What are the responsibilities and job description for the Finance & Business Operations Lead position at Stagen Leadership Academy?
About the Company :
Stagen Leadership Academy partners with purpose-driven organizations to build leadership capacity that compounds over time. Since 1999, we have helped owners with indefinite-term time horizons increase their organizations' performance through continuous development. Our approach is rooted in awareness, choice, and responsibility, equipping leaders to fulfill their potential and create lasting impact. Through deep partnerships and structured programs, we help organizations develop leaders who think beyond the short term and act with wisdom, compassion, and courage.
Position Summary :
Stagen Leadership Academy is looking for a Finance & Business Operations Lead to join our dynamic and growing team. The Finance & Business Operations Lead will be responsible for supporting financial accounting, accounts receivable, accounts payable, and overall financial operations to ensure accuracy, compliance, and efficiency. This role will serve as the liaison with our outsourced accounting team, manage invoicing and expense approvals, and support budgeting, forecasting, and revenue cycle management. Additionally, the Finance & Business Operations Lead will track key financial metrics, analyze operational costs, and implement process improvements to enhance profitability. The ideal candidate will have strong attention to detail, excellent problem-solving skills, and experience working in a fast-paced environment. This role requires proficiency in financial software, including Salesforce and QuickBooks Online (QBO), and the ability to balance financial oversight with effective stakeholder communication. This position reports directly to the Manager of Business Operations, Sarah Windham.
Responsibilities : Financial Accounting
- Serve as the liaison with the outsourced accounting team, ensuring clear and efficient communication.
- Prepare accurate and timely monthly financial reports by conducting thorough audits of financial transactions, identifying discrepancies, and ensuring adherence to internal controls and best practices.
- Oversee the invoicing process to ensure accuracy, timeliness, and compliance with contractual terms. Collaborate with the enrollment team to facilitate contractor and client payment arrangements while working with delivery management to oversee all Delivery Work Orders (DWOs) across programs.
- Perform year-end reconciliations and complete all tasks on the annual checklist to ensure compliance and accuracy in financial reporting.
- Define and track key financial metrics, ensuring leadership has accurate, data-driven insights to guide business decisions.
- Analyze operational expenses to identify cost-saving opportunities and enhance profitability through strategic resource management.
- Work closely with external accounting teams to improve inventory tracking systems. Coordinate with Program Management to maintain accurate inventory records and ensure timely reporting to third-party accounting teams.
- Supervise the approval and coding of employee and contractor expenses, ensuring compliance with company policies and accounting standards.
- Monitor billable expenses, ensuring proper documentation and timely invoicing to clients for reimbursement.
- Maintain positive relationships with key financial institutions and stakeholders.
- Lead and support revenue cycle management, budgeting, forecasting, and month-end closing activities.
Accounts Receivable
Accounts Payable
Financial Operations
Required Qualifications :
Preferred Qualifications :
Disclaimer :
Stagen Leadership Academy is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities.