Job Description

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

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