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Senior Manager, Accounting & Finance Operations

Role overview

Qualifications

  • CPA designation
  • Payments industry experience
  • Prior people leadership experience
  • A track record of process improvement

Responsibilities

  • Lead the monthly close process end-to-end
  • Own day-to-day accounting operations across the full cycle
  • Serve as audit lead, managing the relationship with external auditors
  • Partner directly with the VP Finance on finance transformation initiatives

Key facts

Other skills

  • Leadership
  • Budgeting
  • Communication
  • Collaboration
  • Detail Oriented
  • Curiosity

About the company

Berkeley Payments logo

Berkeley Payments

Digital Payments & Money Transfer

Berkeley manages over a billion dollars for forward-thinking organizations that pay customers, clients, and employees around the world. No matter who you’re paying, we can help you simplify and scale mass payouts to drive business outcomes. For over 10 years Berkeley has provided branded money solutions to accelerate sales results, motivate consumers to act, and simplify administrative payment processes.

Company details

IndustryDigital Payments & Money Transfer
Company size11 - 50

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Job description

This is a remote position.

About the Role

Berkeley Payment Solutions is a payments technology company with cross-border USD/CAD operations, currently transforming its finance function, modernizing systems, rebuilding reporting infrastructure, and professionalizing processes that have historically been highly person-dependent.

We are hiring a #2 for the Finance team to own day-to-day accounting operations and month-end close, freeing the VP Finance to focus on transformation: ERP selection and implementation, banking strategy, and AI-driven process redesign. This is a hybrid role, part traditional accounting leader, part transformation partner.

In the first 6–12 months, the focus is mastering the operational engine: close, audit, team leadership, and the details of how Berkeley's accounting actually works today. As that foundation solidifies, this person is expected to bring their own ideas to the table, improving the processes they now know better than anyone else, including the VP Finance — and to be a full partner in the ERP and AI transformation already underway.

What You'll Own

Accounting Operations & Close (Day One)

  • Lead the monthly close process end-to-end, ensuring timely, accurate financial statements

  • Own day-to-day accounting operations across the full cycle (AP, AR, GL, reconciliations)

  • Serve as audit lead, managing the relationship and process with Berkeley's existing external auditors

  • Manage, coach, and develop a team of 4 accounting staff

  • Ensure the integrity of the QuickBooks Online (QBO) environment during the transition period, and support migration to a new ERP platform

Finance Transformation (Phase 2, Growing Over Time)

  • Partner directly with the VP Finance on finance transformation initiatives, acting as the “doer” on projects while contributing original ideas as ramp-up progresses

  • Play an active role in the ERP RFP, vendor evaluation, and implementation

  • Contribute to Berkeley's AI-forward finance initiatives, including evaluating and adopting AI tools (e.g., Claude Enterprise) to modernize accounting workflows

  • Once ramped, identify and lead process improvements within accounting operations, you will know the day-to-day better than anyone, including the VP Finance



Requirements

What You Bring

Required

  • CPA designation (required)

  • Payments industry experience — issuer or acquirer side is acceptable; enough exposure to be credible leading a team “in the weeds” on payments-specific accounting

  • Prior people leadership experience, even at small scale (e.g., led a 1–2 person team), big-bank, large-team, long-tenure backgrounds are not the fit we're looking for

  • A track record of process improvement — concrete examples of identifying inefficiencies and fixing them, not just executing existing process

  • Experience in a scrappy, high-growth environment — founder-led or VC/PE-backed companies preferred over large, stable organizations

  • Audit fundamentals strong enough to lead the audit relationship independently

Strongly Preferred

  • Modern accounting platform experience beyond QBO, NetSuite or Sage preferred; experience with Campfire or Rillet is a bonus

  • Demonstrated AI fluency — real usage of AI tools in an accounting/finance context (e.g., close automation, anomaly detection, reporting). Berkeley is AI-forward: every employee has a Claude Enterprise account and is expected to use it

  • Multi-currency / FX comfort — USD/CAD operations touch revaluation and reconciliation regularly

  • Exposure to Budgeting & FP&A – while this is an accounting role to begin with, the opportunity is there to own FP&A as well

Who You Are

  • Curious — you ask why a process works the way it does, not just how to execute it

  • Meticulous — accounting rigor and attention to detail are non-negotiable

  • Hungry and driven — you want to grow quickly and take on more scope as you earn it

  • A strong communicator — comfortable presenting to and interacting with senior leadership, including the CEO and co-founder

  • A culture fit for a people-first organization — collaborative, coachable, and invested in your team's growth



Benefits

Why Berkeley

  • A genuine build opportunity, you will help shape the finance function's systems, processes, and team from a relatively early stage

  • A clear growth path to Director as the company and role scale

  • Equity options

  • An AI-forward culture with company-wide access to Claude Enterprise

  • A people- and culture-first organization




Salary: $120,000 - $150,000

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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