Finance Operations Lead; Finance Ops Lead

About Rox

Rox is building the AI-native revenue operating system for modern go-to-market teams. Backed by Sequoia, GV, and General Catalyst, we work with ambitious companies to replace fragmented CRM workflows with intelligent, autonomous systems that actually drive outcomes.

We are a fast-moving Series A company (~75 people) operating at the intersection of data, AI, and real revenue execution. We care deeply about technical rigor, customer truth, and building systems that scale with clarity.

Rox Finance is a lean, high-ownership team responsible for keeping the company financially disciplined while enabling fast growth. Our goal is to build increasingly more operating rhythm over time—tightening spend controls, improving close readiness, and building scalable processes that make decision-making faster and more reliable as we grow.

This Finance Ops Lead role is a foundational hire on that journey. You’ll sit at the center of day-to-day execution across the company, partnering with budget owners and cross-functional teams (People, Legal, IT/Security) while helping shape the finance operating system we’ll scale with.

Rox is hiring a Finance Operations Lead to own the day-to-day finance engine that keeps spend moving quickly and compliantly. Beyond running operational workflows, you’ll use analysis and lightweight modeling to identify spend leakage, optimize vendor decisions, and improve how we scale finance. You’ll run the internal workflows that sit in front of accounting —vendor onboarding, purchasing/approvals routing, corporate cards and reimbursements, invoice intake, and the controls and documentation that make our close fast and audit-ready.

This role is ops-first: most days are hands-on execution (routing approvals, resolving exceptions, keeping queues moving). Alongside that, you’ll apply strong spreadsheet modeling skills to targeted, ops-linked analyses that improve decision-making and reduce friction (not full forecasting ownership).

• Run vendor onboarding (W-9/W-8 collection, vendor setup, bank detail verification, change controls).
• Manage invoice intake and bill pay workflow: routing, approver follow-up, required documentation, and exceptions.
• Own corporate card and expense program administration (policy enforcement, receipt compliance, issue resolution).
• Manage employee reimbursements: approvals, exception handling, and clear employee support.
• Support vendor and contract decisions with lightweight models (tiering, seat growth, prepay vs monthly, volume discounts).
• Maintain a renewals/commitments tracker and quantify upcoming cash and budget impacts.

• Build lightweight models to evaluate vendor/contract tradeoffs (tiering, seat growth, prepay vs monthly, volume discounts) and support spend decisions.
• Analyze spend and workflow data to identify leakage/bottlenecks and quantify impact (cycle times, exception rates, policy compliance), then drive fixes.
• Partner with the Head of Finance on one-off analyses by turning messy data into clear assumptions and recommendations (not full forecasting ownership).

• Implement and continuously improve spend controls (approval matrix, thresholds, segregation of duties, audit trail).
• Standardize purchasing processes (intake forms, PO-like approvals, documentation standards).
• Maintain clean master data (vendors, departments, coding guardrails in partnership with accounting).
• Build and monitor Finance Ops metrics (cycle times, queue aging, compliance rates) and use them to drive continuous improvement.
• Identify spend leakage and policy gaps via trend analysis (out-of-policy spend, duplicate vendors, missing receipts) and implement fixes.
• Own finance SOPs, training, FAQs, and the “how we do things” documentation.

• Triage daily inbound requests from employees and vendors (Slack/email/ticketing).
• Coordinate with People Ops, Sales, IT/Security, and budget owners to unblock onboarding and purchasing.
• Drive responsiveness: clear SLAs for approvals, reimbursements, new customer setup, and…