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Financial Operations

claylabs

Híbrido San Francisco
Finance

Job Score

90 pts
Hybrid model (+80) Finance (+10)

About Clay

Our mission is to help organizations turn any growth idea into reality.

We see growth as a creative practice, not a formula. Finding and reaching your best-fit customers takes unique ideas and constant iteration. As AI makes execution faster and tactics easier to copy, creativity is the only lasting advantage. We're already helping thousands of customers — including Anthropic, Notion, Google, and Ramp — go to market with unique data, signals, and AI research.

In 2025, we raised a $100M Series C backed by world-class investors including Sequoia, CapitalG, and First Round — and crossed $100M in revenue.

In 2026, we announced our second employee tender offer in 9 months at a new $5B valuation. We also launched a community equity round, for our customers, agency partners, and club members.

Some things to know about us:

  • Our community includes 11,000+ customers, 150+ integration partners, 125+ agencies, 50+ Clay clubs, and 30k members on Slack.

  • Our culture is unique inside and outside of work. Our team members are also DJs, activists, writers, clowns, marathoners, skydivers, psychedelic therapists, social workers, and more.

  • All employees can work for free with world-class coaches who specialize in creativity, management, and more.

  • Our operating principles — including negative maintenance and non-attached action — guide our work. Read more about them here.

  • Read about us in the NYT, Forbes, First Round Review, and more.

Hear from our employees directly on our Glassdoor page!

Financial Operations

Clay is looking for a Financial Operations hire to join our growing accounting team. This role will own the day to day accounting operations that keep our financial statements accurate and our business running smoothly, spanning accounts payable, cash management, and fixed assets. You will also serve as a key point of contact for employee requests and HR operations support, making this a role that blends technical accounting rigor with strong cross-functional service.

This is a great fit for someone who wants to build process and infrastructure at a fast-growing Series C company, working closely with the Controller and broader finance team as we scale our systems and controls (including our ongoing ERP transition to Campfire).

What You'll Do

Accounts Payable

  • Manage the full AP cycle, including invoice intake, coding, approval routing, and timely payment processing

  • Maintain vendor records and ensure proper documentation for audit readiness

  • Reconcile AP subledger to the general ledger monthly

  • Identify and resolve discrepancies with vendors and internal stakeholders

Cash Management

  • Perform daily cash monitoring and bank reconciliations across multiple entities and currencies

  • Support wire transfers and international payments, including coordination with banking partners

  • Maintain cash forecasting inputs and flag any liquidity concerns

  • Ensure proper segregation of duties and internal controls over cash disbursements

Fixed Assets

  • Maintain the fixed asset register, including additions, disposals, and depreciation schedules

  • Ensure proper capitalization policies are followed in accordance with company policy and US GAAP

  • Partner with Engineering and Workplace teams on asset tracking and physical verification

  • Support monthly and annual depreciation entries and reconciliations

Employee & HR Operations Support

  • Serve as a point of contact for employee expense reports, reimbursements, and related inquiries

  • Own day to day administration of Clay's corporate travel program, including booking tool support and vendor relationship management

  • Support payroll related accounting entries and reconciliations in partnership with the Payroll team

  • Assist with onboarding and offboarding processes as they relate to finance systems access and equipment

  • Collaborate with People Ops on policy questions that touch finance (travel, expense, equity related requests)

General Accounting

  • Prepare journal entries and supporting schedules for month end close

  • Contribute to the accuracy and timeliness of financial statements

  • Support internal and external audit requests with organized documentation

  • Identify opportunities to improve and automate existing processes, particularly as Clay continues its ERP implementation

What You'll Bring

  • 3 to 5 years of relevant accounting or financial operations experience, ideally in a high-growth SaaS or startup environment

  • Bachelor's degree in Accounting, Finance, or related field

  • Strong working knowledge of AP, cash reconciliation, and fixed asset accounting

  • Comfort operating in a fast-paced environment with evolving systems and processes

  • Excellent attention to detail and a service-oriented mindset when supporting internal stakeholders

  • Experience with modern finance tools (NetSuite, Rippling, Ramp, or similar) is a plus

  • CPA or progress toward CPA is a plus but not required

About Finance

The Finance area in technology companies combines traditional financial knowledge with advanced digital tools. FP&A, controlling, and corporate finance professionals are essential for the organization's financial health.

