Finance Systems Consultant

Togetherhood connects schools with after school enrichment providers. As we prepare for the 2025–26 school year, we are upgrading our financial infrastructure to support cleaner operations, faster payouts, and better financial visibility.

We’re seeking a systems-focused finance consultant to lead the design and implementation of a new accounts receivable (A/R) process. We are also developing a materials reimbursement system internally, which may be added to the scope later as a distinct, lighter project phase.

This engagement will begin with a focused implementation of a new A/R system. Additional work streams may be added as follow-on phases depending on the success of the A/R implementation.

We are currently managing invoicing and collections manually through Quick Books Online, and this process is becoming increasingly inefficient and error-prone at our current scale. The consultant will lead the evaluation and implementation of an A/R platform to:

• Replace manual invoicing with a scalable system that integrates with Quick Books Online and/or Hub Spot
• Ensure timely invoicing and automated follow-ups for overdue payments
• Enable school partners to view all outstanding invoices in one place and submit payment easily (via check, ACH, wire, or credit card—with optional credit card fee passthrough)
• Support penalty logic and flexible terms for late payment
• Align with school and district workflows (e.g., PO generation,  or other A/P platforms)
• Ensure our intake and onboarding processes capture all necessary billing information upfront
• Scale to support up to 1,000 enterprise school partners as we grow

The consultant will recommend and configure a platform (e.g., Glean, Tesorio, or equivalent) and define intake workflows, templates, and documentation for long-term ownership by our internal ops and finance teams.

If the A/R system implementation is successful and well-integrated, we may engage the consultant for additional work streams related to payment attribution, bookkeeping structure, and other financial operations. These will be scoped separately as extensions to the core engagement.

• Fully implemented and documented A/R system
• SOPs for invoicing, collections, and intake workflows
• Documentation to support long-term internal management of the system

• 5+ years in finance systems, accounting ops, or fractional CFO work
• Strong implementation experience with Stripe, Quick Books, Hub Spot, A/R automation platforms
• Familiarity with two-sided marketplaces or education operations
• Able to deliver both strategic systems thinking and tactical execution

Please send:

• A short overview of your relevant experience
• Tools/platforms you’ve implemented
• Your timeline availability
• Your hourly or fixed-rate pricing expectations