Clinch Labs ltd.
Join Clinch for cutting-edge personalized digital advertising solutions powered by AI. Our revolutionary platform empowers advertisers with highly personalized campaigns across all channels. With an award-winning suite of AI-driven tools including a smart ad server, top-notch DCO & Personalization tech, and real-time analytics, we're transforming advertising. Join our global team dedicated to bettering advertising for brands and consumers. Flexible work options, great benefits, and exciting opportunities await. Apply now!
Bookkeeper & Financial Operations Specialist New York
Contractor
Manager
About the Position This position is ideal for someone who thrives in a fast-paced, cross-functional environment, has strong hands-on bookkeeping experience, and is fluent in tools like QuickBooks Online, Google Sheets, and Excel. The role begins as part-time, with the option to move into a full-time position within a few months. The opportunity to work with modern finance tools such as Brex and Pipedrive CRM is a strong plus, offering a chance for continuous learning and professional growth.
Key Responsibilities
Core Accounting & Compliance
Maintain accurate financial records in
QuickBooks Online .
Manage
accounts receivable and payable , including invoicing, collections, and vendor payments.
Reconcile bank accounts, credit cards, and other financial accounts weekly.
Prepare standard financial reports:
P&L, balance sheet, and cash flow .
Assist with tax documentation and audit preparation, as needed.
Monitor and forecast
cash flow , track budgets, and flag variances.
Create financial dashboards and reports using
Excel and Google Sheets .
Ensure proper categorization and tagging of expenses for strategic reporting.
Systems & Integration
Support integrating CRM (Pipedrive)
data with financial processes to improve forecasting and pipeline-to-cash insights.
Collaborate on using
Brex
for spend management, card reconciliation, and policy enforcement, ensuring that all financial transactions adhere to company policies and procedures.
Help evaluate and optimize financial workflows and internal controls.
Cross-Functional Support
Partner with external accounting consultants to ensure timely, GAAP-compliant reporting.
Provide the
Marketing
and other internal teams with financial insights to support project planning and ROI analysis.
Contribute to ad-hoc reporting and financial data requests.
Requirments
5+ years of full-cycle bookkeeping experience , ideally in a tech, marketing, or services environment
Advanced proficiency in
QuickBooks Online ,
Excel , and
Google Sheets
Experience with CRM systems ( Pipedrive preferred ) and spend management platforms ( Brex a plus )
Proven ability to manage cash flow, handle reconciliations, and support external accountants
Strong attention to detail, excellent organizational skills, and a proactive mindset
Effective communicator who thrives in both independent and team-based settings
Comfortable working on-site 2-3 days a week in our NYC office
Life @ Clinch is more than just work. We believe in fostering a supportive and inclusive work environment. Team Happy Hours, Outings (virtual and in-person), and a great office culture are just a few ways we show appreciation for our team members.
Employees receive a complimentary Grubhub+ Membership! Enjoy unlimited $0 delivery fees with Grubhub+ restaurants.
Clinch has been certified as a “Greatest Place to Work” for 2021-2025!
Salary Range It’s easy to get started
Submit your information and a Clinch team member will be in touch shortly!
Drop us a line
Information collected through this form is subject to our Privacy Policy
#J-18808-Ljbffr
Bookkeeper & Financial Operations Specialist New York
Contractor
Manager
About the Position This position is ideal for someone who thrives in a fast-paced, cross-functional environment, has strong hands-on bookkeeping experience, and is fluent in tools like QuickBooks Online, Google Sheets, and Excel. The role begins as part-time, with the option to move into a full-time position within a few months. The opportunity to work with modern finance tools such as Brex and Pipedrive CRM is a strong plus, offering a chance for continuous learning and professional growth.
Key Responsibilities
Core Accounting & Compliance
Maintain accurate financial records in
QuickBooks Online .
Manage
accounts receivable and payable , including invoicing, collections, and vendor payments.
Reconcile bank accounts, credit cards, and other financial accounts weekly.
Prepare standard financial reports:
P&L, balance sheet, and cash flow .
Assist with tax documentation and audit preparation, as needed.
Monitor and forecast
cash flow , track budgets, and flag variances.
Create financial dashboards and reports using
Excel and Google Sheets .
Ensure proper categorization and tagging of expenses for strategic reporting.
Systems & Integration
Support integrating CRM (Pipedrive)
data with financial processes to improve forecasting and pipeline-to-cash insights.
Collaborate on using
Brex
for spend management, card reconciliation, and policy enforcement, ensuring that all financial transactions adhere to company policies and procedures.
Help evaluate and optimize financial workflows and internal controls.
Cross-Functional Support
Partner with external accounting consultants to ensure timely, GAAP-compliant reporting.
Provide the
Marketing
and other internal teams with financial insights to support project planning and ROI analysis.
Contribute to ad-hoc reporting and financial data requests.
Requirments
5+ years of full-cycle bookkeeping experience , ideally in a tech, marketing, or services environment
Advanced proficiency in
QuickBooks Online ,
Excel , and
Google Sheets
Experience with CRM systems ( Pipedrive preferred ) and spend management platforms ( Brex a plus )
Proven ability to manage cash flow, handle reconciliations, and support external accountants
Strong attention to detail, excellent organizational skills, and a proactive mindset
Effective communicator who thrives in both independent and team-based settings
Comfortable working on-site 2-3 days a week in our NYC office
Life @ Clinch is more than just work. We believe in fostering a supportive and inclusive work environment. Team Happy Hours, Outings (virtual and in-person), and a great office culture are just a few ways we show appreciation for our team members.
Employees receive a complimentary Grubhub+ Membership! Enjoy unlimited $0 delivery fees with Grubhub+ restaurants.
Clinch has been certified as a “Greatest Place to Work” for 2021-2025!
Salary Range It’s easy to get started
Submit your information and a Clinch team member will be in touch shortly!
Drop us a line
Information collected through this form is subject to our Privacy Policy
#J-18808-Ljbffr