Key skills include financial modeling, metrics analysis (MRR, ARR, LTV, CAC), ERP (SAP, Oracle), and BI tools. Certifications like CFA and CPA-20 are differentiators.

The financial sector offers stable opportunities with competitive salaries, especially in fintechs and large technology companies.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Social Media

The Social Media area is one of the most dynamic and constantly evolving fields in digital marketing. Social media professionals are responsible for creating, managing, and optimizing brand presence on digital platforms, building engagement and community with the target audience.

Key skills include social media management (Instagram, TikTok, LinkedIn, Facebook, YouTube), social media content creation, community management, paid social media (Meta Ads, LinkedIn Ads, TikTok Ads), metrics analysis, and strategic planning. Tools like Hootsuite, Sprout Social, Buffer, Later, and analytics platforms are essential.

Social media professionals in technology companies are highly valued, especially those who master paid social, social media analytics, and content strategies for different platforms. The field offers opportunities from analyst to head of social media, with a focus on growth, engagement, and return on investment.

About Content Writer

The Content Writer is the professional responsible for creating quality written content for websites, blogs, social media, and other digital platforms. They combine writing skills with content strategy and SEO to attract, engage, and convert audiences.

Key skills include blog content creation, landing pages, newsletters, social media content, keyword research, content strategy, editorial calendar, and SEO writing. Knowledge of WordPress, Surfer SEO, Ahrefs, and analytics tools is a differentiator.

Content Writers in technology companies are highly valued, especially those who can create accessible technical content, evergreen content, and content that generates organic traffic. The field offers opportunities from junior content writer to head of content, with a focus on quality, strategy, and content performance.

About Account Manager

The Account Manager is the professional responsible for managing and expanding the relationship with clients after the sale. They act as a strategic partner, ensuring satisfaction, retention, and account growth, connecting client needs with company solutions.

Key skills include relationship management, negotiation, upsell and cross-sell, contract renewal, account planning, business reviews, metrics analysis (NPS, churn, LTV), and CRM knowledge (Salesforce, HubSpot). Communication, empathy, and business vision are fundamental differentiators.

Account Managers in technology and SaaS companies are highly valued, especially those who can increase recurring revenue (MRR/ARR) through account expansion and churn prevention. The field offers opportunities from account executive to director of accounts, with a focus on strategic relationship, revenue growth, and customer success.

About Data

The Data field has undergone a radical transformation with the rise of Generative AI. Data professionals are fundamental for evidence-based decision-making across all industries.

Key specializations include Data Engineering, Data Science, Business Intelligence, Machine Learning Engineering, and Analytics. Tools like SQL, Python, Spark, dbt, and cloud platforms (AWS, GCP, Azure) are essential.

The data market continues with high demand and salaries among the most competitive in the technology sector, with many remote work opportunities.

About Traffic Analyst

The Traffic Analyst (paid media/performance specialist) is the professional responsible for creating, managing, and optimizing sponsored ad campaigns on digital platforms such as Google Ads, Meta Ads, LinkedIn Ads, and TikTok Ads. They monitor conversion metrics, analyze return on investment (ROAS), perform A/B testing on ads and landing pages, and manage the marketing budget to maximize lead generation and qualified sales.

Career Guides

Technology Career Guide

Planning, skills, interviews, and professional growth in IT, Data Science, DevOps, and Product.

Read full guide →

Design Career Guide

UX/UI, Graphic Design, Product Design. Portfolio, tools, interviews, and growth in the Design field.

Read full guide →

Marketing Career Guide

SEO, Paid Media, Growth, Content Marketing. Certifications, tools, and strategies to grow in Digital Marketing.

Read full guide →

Finance Career Guide

Financial market, investments, corporate finance, certifications, and strategies to grow in the financial field.

Read full guide →

Communication Career Guide

Journalism, PR, Corporate Communication, Content Marketing, and Multimedia Production.

