Finance Systems Consultant (Contract)

Togetherhood • Contract • Hybrid in New York, New York, United States • $50 - $150 / hour • 3h ago

Fast Facts

Join Togetherhood as a Finance Systems Consultant to lead the implementation of a new accounts receivable (A/R) process, enhancing financial infrastructure for schools and afterschool providers.

Responsibilities: Oversee the evaluation and implementation of a scalable A/R platform, automate invoicing processes, and develop documentation for internal operations.

Skills: 5+ years in finance systems and accounting operations; strong experience with platforms such as Stripe, QuickBooks, and HubSpot; strategic thinker with tactical execution skills.

Qualifications: Experience in two-sided marketplaces or education operations preferred.

Location: New York, NY, US

Compensation: $50 - $150 / Hourly

Overview

Togetherhood connects schools with afterschool enrichment providers. As we prepare for the 2025–26 school year, we are upgrading our financial infrastructure to support cleaner operations, faster payouts, and better financial visibility.

We’re seeking a systems-focused finance consultant to lead the design and implementation of a new accounts receivable (A/R) process. We are also developing a materials reimbursement system internally, which may be added to the scope later as a distinct, lighter project phase.

Project Structure & Phasing

This engagement will begin with a focused implementation of a new A/R system. Additional workstreams may be added as follow-on phases depending on the success of the A/R implementation.

🟩 Phase 1: A/R System Implementation

We are currently managing invoicing and collections manually through QuickBooks Online, and this process is becoming increasingly inefficient and error-prone at our current scale. The consultant will lead the evaluation and implementation of an A/R platform to:

Replace manual invoicing with a scalable system that integrates with QuickBooks Online and/or HubSpot
Ensure timely invoicing and automated follow-ups for overdue payments
Enable school partners to view all outstanding invoices in one place and submit payment easily (via check, ACH, wire, or credit card—with optional credit card fee passthrough)
Support penalty logic and flexible terms for late payment
Align with school and district workflows (e.g., PO generation, bill.com or other A/P platforms)
Ensure our intake and onboarding processes capture all necessary billing information upfront
Scale to support up to 1,000 enterprise school partners as we grow

The consultant will recommend and configure a platform (e.g., Glean, Tesorio, or equivalent) and define intake workflows, templates, and documentation for long-term ownership by our internal ops and finance teams.

🟨 Potential Future Phases

If the A/R system implementation is successful and well-integrated, we may engage the consultant for additional work streams related to payment attribution, bookkeeping structure, and other financial operations. These will be scoped separately as extensions to the core engagement.

Deliverables

Fully implemented and documented A/R system
SOPs for invoicing, collections, and intake workflows
Documentation to support long-term internal management of the system

Ideal Consultant Profile

5+ years in finance systems, accounting ops, or fractional CFO work
Strong implementation experience with Stripe, QuickBooks, HubSpot, A/R automation platforms
Familiarity with two-sided marketplaces or education operations
Able to deliver both strategic systems thinking and tactical execution