Financial Operations
At a glance
Mid-level FP&A role at Clay Labs. San Francisco · full-time · $150,000–$200,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Run AP from invoice receipt through coding, approvals and payment, keeping records accurate and ready for audit
- Handle vendor setup and records, then resolve invoice and payment problems with vendors and internal teams
- Administer company cards, employee expenses and reimbursements, applying policy and answering employee questions
- Reconcile cash and AP activity, support payments across entities and currencies, and flag possible funding needs
- Document and improve finance workflows, systems and controls with Accounting, Finance, People and Operations
What you bring
- At least six years in accounting, accounts payable, employee expenses or financial operations
- A bachelor's degree in accounting, finance or a related discipline
- Working knowledge of AP, employee spend, company cards, cash handling and financial reconciliations
- You have owned or materially improved financial operations processes
Who this fits
This hands-on role suits someone who can build and refine financial processes while managing daily operational work. It is based in the San Francisco or New York office with a hybrid arrangement.
From the employer
About Clay
AI is unleashing the biggest wave of company creation in history. Clay's mission is to be the engine those companies use to grow to their full potential.
Clay predicts the next best action for your business and then helps you take it. We started by aggregating the best data for B2B companies. Then, we built the infrastructure to run any personalized campaign on top of it, including emails, ads, landing pages, and workflows that make reps more productive. Now, we're building agents that can help grow your company for you. We're already helping thousands of customers — including Anthropic, OpenAI, Google, and Visa — go to market with unique data, signals, and AI research.
In 2026, we raised a $115M Series D at $7.1B Valuation led by Wellington — and are on track to cross $200M in revenue this quarter. We also launched a $1M Scholarship fund for GTME Education.
Some things to know about us:
Our community includes 17,000+ customers, 200+ integration partners, 125+ agencies, 50+ Clay clubs, and 30k members on Slack.
Our culture is unique inside and outside of work. Our team members are also DJs, activists, writers, clowns, marathoners, skydivers, psychedelic therapists, social workers, and more.
All employees can work with world-class coaches who specialize in creativity, management, and more.
Our operating principles — including negative maintenance and non-attached action — guide our work. Read more about them here.
Read about us in the NYT, Forbes, First Round Review, and more.
Hear from our employees directly on our Glassdoor page!
Financial Operations @ Clay
Clay is looking for a Financial Operations Lead to join our growing Finance & Accounting team. This role will own the day-to-day financial operations that keep the business running smoothly, with a primary focus on accounts payable, employee spend, T&E, vendor management, and cash operations.
You’ll be responsible for building scalable processes and infrastructure across these areas as Clay continues to grow. This includes managing the full AP and expense lifecycle, partnering closely with employees and vendors, improving workflows and controls, and helping ensure our financial operations can scale with the business.
This is a great opportunity for someone who enjoys being hands-on, building from the ground up, and improving processes in a fast-moving environment. You’ll work closely with the broader Accounting, Finance, People, and Operations teams and have significant ownership over how financial operations evolve at Clay.
This role can be in our NYC or SF office with a hybrid set up.
What you'll do
Accounts Payable & Vendor Operations
Own the full AP lifecycle, including invoice intake, coding, approval routing, and timely payment processing
Manage vendor onboarding, maintenance, and documentation
Partner with vendors and internal stakeholders to resolve invoice and payment issues
Maintain accurate AP records and ensure processes are audit-ready
Reconcile AP activity to the general ledger and investigate discrepancies
Identify opportunities to automate and improve AP workflows as the company scales
T&E & Employee Spend
Own the day-to-day administration of corporate cards, employee expenses, and T&E
Review and approve employee expenses for compliance with company policies
Manage expense reimbursements and resolve employee questions or issues
Partner with employees across the organization to ensure a smooth, responsive expense experience
Help develop and improve spend policies, approval workflows, and controls
Monitor employee and corporate spend and identify opportunities to improve visibility and efficiency
Cash & Financial Operations
Monitor daily cash activity and perform bank reconciliations across entities and currencies
Support domestic and international payments, wires, and banking operations
Maintain cash forecasting inputs and communicate potential liquidity or funding needs
Ensure appropriate controls and segregation of duties around cash disbursements
Support month-end close activities related to AP, expenses, cash, and other operational accounting areas
Process & Systems
Build and document scalable financial operations processes as Clay continues to grow
Evaluate and implement improvements across finance systems, workflows, and automation
Partner with Accounting, Finance, People, and other cross-functional teams to improve the employee and vendor experience
Help establish strong operational controls and processes that can scale with a rapidly growing company
What You'll Bring
6+ years of relevant accounting, AP, T&E, or financial operations experience, ideally within a high-growth technology or startup environment
Bachelor's degree in Accounting, Finance, or a related field
Strong working knowledge of AP, employee expenses/T&E, corporate cards, cash operations, and financial reconciliations
Experience owning or significantly improving financial operations processes
Highly organized with excellent attention to detail and follow-through
Comfortable operating in a fast-paced environment with evolving systems, processes, and priorities
Strong communication skills and a service-oriented mindset when working with employees, vendors, and cross-functional partners
Experience with modern finance tools such as NetSuite, Ramp, Rippling, Rillet, Brex, or similar is a plus
Experience working with multiple entities, currencies, or international payments is a plus
CPA or progress toward CPA is a plus, but not required