Finance Automation Lead

Own the collections strategy and the AR balance, with DSO and the cash conversion cycle as the main measures, and run a weekly cash review with Finance leadership.

Work directly with Sales, Account Management, and our business partners to resolve billing questions, disputes, and past-due balances. Serve as the escalation point for enterprise, MSA, and VMS accounts.

Find the root causes of late cash, such as billing errors, account setup that doesn't match the contract, portal approval delays, and drive fixes with Sales, Ops, and Product.

Own invoicing setup QA and cash application, and support month-end close with AR reconciliations and reserves.

Oversee and coach our collections analysts in the Philippines, setting priorities and performance expectations and shifting their work toward exception handling as automation takes over the routine flow.

Establish, maintain and own the credit approval process including running credit checks and working with Sales on creative credit options for potential new partners (customers)

Build AI agents and workflows for collections prioritization and outreach, remittance matching, dispute triage, VMS portal tracking, and pre-send invoice checks.

Partner with the Accounting & FP&A (Finance) team to map manual workflows, rank automation opportunities by time saved and risk reduced, and manage a prioritized backlog.

Build and deploy AI/LLM-powered agents and workflows across Finance, such as bank and balance sheet reconciliations, journal entry preparation, accruals, close task tracking, and variance analysis.

Automate procure-to-pay and spend workflows, including invoice intake and coding, approvals, vendor onboarding, and payment runs.

Automate cash reporting, including daily cash positions, bank and payout reconciliations, cash forecast inputs, and lender compliance reporting.

Build integrations and data flows between NetSuite, our billing and payment systems, banks, and BI tools, and replace manual spreadsheets with automated dashboards and reports.

Design human-in-the-loop controls, audit trails, and documentation so automated outputs are accurate, auditable, and ready for external audit.

Train the Finance team on new tools, write runbooks, and own what you ship in production.

The base salary for this position is between $110K to $140K

This position is eligible for equity in the form of stock options

This position is eligible for Instawork benefits, including:

Variety of medical, dental, and vision plans with coverage beginning on the date of hire

Flexible paid time off

At least 8 paid company holidays annually

Phone stipend

Commuter stipend

Supplemental pay on qualified leaves

Employee health savings accounts (HSA) contribution

Flexible spending plans

401K plan

Perkspot - discount program through Lumity

#LI-Onsite

Our Values

Empathy, Trust & Candor We put ourselves in the shoes of our colleagues and customers and don’t shy away from uncomfortable conversations, instead building trust through honest and direct feedback.

Bias for Action We practice high-velocity decision-making, clear-eyed that we often operate with incomplete information. Growing quickly means it’s OK to be wrong, so long as we learn from our mistakes and course correct!

Always Be Learning We’re a curious bunch, and with AI transforming our workplace we encourage everyone to learn from each other, compounding our knowledge and experience to help us change an entire industry.

Act Like an Owner We work long, hard, and smart, building products that delight our users and drive growth. Your ability to impact Instawork is limited only by your courage and conviction, not your job description.

Founded in 2015, Instawork is the nation’s leading online labor marketplace for food services, hospitality, light industry, and logistics, connecting more than 7M skilled workers with local restaurants, hotels, warehouses, stadiums, and more. Our AI-powered platform serves thousands of businesses across more than 50 major markets in the United States and Canada. We're not just helping fill shifts, we're supporting local economies—and we're just getting started!

Instawork has been featured by CBS News, The Wall Street Journal, The Washington Post, and the Associated Press. Forbes included us on their Next Billion Dollar Startups list; RetailTech Breakthrough named us Workforce Hiring Solution of the Year for 2025; and Inc. 5000 recognized us as one of the country's top 10% fastest-growing companies two years in a row. But what matters most is our impact. We're solving real problems for real people, and we’re doing it at scale.

Join our team to help us build something that matters! We’re looking for superstars who want to help us shape the future of work. With hubs in San Francisco, Bangalore, and Chicago, city offices in New York, Phoenix, and Singapore, we're back to working together in-person five days a week because we believe the best ideas happen when great people collaborate face-to-face. We also value diverse perspectives and encourage applications from candidates of all backgrounds. Ready to make an impact? Learn more at www.instawork.com/about.

Personnel Privacy Policy