Agency Finance

hace 1 semana

Ciudad de México, Ciudad de México Sweat Pants Agency A tiempo completo

At Sweat Pants Agency, we've helped build and scale multiple Inc. #1 fastest-growing companies, from the #1 consumer product in 2020 to the #1 healthcare company in 2022. Our team is driven by curiosity, humility, and a relentless focus on results.

We're looking for an Agency Finance & Systems Operations Manager — someone who understands agency billing, can manage QuickBooks, and can also improve and modernize the operational systems behind our finances.

This is not a standard bookkeeping role.

You will own how money moves through the agency:

  • invoicing
  • billing systems
  • monthly recurring profiles
  • creative project billing
  • ad-spend overages
  • financial hygiene
  • operational workflows
  • tool evaluation (QuickBooks vs Scoro vs Bonsai vs ManyRequests, etc.)

If you're someone who loves both accuracy and operations, and you're motivated by building cleaner, faster, more scalable internal systems — you're exactly who we're looking for.

1. Finance Operations
  • Own QuickBooks categorization, matching, reconciling
  • Reconcile PayPal, Payoneer, credit cards, and bank accounts
  • Maintain clean tagging for client-specific revenue/expenses
  • Prepare monthly P&L snapshots for leadership
  • Ensure accurate financial hygiene across all accounts
  • Coordinate with payroll (Rippling) and contractors
2. Agency Billing & Accounts Receivable
  • Send invoices for:
    • monthly retainers
    • creative projects
    • ad-spend overages
  • Build recurring billing profiles and improve the system around them
  • Ensure payment methods are updated + collected
  • Follow up professionally on late invoices
  • Maintain an AR dashboard that shows who owes what
  • Help prevent missed billing or inconsistent billing cycles
3. Systems & Workflow Improvement

This is where the role becomes high-value.

You will:

  • Evaluate our current billing setup and propose better tools/systems
  • Compare and implement options like Scoro, Bonsai, ManyRequests, etc.
  • Create cleaner internal workflows for billing and financial processes
  • Build structure inside ClickUp for recurring tasks and operational consistency
  • Create SOPs that reduce steps and eliminate errors
  • Build automations (ClickUp → QBO → Slack → Email)
  • Simplify our financial operations to run with less friction
4. Operational Support
  • Maintain documentation for financial and operational processes
  • Support the leadership team with simple, recurring operational tasks
  • Improve collaboration between strategy, creative, and media teams
  • Keep internal systems organized as the agency scales
You're a Great Fit If…
  • You have 3–7+ years in agency finance, rev-ops, business ops, or similar
  • You've managed QuickBooks Online in a professional environment
  • You understand how agencies bill clients (retainers + projects + overages)
  • You've improved messy workflows or implemented new systems before
  • You've evaluated or implemented tools like:
    • Scoro
    • Bonsai
    • ManyRequests
    • Stripe Billing
    • Monday/ClickUp/Asana
  • You like owning processes, not just following them
  • You naturally look for better ways to organize systems
  • You communicate clearly, proactively, and professionally
  • You're comfortable following up with clients regarding payments
  • You enjoy solving operational inefficiencies
  • You're very detail-oriented and accurate with numbers
Why Sweat Pants Agency
  • Join the team behind multiple Inc. #1 fastest-growing brands.
  • Work with top-tier marketers and creatives from around the world.
  • 100% remote — flexible, autonomy-driven environment.
  • Collaborative, low-ego culture focused on learning and results.

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