Finance Operations Manager

Finance Operations Manager

Location: New York City, NY (In-Office)

Salary Range: $80,000 $110,000

About LoanBud

LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners and entrepreneurs by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit.

Position Overview

LoanBud is seeking a hands-on Finance Operations Manager to own day-to-day finance operations and make them faster, cleaner, and more automated. This role will manage AR/AP, commissions and partner payouts, finance systems, month-end support, and financial reporting, while continuously improving processes using tools like QuickBooks Online, Bill.com/Ramp, Gusto, HubSpot/CRM, Zapier/Make, and AI assistants. You will work closely with leadership to ensure our revenue and payout flows (borrowers lenders LoanBud partners/LOs) are accurate and on time.

Key Responsibilities

Accounts Receivable (AR):

Own invoicing and collections for lenders/partners/borrowers as applicable.

Maintain AR aging and DSO targets; send statements and follow-ups.

Tie invoices back to deal data, closing reports, and lender statements.

Accounts Payable (AP):

Manage vendor onboarding, bill entry/coding, approval workflows, and payment runs.

Reconcile credit cards/expense platforms (Ramp/Bill.com) and maintain vendor files (W-9s, 1099 support).

Implement and enforce spend/approval policies.

Commissions & Partner Payouts:

Own the full commissions/payouts cycle for LOs, referral partners, and channel partners.

Build and maintain standardized compensation/commission models in Excel/Sheets.

Reconcile payouts against lender reports and internal CRM data; resolve discrepancies.

Create auditable documentation for each cycle.

Financial Systems & Automations:

Maintain and improve integrations between QBO, bill-pay/expense tools, payroll, and CRM.

Design and implement automations (Zapier/Make/AI) to reduce manual data entry and improve accuracy.

Evaluate new tools to streamline document intake (W-9s, ACH, partner onboarding packs).

Month-End Close & Reporting:

Support monthly close (AR/AP reconciliations, accruals, commission entries).

Produce operational finance reports for leadership (AR aging, payout summaries, per-lender economics).

Help standardize dashboards for loan volume, revenue, and partner performance.

Partner & Internal Onboarding:

Work with Partnerships to set up new partners in finance systems, configure payouts, and capture tax/banking info.

Keep SOPs, templates, and checklists current so onboarding is consistent and fast.

Process, Policy & Compliance:

Document all recurring finance processes in a central location (Notion/Drive).

Enforce approval thresholds and separation of duties appropriate for a lending/financial services environment.

Protect sensitive financial and borrower data; follow confidentiality and InfoSec guidelines.

Requirements

47 years of experience in finance operations, revenue operations, or accounting operations (fintech, lending, brokerage, or financial services a plus).

Strong working knowledge of QuickBooks Online (Advanced preferred) plus bill-pay/expense platforms (Bill.com, Ramp, or similar).

Proven experience building repeatable processes for AR/AP, commissions, and payouts.

Comfort working across multiple systems (CRM, payroll, accounting) and reconciling differences.

Hands-on ability with Excel/Google Sheets (VLOOKUP/XLOOKUP, pivots, data cleanup).

Interest in and exposure to automation/AI Zapier/Make, AI doc extraction, or similar.

Excellent organization, follow-through, and communication with internal and external stakeholders.

Nice to Have

Experience with SBA/mortgage/commercial lending flows.

Experience building dashboards (Looker Studio/Data Studio).

Payroll experience (Gusto/ADP) and basic HRIS integrations.

Location

This is an in-office position in New York City to support collaboration with Finance, Partnerships, and the CEO.

Compensation & Benefits

Compensation: Base salary $80k $110k, commensurate with experience.

Comprehensive health, dental, and vision insurance.

Generous paid time off to support work-life balance.

Competitive 401(k) plan with company matching.

Application Process

Interested candidates should submit a rsum and a short note describing: (1) an example of a finance process they automated (tool used, before/after), and (2) a time they found and fixed a commission/payout discrepancy.

Be Part of Our Growth Story

Join LoanBud and help us build a modern, automated finance function that scales with our lending and partner ecosystem. Your work will directly improve cash flow, partner satisfaction, and visibility for leadership and advance our mission to empower entrepreneurs to gain access to the capital they need to grow.