The People Piece Finance and Revenue Operations Manager Remote · Part time Company website

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At The People Piece, we help values-driven organizations foster healthy communication, inspired leadership, effective management, outstanding teamwork, and a human-centered culture where people thrive. Our work unleashes potential, nurtures inclusion, and enables greater productivity, innovation, and scale. We partner with values-based companies and non-profit organizations to help our clients engage and retain their talent, build workplaces they are proud of, and achieve meaningful, lasting results.

Finance and Revenue Operations Manager

Part-Time (20 hrs/week) | The People Piece

Rate: $50-70/hr depending on location and experience

***Please note there are two steps to the initial application process. Completing the written application and submitting a short video introducing yourself as instructed on this page.

OVERVIEW

The People Piece is a human-centered leadership development and organizational consulting firm. We partner with organizations to develop their people, strengthen their cultures, and drive meaningful results. As we continue to grow, we are looking for a detail-oriented, proactive Finance and Revenue Operations Manager to bring structure, clarity, and consistency to our operations.

This role sits at the intersection of sales operations, finance, and business forecasting. The right person is organized and analytical, comfortable managing financial processes and client relationships, and able to work independently with a small, dynamic team. We are a team that embraces technology and looks for smart ways to work, and we are excited to bring on someone who shares that curiosity - particularly around AI and automation tools that can make our operations faster and more efficient. This is an hourly, part-time role (approximately 20 hours per week).

WHAT YOU WILL DO

Sales Operations Support

• Streamline and evolve our sales operations process
• Support the sales process by tracking leads, proposals, and contracts through the pipeline
• Maintain accurate records of client engagements, agreements, and renewal timelines
• Ensure proposals and contracts are processed accurately and in a timely manner
• Identify and flag gaps or bottlenecks in the sales operations process and recommend improvements

Scoping and Proposals

• Streamline and evolve our scoping process
• Partner with TPP leadership to translate client needs into clear, accurately scoped proposals
• Build and maintain scoping templates and pricing frameworks that reflect TPP's service offerings
• Review proposals for accuracy, consistency, and alignment with established pricing

Invoicing and Billing

• Streamline and evolve our invoicing and billing process
• Own the invoicing process from creation through delivery, ensuring accuracy and timeliness across all client accounts
• Track invoice status and maintain clear records of what has been sent, paid, and outstanding
• Maintain constructive working relationships with A/P contacts at our clients
• Identify and resolve billing discrepancies in a timely manner
• Partner with TPP's bookkeeper or accountant as needed to ensure financial records are clean and current
• Maintain progress billing schedules and client-specific billing trackers
• Collect and validate billable hours and supporting documentation required for invoicing

Expense Management

• Streamline and evolve our expense management process
• Track and reconcile business expenses on a regular basis, ensuring accurate and up-to-date records
• Review and process expense submissions from team members in a timely manner
• Maintain clear documentation of expenses by client, project, and category to support accurate invoicing and reporting
• Flag unusual or unexpected expenses to leadership and recommend adjustments as needed
• Partner with TPP's bookkeeper or accountant to ensure expenses are accurately reflected in financial reporting
• Process employee and contractor reimbursements accurately and in a timely manner

Finance Administration and Compliance

• Coordinate annual tax documentation and information requests from accountants, tax preparers, and government agencies
• Maintain required business and vendor documentation, including W-9s and related compliance records

Collections and Client Follow-Up

• Streamline and evolve our collections process
• Monitor accounts receivable and proactively follow up on outstanding invoices
• Communicate with clients about late or missing payments in a professional, relationship-preserving way
• Escalate unresolved payment issues to leadership with a clear summary and recommended next steps

Revenue Forecasting

• Evolve our revenue forecasting process
• Maintain an up-to-date view of projected revenue based on confirmed and anticipated engagements
• Provide regular forecasting updates to TPP leadership to support planning and decision-making
• Flag risks or gaps in the revenue pipeline early and proactively
• Build and refine simple reporting tools or dashboards that give leadership clear visibility into revenue trends

Cash Flow Management

• Evolve our cash flow management process
• Maintain a rolling 30-, 60-, and 90-day cash flow forecast that incorporates expected revenue, payment timing, payroll, contractor expenses, and operating costs
• Monitor cash position and identify potential cash flow gaps or risks before they become issues
• Partner with leadership to improve cash flow predictability through billing schedules, payment terms, and collections practices
• Provide regular reporting and recommendations related to working capital and cash management
• Support scenario planning and financial decision-making by modeling the cash impact of anticipated business opportunities, investments, and operational changes

WHAT YOU BRING

• At least 5 - 7 years of experience in revenue operations, sales operations, finance, or a related field
• Comfortable with a flexible schedule and able to jump in on time-sensitive projects or urgent client and team needs as they arise, even outside of a fixed weekly routine
• Strong attention to detail and comfort managing multiple financial processes simultaneously
• A genuine relational presence and a strong sense of accountability: you build trust through how you show up and follow through on what you commit to
• Experience managing cash flow forecasting, working capital, and accounts receivable in a professional services, consulting, or project-based business preferred
• Clear, professional communication skills, particularly when navigating sensitive client conversations around billing and payments
• Proficiency with tools like QuickBooks, Copper, Xero, or similar CRM and accounting platforms
• Curiosity about AI and automation tools, and a proactive interest in identifying opportunities to streamline financial and operational processes
• Ability to work independently, manage your own time effectively, and flag issues proactively
• A genuine interest in the work TPP does and a values-aligned approach to how you show up

ABOUT THE PEOPLE PIECE

The People Piece partners with organizations to develop leaders, strengthen cultures, and build high-performing teams. We are a small, close-knit team that takes the work seriously and each other personally. We operate on a four-day work week and are committed to building a workplace that reflects the values we bring to our clients.