About

• Are you an experience finance professional looking for a solid part time role (24 to 32 hours / week) at an entrepreneurial company?

• Crisp is hiring a Finance Operations Lead to own our day-to-day finance administration across bookkeeping, payroll, invoicing, accounts receivable, and project financial operations. This role is ideal for someone who loves clean systems, proactive follow-through, and building a reliable finance engine inside a fast-moving professional services business.

• You will work closely with the CEO, General Manager and Marketing Delivery Manager to ensure Crisp’s financial operations are accurate, compliant, and consistently executed. This includes supporting a planned upgrade and tighter integration between Productive.io and QuickBooks Online (QBO).

• Hours and Work Style
• Part-time role: 0.6 to 0.8 FTE (24–32 hours/week)
• Hybrid strongly preferred (Vancouver), open to remote within BC for the right person
• Flexibility required around month-end, payroll, and remittance deadlines

• Tools We Use
• QuickBooks Online (QBO)
• Dext
• WagePoint (payroll)
• Plooto (payments)
• Productive.io (project financials, budgets, profitability, future invoicing workflows) Core
• Responsibilities

• 1) Bookkeeping and Month-End Close
• Process and categorize monthly transactions (approximately 100/month)
• Maintain accurate records in QBO using Dext for receipt capture
• Complete bank and credit card reconciliations
• Maintain clean chart of accounts and vendor/customer records
• Ensure monthly bookkeeping close is completed on schedule
• Coordinate with external accountant as needed for year-end
• 2) Payroll and Remittances
• Run payroll in WagePoint accurately and on time
• Manage payroll reporting and support for employee changes
• Prepare and file GST remittances
• Prepare and file WorkSafe BC remittances
• Ensure compliance with required documentation and deadlines
• 3) Billing Operations and Invoicing Control
• Own Crisp’s invoicing process across: fixed retainers monthly hourly engagements project-based work
• Ensure invoices are issued on time every month
• Maintain billing accuracy against Statements of Work (SOWs)
• When a new SOW is issued, review and ensure invoicing is aligned, and flag any questions or gaps proactively
• Support invoicing workflow improvements as we expand Productive usage
• 4) Accounts Receivable and Payment Processing
• Track accounts receivable and follow up on overdue invoices
• Support collections in a professional, consistent way
• Capture and reconcile payments through Plooto
• Maintain AR reporting and keep leadership informed of risk
• 5) Contractor, Supplier, and Expense Management
• Review contractor invoices for accuracy and alignment with agreed scope (ex: hours, rates, terms)
• Process contractor and supplier payments through Plooto
• Manage employee expense reimbursements and ensure receipts are collected
• Proactively chase missing receipts and documentation
• Maintain vendor records and support contract/payment tracking
• 6) Productive.io Administration and Financial Reporting
• Maintain project structures, budgets, and financial reporting in Productive.io
• Support accurate project profitability reporting
• Ensure internal compliance with time tracking and financial reporting requirements
• Build and maintain reporting views and dashboards for leadership as needed
• Train and support Marketing Delivery team on Productive.io, including company best practices
• 7) QBO + Productive Upgrade Support (Implementation Phase)
• Support Crisp’s planned upgrade of Productive.io functionality and financial workflows
• Help map and improve processes across: project budgets invoicing workflows
• QBO sync setup and maintenance reporting alignment between Productive and QBO
• Identify issues early and help troubleshoot with the platform vendor(s)
• Success Looks Like
• Month-end close is consistent, accurate, and low-stress
• Invoices go out on time without leadership chasing
• Remittances are filed correctly and on schedule
• AR is actively managed and visible
• Contractor invoices are reviewed and errors are caught early
• Productive reporting is reliable and trusted
• The Productive/QBO upgrade is implemented smoothly and improves billing and profitability visibility
• Qualifications
• 3–7+ years of experience in bookkeeping, finance operations, or a similar role
• Strong experience with QuickBooks Online
• Comfortable owning invoicing, AR, and payroll processes end-to-end
• Experience with professional services billing models (retainers, hourly, projects)
• High attention to detail and strong follow-through
• Confident communicator who flags issues early and asks smart questions
• Systems-minded and excited to improve processes
• CPA designation (or equivalent) is not required. We’re looking for someone with strong hands-on experience in finance operations, bookkeeping, payroll, billing, and systems.
• Entrepreneurial mindset
• Alignment with Crisp's values. Constant learning, Can-do, Sharing is caring, Be human and Thoughtful Candour
• Nice-to-Have
• Experience with Productive.io (or similar: Harvest, Float, Mavenlink, Teamwork, etc.)
• Experience with Plooto and WagePoint
• Experience supporting system implementations or migrations
• Experience in an agency, consultancy, or fractional services business
• Compensation
• $31.25–$43.25/hour, based on experience
• Role is scoped at 0.6–0.8 FTE, with potential to expand as Crisp grows
• Comprehensive benefits package
• Training and professional development support
• "Work optional" days timed for extra-long weekends
• Collaborative, supportive team environment
• Equipment expense plan (home office setup and work tools)
• Sales referral bonuses and incentives