Financial Operations Lead

Financial Operations Lead

Full-Time 70000 - 90000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead financial operations and optimise systems for a fast-growing AI research platform.
  • Company: Join Conveo, an innovative AI research company transforming market insights.
  • Benefits: Competitive salary, equity options, and global exposure with Fortune 500 clients.
  • Other info: Dynamic team culture with opportunities for personal and professional growth.
  • Why this job: Be the architect of financial success in a rapidly scaling startup.
  • Qualifications: 4-10 years in financial operations with startup experience preferred.

The predicted salary is between 70000 - 90000 £ per year.

What we are building at Conveo

Conveo is the AI research platform enabling fast, affordable, and high-quality consumer / B2B research. Global brands use our AI video interviewer to generate insights across marketing, product, and research teams.

What problem are we solving and why is this an important problem to solve

The current/traditional research methods companies rely on are slow, expensive, and superficial, thereby limiting the quantity and quality of research companies can conduct. Running great research also requires expertise which is a blocker to many companies. That directly affects how well companies understand their customers and how well they can serve them.

The team you will join

You will join an extremely talented team of incredibly passionate, high-energy people. We go the extra mile while having the best time of our lives. Our team has the combination of decades of market research knowledge, incredible engineering ability, and experience building companies.

How we operate

We truly care about our clients and the problem we solve. That means we humbly go the extra mile every time. We work hard and we have fun. To keep our quality bar incredibly high, we want to execute with the smallest possible team.

About the Role

We are winning Fortune 500 clients at warp speed while expanding internationally and growing our team. As Financial Operations Lead, you will be the architect and owner of Conveo’s financial operations function — owning end-to-end responsibility for converting Conveo's finance function into a bulletproof and scalable operation with necessary controls to scale through Series B and beyond. Through this role, you'll be the owner, operator, and guardian of Conveo’s financials, work directly with leadership and founders across all divisions, and drive the discussions for every significant call on capital, revenue and expenses, hiring, and growth. In other words, you will be Conveo’s architect that knows every figure of Conveo’s financials. This role is for an expert in financial control and accounting, someone who owns the books of Conveo with accuracy.

Financial architecture — design, implement, and optimise the financial systems (e.g. ERP implementation), processes, and internal controls that take Conveo from 30 to 150+ people

Accounting — coordinate with accountants to close and consolidate the books across our US, UK, and BE entities

Finance operations — manage and optimise AR/AP, compliance, transfer pricing, VAT, set up of financial budgets

Cash & runway mastery — give the company and investors real-time clarity on cash burn, scenario planning, and liquidity management, enabling fast and confident decision-making

Investor & board reporting — own financial reporting for investors, financial due diligence/support in future fundraising, and build financial credibility that unlocks Series B

This role is for someone who has ideally set up the accounting and financial ops for a startup before — and wants to do it better, faster, and at a company that could define a category.

Your Mission

Main responsibilities

  • Monthly close — operationally consolidating the books within 1 week with our Big Four partner
  • Finance infrastructure — finance setup from 0 to 1, focusing on ERP setup, expense controls, tools optimisation
  • Financial Operations — AP/AR management, VAT, transfer pricing
  • Reporting— board reporting, investor materials and investor discussion preparations
  • Financial strategy & planning — financial models, scenario analyses, KPI tracking and monitoring, board reporting
  • Cash & runway — burn dashboard, A/R + cost forecasting, early warnings

Additional responsibilities

  • Business orchestration — hiring plans, ESOP plans, pricing, deal economics, capital allocation
  • Funding — Series B preparation, subsidies, additional ways of financing

What we're looking for

Must-haves

  • 4–10 years of strong experience across financial operations, accounting, audit, or financial control
  • Implemented and optimised financial systems and controls to bring structure and scalability to a startup
  • Owned monthly close with external auditors; multi-entity consolidation
  • Model mastery: three-statement, hiring plan, scenario analysis, and ad-hoc models
  • Accounting, reporting, financial control, compliance, AR/AP management, audit, and ERP systems
  • Has seen at least 1 ERP implementation/migration
  • At least 2 years of accounting and financial control experience at a startup, ideally having set up the entire accounting system / ERP and books from scratch
  • Strong SaaS metrics understanding: ARR, NRR, CAC, LTV, burn multiple
  • Fluent in English

Mindset

  • Builder — creates accounting system with operational focus
  • Low ego — willing to do the grunt work of accounting
  • Precise — strong eye for detail and numerical accuracy

Bonus

  • Familiarity with Belgian and/or UK local reporting/accountancy
  • Part of Series B or C fundraising as financial controller/accountant/financial ops manager
  • Managed financial operations for a startup before (accounting, ERP systems, AR/AP management, compliance)
  • Some touchpoints with FP&A is a plus but not a necessity, financial DD experience also a plus
  • Experience with 409A, R&D subsidies, tax administration, transfer pricing

What success looks like

  • Books closed on time every month, without exception
  • Automated and efficient ERP with up-to-date figures and 100% accuracy
  • Keeping A/R and A/P on track in real-time
  • Live burn, runway, and KPI dashboard
  • Financial model actively driving decisions
  • Conveo financially sound and prepared for Series B

Why join us?

Conveo closed its Series A round — with backing from Tier 1 investors. Own the finance ops function from Series A to Series B and beyond. Fortune 500 clients with exposure through industry events across the globe. Competitive compensation (including equity). Rapidly growing organisation with offices across London, Antwerp, New York, and upcoming cities.

Financial Operations Lead employer: Conveo.ai

At Conveo, we pride ourselves on being an exceptional employer that fosters a vibrant and collaborative work culture. As a Financial Operations Lead, you will not only have the opportunity to shape our financial architecture but also enjoy competitive compensation, including equity, while working alongside a passionate team dedicated to innovation and excellence. With rapid growth and exposure to Fortune 500 clients, Conveo offers unparalleled opportunities for professional development and meaningful contributions in a dynamic environment.

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Contact Details:

Conveo.ai Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Operations Lead

Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!

Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their mission and values, especially how they relate to financial operations. This will help you tailor your answers and show that you’re genuinely interested in Conveo.

Tip Number 3

Practice your pitch! Be ready to explain how your experience aligns with the role of Financial Operations Lead. Highlight your past successes in financial control and system optimisation to demonstrate you’re the perfect fit.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining our awesome team at Conveo!

We think you need these skills to ace Financial Operations Lead

Financial Operations Management
Accounting Expertise
Financial Control
ERP Implementation
AR/AP Management
Compliance Knowledge
Cash Flow Management

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Financial Operations Lead role. Highlight your experience in financial operations, accounting, and any relevant systems you've implemented. We want to see how your skills align with what we're building at Conveo!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial operations and how you can contribute to our mission at Conveo. Be sure to mention specific experiences that demonstrate your expertise and fit for the role.

Showcase Your Achievements:When detailing your past roles, focus on achievements rather than just responsibilities. Use numbers and examples to illustrate how you've optimised financial processes or improved accuracy. We love seeing results!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our awesome team at Conveo!

How to prepare for a job interview at Conveo.ai

Know Your Numbers

As a Financial Operations Lead, you’ll need to be on top of Conveo’s financials. Brush up on key metrics like ARR, NRR, and burn rates. Be ready to discuss how you’ve managed these in past roles and how they can impact decision-making.

Showcase Your Experience

Prepare to share specific examples of your experience with ERP implementations and financial controls. Highlight any challenges you faced and how you overcame them, especially in a startup environment. This will show that you’re not just familiar with the concepts but have practical experience.

Understand the Company’s Mission

Familiarise yourself with Conveo’s mission and the problems they are solving in the market research space. Be prepared to discuss how your role as Financial Operations Lead can contribute to their goals and how you can help scale their operations effectively.

Ask Insightful Questions

Interviews are a two-way street! Prepare thoughtful questions about Conveo’s financial strategies, future growth plans, and team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.