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. **Requirements** ### **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 **Benefits** ### **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.