Finance Accounting Ops

Receives vendor invoices, extracts and validates the data, and stages bills for human approval — never pays autonomously.

Owns receivables aging: runs dunning sequences, reconciles payments, escalates non-payers, and reports weekly.

Sweeps expense reports against policy and flags violations to the responsible managers.

Turns the close checklist into board tasks, chases owners, and reports close status daily.

Read and write invoices, bills, customers, and payments in QuickBooks/Xero-class systems via an org Integration row.

Pull card/expense transactions, test them against policy rules, and flag exceptions to managers.

Run staged overdue-invoice outreach (nudge, firm, escalate) with per-customer memory of prior contact.

Instantiate the close checklist as dependent board tasks, chase owners, and status-report daily.

Pull processor payouts and ledger records, diff them with a script, and report mismatches.

Extract vendor, amount, and terms from invoice files and stage draft bills for approval (text/CSV today; PDFs pending a parse-document tool).

Instantiate the month-end close checklist on the board with owners and due dates.

Match every processor payout line to a ledger entry or report the discrepancies.

Produce the receivables aging summary and open a task per seriously overdue invoice.