Financial Operations Lead at Foratravel

Foratravel

New York City·2d ago

LeadFull-timeRustGoAI

Salary Range

$114,750 - $155,250 /year

Estimated

This salary is estimated based on similar roles. The actual salary may vary.

About the Role

Fora is seeking a Financial Operations Lead to help build and scale operational systems that ensure advisor payouts are accurate, timely, and trusted. This role owns complex workflows within Financial Operations and operates at the intersection of operations and product execution.

Key Responsibilities

→Own and operate critical Financial Operations workflows that directly impact advisor payout accuracy and timeliness, with primary ownership over variance operations
→Design and manage the end-to-end variance resolution system, including prioritization, routing, escalation, and resolution
→Build, document, and continuously improve SOPs across variance and adjacent Financial Ops processes to increase accuracy, efficiency, and scalability
→Partner with Product and Engineering to automate variance workflows and reduce manual operational effort over time
→Work closely with Accounts Receivable to streamline cross-team workflows and handoffs for faster issue resolution
→Define, track, and analyze operational KPIs related to variance

Requirements

✓3–5 years of experience in management consulting or in an operations role at a high-growth startup
✓Experience building, implementing, and improving operational processes
✓Strong analytical and data-oriented skill set, with experience using metrics to drive decisions
✓Demonstrated ability to operate independently and take ownership in ambiguous environments
✓Strong problem-solving, prioritization, and decision-making skills
✓Clear verbal communication skills and comfort working cross-functionally
✓Highly organized, resourceful, and metrics-driven working style
✓Able to work in the U.S. and currently based in NYC or willing to relocate