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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management, including budget preparation, reporting, and process improvement. Proficient in managing vendor contracts and compliance while ensuring accuracy in financial documentation and communication across departments.
Highest-signal resume keywords
Budget ManagementFinancial ReportingProcess ImprovementVendor ManagementInvestment Banking Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Budget Versus Actuals ReportingCost ModelingFinancial Data AnalysisInvoice ProcessingProcurement Authorization Processes
Soft Skills
Highly OrganizedDetail-OrientedStrong CommunicationIndependent WorkProcess-Minded
Tools & Technologies
RampQuickBooksFinancial Tools and Platforms
Industry Keywords
FinanceOperationsCorporate AdministrationR&D Tax CreditHealthcare-Operation Insurance
About the role
Key responsibilities & impact- Maintain an ongoing, dynamic budget review process
- Prepare and maintain budget-versus-actuals reporting and drive alignment with senior management
- Understand and report on weekly cash position
- Own the end-to-end Ramp workflow from draft invoice ingestion through approval-ready bill preparation
- Identify and implement process improvements to reduce manual work and accelerate the AP cycle
- Ensure invoices are clean, coded, and routed correctly
- Develop and maintain procurement authorization processes
- Manage vendor renewal calendars and review material contracts before auto-renewal
- Build cost models covering fixed and variable costs, contract terms, and payment structures
- Coordinate with legal counsel on vendor and consultant contracts
- Support the R&D tax credit process by gathering and organizing data and documentation
- Collect and maintain financial and operational data for investor reporting, tax filing, and compliance
- Complete corporate forms and filings, including banking relationship and payment processor changes
- Assist HR with corporate administration tasks such as address changes and entity-level updates
- Own business insurance applications, renewals, and policy management
- Manage healthcare-operation insurance requirements, including MSO/PC structure coverage
- Coordinate with brokers and carriers to maintain adequate and cost-effective coverage
- Report to the Director of Finance
Requirements
What you’ll need- 3–5 years of experience in finance, operations, or a finance-adjacent role, ideally at a startup or high-growth company
- 2 years of investment banking experience at a top financial institution or comparably rigorous program
- Highly organized and process-minded; builds systems rather than workarounds
- Comfortable owning a wide scope of work independently, with a bias toward action
- Detail-oriented with high standards for accuracy, especially in financial reporting and contracts
- Strong communicator able to work cross-functionally with legal, HR, and senior leadership
- Proficient with financial tools and platforms
- Familiarity with Ramp, QuickBooks, or similar systems is a plus
- Comfortable navigating ambiguity and building structure in a fast-moving environment
- Willingness to work on-site in New York City
Benefits
Comp & perks- Equity
- Health benefits
- Flexible PTO
- 12 weeks fully paid parental leave for all parents, regardless of gender or path to parenthood
