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Financial Planning & Operations Manager

We're looking for Financial Planning & Operations Managers with experience in investigating financial data flows, generating insights and implementing reporting solutions for large complex organizations.

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Financial Planning & Operations Manager
$100,000 USD Per Year



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Do you get excited when working with finance processes of multi-national group of companies, participating mergers and acquisitions? Do you have experience investigating financial data flows, generating insights and implementing reporting solutions for large complex organizations? Do you wish you could generate brilliant business insights for a $1B organization in one click? If you are looking to work with some of the best talent in the world, tackle unique challenges emerging from newly acquired companies from around the globe and are capable of operating in a high growth environment - this role is for you.


The Financial Planning & Operations Manager’s role will be to utilize standard reporting & analysis platforms and data structures to architect, implement and deploy finance insight tools across the organization. The key to valuable insights will be to integrate data structures, automate finance analysis and merging of complex finance flows of a multinational and heterogeneous corporation.

The Finance Planning & Operations Manager will collaborate with finance and engineering teams to investigate finance flows, converting business requirements into reports and insights of enterprise quality. You design reports, integrate data and implement planning and analysis reports, train the reporting team, design support procedures, lead work streams, continually improve processes and outcomes.

Success will be judged on simplicity and effectiveness.

Key Responsibilities:

  • Manage operations of Finance functions (A/P, A/R, Treasury, Reporting, General Ledger) in a multi-national company, maintaining day-to-day productivity of the team, inventing and implementing productivity practices.

  • Provide coordination with customers, banks and service providers responsible for ongoing finance transaction management, services and reporting, accounting support, operations support.

  • Monitor and manage the compliance with all relevant prescriptions, agreements and indentures. Understand thresholds for debt / credit leverage, periodic reporting and compliance certificates requirements and due dates.

  • Maintain corporate policies and procedures in a scope of responsibility. Ensure compliance with all respective regulations in areas of responsibility. Ensure efficiency, effectiveness and transparency systems.

  • Participate in capital structure transactions, acquisitions, restructuring, both analysis and execution.

  • Coordinate with Financial Planning and Analysis to plan and execute effective on-going and forecasting processes. Develop and support initiatives to improve working capital management effectiveness.

  • Provide support on presentations to Sr. Management and the owners, as needed.

Required Experience and Skills:

  • Bachelor’s Degree (MBA preferred) in Business, Finance, Accounting or a related field

  • 4+ years of hands-on experience in financial analysis with management responsibilities.

  • Ability to think clearly in difficult situations

  • Ability to triage, quickly identify the most critical issues & put smaller issues to the side.

  • maintain focus on the larger problems (not losing these smaller issues and giving them some progress, though)

  • Experience multi-tasking, managing priorities, knowing what needs to be done first and what can wait. Not necessarily in the order received

  • Working remotely, available at least partially during US business hours.

  • Proficient in both written and spoken English.


This role may be a great fit if:

  • You are well-organized, accurate in details, attentive and structured.

  • You have a creative mindset to determine the best way to solve a particular problem since there could be multiple solutions.

  • You keep communications with all interested parties, create a clear visibility: about current team status and provisioning of results for Sr. Management; about targets, focus and priorities for the staff under your supervision.

  • You’re not a lone-wolf; you enjoy working as a team and like bouncing ideas off of each other.

Additional Key Responsibilities:

Fostering an environment for mutual success

  • Managing and staffing a team

    • Hiring of new team members for our global team.

    • Driving team members’ success

    • Off-boarding team members

  • Driving & Supporting team members’ success

    • being aware of people’s strengths & weaknesses

      • staff according to these parameters

      • running corporate management framework (goal setting and monitoring)

      • maintain playbooks, metrics, goals for new staff.

  • carefully navigating sensitive situations and tasks, both internally and externally

    • appreciating different perspectives, while driving toward solutions

Driving efficiency improvement solutions and iteration

  • Suggestion of new processes to increase efficiency and productivity

  • Planning, executing, and reviewing approved suggestions within the company

  • Documentation. All of the hard work everyone does needs to be documented and listed somewhere, particularly the business processes

  • Relationship-building with external customers and vendors. Some of the tasks include discussing contracts and rates with vendors and getting better terms and results.

  • Knowledge of ERP Software is required, NetSuite ERP is a big plus.

Who Is Crossover?

Crossover connects the world's top talent with the world's best companies. We're re-inventing how people find long-term, challenging work, and how companies leverage the best talent in the world. We assemble teams of rockstars and provide playbooks and a platform, WorkSmart, to help teams and individuals continuously improve how they work.

We're creating a future where all high-skill jobs are in the cloud and big data helps people and teams be more productive. A future where brick and mortar offices are history. We believe the future of the workforce is global and will be built from teams collaborating from every corner of the world.

Crossover has more than 2,500 partners in 108 countries. Unlike freelancer or outsourced marketplaces, Crossover only offers long-term, multi-year projects or programs.

Hear more about our strategy and vision from our CEO, Andy Tryba: 


The Remote Life @ Crossover.

A key benefit of Crossover - and the cloud - is all our roles are location independent. Live and work anywhere: work from home, a coffee shop or at one of the many co-working spaces Crossover partners can access and collaborate.

 Work from a home office or co-work at the many co-working spaces available to partners around the world

Work from a home office or co-work at the many co-working spaces available to partners around the world

We believe in equipping people to work where they can be the most productive and happy, with a commitment of 40 hours a week.

Crossover offers:







Step 1: Online Application

Start your application by creating an account and profile with Crossover, then uploading your resume and confirming your email address. From there, the Crossover platform will guide you through the remaining steps.


Step 2: Take the English and Fundamentals Test

We have a series of multiple-choice tests to check for the knowledge and skills needed for the role and an English exam where we ask candidates to upload a 2-3 minute audio submission. After this stage, you will receive an email invitation to the next step in the application process.

Step 3: Free Response Questions and CCAT Testing

In this step, we will ask you a series of free response questions that will simulate scenarios you are likely to encounter in the role. We find both the willingness to invest this time – coupled with the insights we derive from the answers – help us find the truly capable and passionate candidates. You may also be asked to make a presentation of your answers to demonstrate your communication skills. The free response section is an opportunity to preview the type of work you would be doing in the role and demonstrate your technical skills and abilities to hiring managers. The last free response question will invite you to complete CCAT testing. The CCAT measures cognitive aptitude or general intelligence, and tests an ability to solve problems, digest and apply information, learn new skills, and think critically.

Step 4: Join the Interview

The final step of the evaluation process is the marketplace interview. One of our hiring manager evaluators will speak with you on a video call to understand if you're the best fit for the position. In addition to technical and business questions about your current and previous roles and achievements, you may be asked about the answers you gave in your free response questions.

Step 5: Meet the Customer and Get Hired

If you successfully pass all stages of the evaluation process, you will have the opportunity to talk with hiring managers about the positions that are currently available. This is intended to be a two-way discussion where you can ask questions about the team, product, metrics, roadmap, etc. You can interview with as many hiring managers as desired and make the decision on which company or team best fits your interests and career goals.