HighLevel Benefits Overview

Manage end-to-end accounting operations including endorsements, month/quarter/year-end close, reconciliations, cash management, invoicing, and audit support. Drive automation and process improvements, leverage AI tools for workflows and analysis, administer NetSuite reporting, FloQast close processes, and support Ramp expense optimization while collaborating cross-functionally on fintech integrations and special projects.

Own monthly budget-vs-actuals and consolidated reporting, produce Board and investor materials, maintain rolling P&L/balance sheet/cash flow forecasts, build scenario analyses, support pre-IPO readiness, and improve FP&A processes and tooling through automation and dashboards.

Lead UX research to improve usability, consistency, and product-market fit. Conduct competitive audits, synthesize user feedback and analytics, run usability studies, contribute to design systems, produce UX artifacts, and partner with product, engineering, and design to drive user-centered improvements.