Read full guide →

Administration Career Guide

Business Management, HR, Logistics, Consulting, Project Management, and Entrepreneurship.

Read full guide →

Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

Read full guide →

Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

Read full guide →

Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

How to Build an Unbeatable Resume in 2026

At Mondywork, our engine analyzes hundreds of the best remote jobs daily. If there's one thing we've learned from observing the backend of elite recruiting platforms like Greenhouse, Ashby, and Workday, it's this: a good resume isn't the prettiest one; it's the most efficient one.

Many highly qualified professionals miss out on golden opportunities (and six-figure remote roles) simply because their resumes fail to communicate their value within seconds or get trapped in automated corporate filters.

To change that game, we've gathered the best market practices, rooted in data and the brightest minds in global recruiting.

1. The 7.4-Second Rule (The Skimming Test)

The biggest mistake candidates make is assuming the recruiter will read their resume like a book. The reality is much colder.

A famous study conducted by the career and recruiting firm Ladders, using eye-tracking technology, revealed that recruiters spend an average of only 7.4 seconds scanning a resume before deciding whether the candidate moves forward to the next round.

How to optimize your resume for the 7.4 seconds:

  • Clear Visual Hierarchy: Recruiters instinctively look for your Job Title, Current Company, and Dates of Employment. Make this information effortless to find.
  • Bullet Points Only: Never use large blocks of text. The human brain scans lists much more easily.
  • Focus on the Top Third: The top third of your resume (your professional summary and your most recent experience) is your "premium real estate." Your biggest selling points must live there.

2. Google's XYZ Formula for Experience

Most people describe what they did at work (their responsibilities). Recruiters want to know what you achieved (your results).

Laszlo Bock, former Senior Vice President of People Operations at Google, popularized the ultimate methodology for writing experience bullet points: The XYZ Formula.

The structure is simple and powerful:

"Accomplished [X] as measured by [Y], by doing [Z]."

  • Bad (Task-focused): "Wrote code for the payment platform."
  • Good (Result-focused): "Improved the speed of the payment platform."
  • The Google Standard (XYZ Formula): "Increased payment processing speed by 15% (X), reducing page load time by 1.2 seconds (Y), by refactoring the legacy API to Node.js (Z)."

Pro Tip: Whether you're in Digital Marketing, Design, or Tech, use hard metrics. Talk about conversion percentages, cost reductions, active user growth, or hours saved.

3. Beat the Bots: ATS Optimization

Over 99% of Fortune 500 companies and a vast majority of tech startups use ATS (Applicant Tracking Systems). These are software programs that read and filter resumes before a human ever lays eyes on them.

Austin Belcak, founder of Cultivated Culture and employability expert, analyzed over 125,000 resumes and found that complex formatting is the number one enemy of getting hired.

How to pass the ATS filter:

  • Ditch the Canvas (mostly): Resumes with dual columns, skill progress bars (e.g., "70% in JavaScript"), and graphic icons frequently confuse bots, which extract text in a jumbled mess.
  • Use a Linear Format: A simple Word or Google Docs document, saved as a PDF, with single-column formatting (reading top to bottom) is the safest template in the world.
  • Keyword Mirroring: ATS software runs on keywords. Read the job description on Mondywork and ensure the required hard skills (e.g., React, SEO, Figma, Agile) are explicitly written on your resume.

4. The Professional Summary (Your Elevator Pitch)

The traditional "Objective" statement ("Looking for an opportunity to grow within the company") is dead. Today, what works is the Executive Summary.

Use 3 or 4 lines at the very top of your resume to define who you are, your core specialty, and your biggest career win.

Example: "Mid-level Front-end Developer with 4 years of experience in e-commerce. Specialist in React and performance optimization (Web Vitals), with a proven track record of increasing mobile checkout conversion rates by 20%."

🚀 Ready to test your new Resume?

Now that your resume is optimized for the competitive US market and entirely focused on results, it's time to put it in play.

At Mondywork, our engine curates the best remote Tech, Design, and Digital Marketing opportunities from top companies every single day.

👉 [Insert Home page link here] and sign up for our Job Alerts. Be the first to apply to high-paying remote roles before anyone else!