The Finance & Operations Analyst will manage accounting operations, financial reporting, and AP/AR processes, while supporting FP&A activities and collaborating with various internal teams to drive financial accuracy.
About the Company:
Netomi is the leading agentic AI platform for enterprise customer experience. We work with the largest global brands like Delta Airlines, MetLife, MGM, United, and others to enable agentic automation at scale across the entire customer journey. Our no-code platform delivers the fastest time to market, lowest total cost of ownership, and simple, scalable management of AI agents for any CX use case. Backed by WndrCo, Y Combinator, and Index Ventures, we help enterprises drive efficiency, lower costs, and deliver higher quality customer experiences.
Want to be part of the AI revolution and transform how the world’s largest global brands do business? Join us!
About the Role:
We’re a lean finance team looking for a hands-on Finance Operations professional early in their career who can switch between build and operate modes in a fast-moving startup environment. You will own the day-to-day financial operations and accounting execution of the company while partnering closely with the VP of Finance & Operations.
This is a high-ownership, execution-focused role centred on accounting accuracy, clean closes, and scalable foundational finance processes. This is not a data, BI, or business analytics position. Success is measured by timely and accurate closes, well-supported financials, and strong operational hygiene — not by building analytical models or dashboards.
This role is ideal for someone with 3–6 years of experience who thrives in ambiguity, enjoys rolling up their sleeves, and is eager to learn and grow across finance and operations in a scaling SaaS company.
Responsibilities
- Own accounts payable and accounts receivable end-to-end, including invoicing, collections cadence, vendor setup, payments, and compliance hygiene.
- Own and support the monthly, quarterly, and annual close process, ensuring accuracy, completeness, and timeliness.
- Prepare financial statements and close packages for leadership, investors, auditors, and advisors.
- Perform close-driven variance analysis and commentary, explaining period-over-period movements tied to accounting activity.
- Partner closely with the VP of Finance & Ops on close execution, investor reporting, board decks, cash-to-accrual processes, and audit readiness.
- Maintain accounting records, reconciliations, roll-forwards, and supporting schedules with strong documentation standards.
- Support FP&A activities by providing clean actuals, reconciliations, and variance explanations used for budgeting, forecasting, and cash flow planning.
- Help build and improve scalable finance processes, controls, and documentation as the company grows and transitions further into accrual-based accounting.
- Partner cross-functionally to support headcount and vendor spend tracking from an accounting and close-support perspective.
Requirements
- 3–6 years of hands-on experience in accounting or finance operations roles, preferably in early-stage or high-growth startup environments.
- Understanding of SaaS finance and related metrics.
- Proven ability to operate effectively in ambiguous, fast-changing environments while delivering accurate and on-time financial outputs.
- Experience owning month-end close activities, reconciliations, and AP/AR processes.
- Comfort preparing close and reporting materials for leadership and external stakeholders with high attention to detail.
- Strong sense of ownership, learning mindset, and calm execution under shifting priorities.
- Strong Excel / Google Sheets skills focused on reconciliations, accruals, roll-forwards, and close support (not advanced modeling or BI).
- Ability to learn fast and implement today’s finance tech-stack.
Nice to Have
- Experience in SaaS and/or VC-backed startups with exposure to subscription revenue and contracts.
- Exposure to budgeting, forecasting, and cash flow management from a finance lens.
- Experience helping automate or streamline finance processes in lean teams.
Important Note
- This role is not a fit for candidates seeking a data analytics, BI, or strategic FP&A role, or for those with extensive people-management experience or large-company controllership backgrounds. This is a hands-on, execution-focused opportunity for someone looking to grow rapidly in the finance and operations space within a startup environment.
Netomi is an equal opportunity employer committed to diversity in the workplace. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, disability, veteran status, and other protected characteristics.
Top Skills
Excel
Expensify
Gaap
Qbo
Ramp
Sheets
Netomi San Mateo, California, USA Office
400 Concar Dr, San Mateo, CA, United States, 94402
Similar Jobs
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Lead strategic advisory services engagements, assess and develop cybersecurity programs, produce high-quality reports, and engage with clients at executive levels.
Top Skills:
CybersecurityInformation SecurityProject ManagementRisk Management
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Lead the design of a formal graph system for global infrastructure, ensuring high integrity of data and performance. Architect multi-layered evaluation logic and work cross-functionally with various teams. Mentors a multidisciplinary team and communicates updates to industry analysts.
Top Skills:
GoRust
Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
The Senior Compensation Manager provides compensation consulting, develops compensation programs, ensures compliance with laws, and manages projects within compensation policies.
Top Skills:
HrisExcelMicrosoft PowerpointMicrosoft WordPeoplesoftWorkday
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine


