Finance & Operations Analyst

Netomi • Full-time • New York • 1m ago

Why This Job is Featured on The SaaS Jobs

This Finance & Operations Analyst role stands out in SaaS because it sits at the intersection of accounting rigor and operating cadence inside an AI platform selling into enterprise customer experience. In B2B SaaS, finance teams often act as the connective tissue between product-led realities (usage, renewals, implementation timelines) and stakeholder reporting, and this position is explicitly anchored in that translation layer through reporting and operational ownership.

From a SaaS career perspective, the work maps to core patterns seen across scaling software companies: tightening the month-end close, building repeatable AP/AR motions, and evolving reporting quality for external audiences. Exposure to GAAP, audit readiness, and cash-to-accrual shifts also develops a toolkit that transfers well across VC-backed environments where processes mature quickly and decision-making depends on clean, timely data.

The role is best suited to a finance professional who prefers hands-on ownership over narrow specialization and is comfortable switching between building processes and running them. It will fit someone who values close partnership with senior finance leadership and wants proximity to cross-functional planning without moving fully into FP&A or pure accounting.

The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.

Job Description

About the Company:

Netomi is the leading agentic AI platform for enterprise customer experience. We work with the largest global brands like Delta Airlines, MetLife, MGM, United, and others to enable agentic automation at scale across the entire customer journey. Our no-code platform delivers the fastest time to market, lowest total cost of ownership, and simple, scalable management of AI agents for any CX use case. Backed by WndrCo, Y Combinator, and Index Ventures, we help enterprises drive efficiency, lower costs, and deliver higher quality customer experiences.

Want to be part of the AI revolution and transform how the world’s largest global brands do business? Join us!

About the Role:

We’re a lean accounting team looking for a hands-on finance professional who can switch between build and operate modes and has strong startup exposure. You’ll own core accounting operations and enterprise-level reporting, partner closely with the VP, Finance & Operations, and work with our accountant on month-end close as well as own the AP/AR processes. This role is ideal for someone who thrives in ambiguity, can navigate cash-basis to accrual-basis shifts, and has superb attention to detail while moving fast. If you’re eager to learn and grow in finance and operations, read on.

Responsibilities

Prepare and manage monthly, quarterly, and annual financial reports for internal leadership and external stakeholders (investors, auditors, advisors). Maintain dashboards, variance analyses, and commentary.
Strong understanding of GAAP standards, prepare and support audit/diligence materials and respond to various investor reporting requests.
Own month-end close, AP/AR, cash-to-accrual, and board-level reporting in a lean accounting team; partner closely with the VP Finance & Ops.
Own financial dashboards, variance analysis, and insights to support business decision-making.
Work towards building a global headcount reporting structure and headcount reports as the company scales.
Work closely with the accountant facilitating a timely and accurate month-end close process.
Own Accounts Payable and Accounts Receivable processes end-to-end: invoicing, collections cadence, vendor setup/payments, policy/compliance hygiene.
Work closely with internal teams and external vendors to ensure timely closures and accuracy.
Drive process accuracy and cycle-time reduction; design controls that scale.
Support FP&A activities such as budgeting, forecasting, and cash flow management. Translate actuals to insights leaders can act on.
Help streamline and improve finance processes, controls and documentation as the company scales and shifts to accrual-based accounting methodology.
Partner across People Ops, Legal, Operations, and Leadership to align headcount, spend, and vendor plans with financial goals.

Requirement

5+ years of experience in finance/accounting roles, preferably in startup or high-growth environments.
Proven ability to operate in ambiguity and still deliver accurate, on-time outputs.
Demonstrated cash-basis and accrual-basis accounting fluency; comfortable with methodology shifts and explaining the “why.”
Hands-on experience managing AR/AP processes and month-end close experience; strong reconciliations and variance analysis.
Enterprise-level reporting skills (board/investor quality), impeccable attention to detail, and crisp documentation.
High ownership, learning mindset, and calm execution under changing priorities.
Keen desire for professional growth with a transparent and trustworthy approach.
Advanced Excel/Sheets; working knowledge of modern accounting/finance tools.
Systems hands-on familiarity: QBO, Ramp, Expensify.

Nice to Have

SaaS/VC-backed experience; familiarity with revenue drivers and usage/contract nuances.
Exposure to budgeting, forecasting, cash flow modeling, and KPI frameworks.
Comfort with today’s finance and accounting stacks and automation tools.

Netomi is an equal opportunity employer committed to diversity in the workplace. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, disability, veteran status, and other protected characteristics.