoices at the source.

What you will do

• Build, test and refine spreadsheet-based models for AR aging, invoice accuracy and collections tracking, with Senior Manager of Revenue Operations
• Maintain these models as business needs change
• Use complex formulas, pivot tables and Google Apps Script automation to reduce manual work
• Investigate gaps between invoiced amounts and contract or pricing data to find root causes
• Work with Location Managers and internal teams to resolve billing discrepancies and correct invoices
• Flag at-risk accounts early and support collections outreach throughout the AR lifecycle
• Adapt invoice formats and reports to customer or district requirements
• Produce and send regular AR aging and reconciliation reports to Revenue Operations leadership
• Find recurring sources of invoice error and recommend process changes
• Apply AI tools with clear business logic to speed up reconciliation and modeling

Required qualifications

• 5+ years in financial or business operations analysis, revenue operations, billing operations or a related analytical role
• Advanced spreadsheet skills: complex formulas, nested functions and pivot tables in Excel and/or Google Sheets
• Strong understanding of financial and accounting concepts, especially invoicing, billing and accounts receivable
• Exceptional attention to detail and a strong drive to find and resolve data discrepancies
• Strong written and verbal communication skills
• Highly process-driven, able to build, document and maintain repeatable workflows
• Strong quantitative skills with analytical rigor
• Ability to manage multiple priorities and deadlines in a fast-paced, high-growth environment
• Comfort using AI tools for well-defined business logic and workflows

Nice to have

• Bachelor's degree in Business, Finance, Accounting or a related field
• Familiarity with Google Apps Script automation

Benefits

• Medical
• Dental
• Vision
• 401(k)
• Holidays
• Wellness
• Vacation
• Equity or commissions may be included

Before you apply

• Only local candidates in the Redwood Shores, CA area will be considered

About the company

Zūm is a mass mobility company whose Connected Mobility Experience (Zūm CMX) system is used by more than 7,500 schools. The company is backed by Sequoia Capital, GIC, TPG and Softbank.