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
4–7 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 résumé 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.
