Finance and Business Operations Manager

Switchboard is looking for a full-stack finance and accounting professional to serve as Finance and Business Operations Manager for a Series A funded startup client in San Francisco. In this high-impact role, you’ll be responsible for everything money-related, from managing books and accounting processes to forecasting, financial modeling, and supporting strategic decision-making.

Reporting to the SVP of Operations, this is a foundational hire. You’ll work closely with leadership to ensure financial health and operational efficiency while setting up the systems, reporting, and controls that will scale with the business.

This is a hands-on, high-autonomy role ideal for someone who thrives in ambiguity, loves working across functions, and has both accounting fundamentals and strategic finance chops.

What You'll Do

Accounting & Financial Operations

• Own the monthly and quarterly close processes, including reconciliations and journal entries

• Maintain general ledger accuracy and ensure all transactions are recorded in a timely and compliant manner

• Manage bookkeeping and accounting systems (e.g., QuickBooks, bill.com, Rippling etc.)

• Oversee accounts payable, receivable, and expense tracking

• Prepare financial statements and internal reports

Strategic Finance & Planning

• Build and maintain robust financial models to support forecasting, cash runway analysis, and scenario planning

• Lead annual budget development and rolling forecasts

• Analyze business performance and deliver insights to leadership

• Support fundraising, investor relations, and board reporting with financial data and storytelling

Business Operations

• Identify and implement process improvements across finance and ops

• Partner cross-functionally with product, sales, and marketing to support decision-making

• Ensure regulatory compliance and assist with tax filings in coordination with external partners

• Develop and maintain dashboards tracking company efficiency

Experience We're Looking For

• 5+ years of experience in accounting, FP&A, or finance roles

• Proficiency in accounting principles (GAAP) and experience managing books and close processes

• Strong financial modeling skills and advanced Excel/Google Sheets capabilities

• Hands-on experience with accounting and finance tools

• Ability to communicate financial concepts clearly to non-financial stakeholders

• Comfortable working independently and owning end-to-end processes

• Experience in a startup or high-growth environment preferred

• CPA is a plus but not required

• Passion for health, wellness, or nutrition is required

Additional Details

• Location: San Francisco - hybrid (3 days in office)

• Compensation: Salary + Bonus + Equity

• Benefits: Health, Dental & Vision Insurance, Employee Assistance Program, Monthly Food Stipend, Unlimited PTO