Job Description

Job Description

Job Description

Who are we?

Optimized Payments is the only fintech firm purpose-built to find and unlock value wherever it resides in our portfolio's payment ecosystem. We've assembled a team with deep expertise across payments specialties to develop a proprietary analytics platform that finds actionable insights. We are an Atlanta based 17-year-old, and growing, company looking for talented individuals who want to grow with us.

Our client portfolio includes Fortune 500 firms such as Apple, Staples, Safeway, Priceline, AutoNation, and the U.S. Postal Service.

Who are you?

Are you a strategic mastermind and part organizational guru looking to join a fintech? Look no further! Optimized Payments is seeking a highly motivated and experienced Finance and Operations Manager to join our growing team.

OP is seeking an innovative and dedicated individual committed to both serving our customers and having fun! Driven, with an entrepreneurial spirit and a heart for fintech. We're looking for someone who wants to make a significant impact on the Company, Clients, and your Career. At Optimized Payments, our people embrace these qualities, so if this sounds like you then please read on!

The Role:

The Finance and Operations Manager will oversee financial operations, optimize processes, and support strategic decision-making through detailed financial insights. The ideal candidate will have hands-on experience with Microsoft Dynamics 365 (or Business Central), expertise in managing expense management tools such as Ramp, and a passion for operational excellence in a fast-paced SaaS environment. This role will report to the CEO.

While this is a hybrid position based in Atlanta, you will have the opportunity to work remote primarily.

Responsibilities:

• Strategic Financial Planning
• Support the preparation of financial forecasts, budgets, and cash flow projections. Identify opportunities for cost optimization and implement process improvements to enhance financial performance. Report Key Performance Indicators at monthly management meetings. Policy Development and Maintenance
• Draft, review, and update company policies and procedures to ensure clarity and compliance. Maintain an organized and accessible repository of policies in Confluence for company-wide use. Collaboration and Compliance
• Work closely with Optimized Payments' accounting firm to ensure accurate financial reporting, tax compliance, and audit readiness. Act as a key point of contact for internal teams on financial operations and budget inquiries. Equity Management
• Utilize Carta for managing equity plans, cap table administration, and ensuring accurate record-keeping and compliance with equity-related policies and reporting requirements. Supplier Invoicing Portals
• Collaborate with suppliers using invoicing platforms such as Ariba, Coupa, and Bill.com to ensure timely and accurate transactions.

Skills and Qualifications:

Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA is a plus. 5+ years of experience in financial management or operations, preferably in a SaaS or technology-driven environment. Proficiency in Microsoft Dynamics 365 (or Business Central) is required. Strong analytical and strategic planning skills. Proven track record of process improvement and financial system implementation. Excellent interpersonal and communication skills with a collaborative mindset.

What we offer:

For Full-time Optimized Payments employees, we're offering the following benefits and perks

• Competitive salary and benefits package.
• Stock Options
• 401(K) Plan
• Flexible Discretionary PTO + Paid Holidays
• Opportunity to be part of a dynamic, fast-growing company that will double in size in two years.
• Hybrid work environment with flexibility to work from home 3 days a week.
• A collaborative and inclusive company culture where your ideas are valued.
• Free onsite covered parking and access to a full gym with showers.

Employment Equity

Optimized Payments strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by provincial and/or federal law. Accommodations for candidates with disabilities are available on request during all aspects of the recruitment and selection process. If accommodation is needed during the recruitment and selection process, please contact us and we will work with you to meet your accessibility needs.

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