Oct, 2022 - Present • 3 yrs 11 mos - Full time
• Lead finance operations and cross-functional workflows, partnering with the CFO and Revenue/People Ops teams; drive KPI reporting and process improvement across HubSpot, CaptivateIQ, and automation tools (Zapier/Zoho Flow).
• Own payment plan operations and customer billing across Maxio/Chargify, Stripe/SamCart, and financing/payment tools; resolve escalations and reduce failed payments.
• Owned day-to-day bookkeeping, weekly AP runs, and monthly reconciliations across bank, credit card, and payment processor accounts; supported month-end close.
• Ran bi-monthly payroll in Gusto, maintained accurate employee records, and administered monthly commissions in CaptivateIQ (imports, validations, adjustments); partnered with People Ops and Sales/Finance on reporting.
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Degree: Bachelors - Accounting •  Aug, 2019 – May, 2021
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