Operations & Systems Lead (Specialty Finance)

Location: Remote (South Africa or Latin America preferred)
Working Hours: Partial overlap with U.S. Pacific Time business hours preferred
Salary Range: $1,800 – $2,500 USD per month (DOE)
Type: Full-Time

About the Company

We are a specialty finance company providing cash flow solutions to medical clinics and equipment providers treating personal injury patients.
We advance funds against medical receivables tied to insurance settlements and litigation outcomes, helping clinics maintain operational cash flow while cases resolve — a process that can take anywhere from 8–26 months.

We are entering a significant growth phase and are looking for a highly organized, systems-oriented operator to help us transition from founder-managed processes and fragmented spreadsheets into a scalable operational platform.

Role Overview

We are looking for a highly organized Operations & Systems Lead who can help build the operational infrastructure behind a growing specialty finance company.

Currently, much of our operational logic, reporting flow, and tracking systems live across multiple spreadsheets, documents, and founder knowledge. Your role will be to help organize, streamline, and improve the systems that power the business.

You will work directly with the founders to:

Build operational workflows
Create reporting systems
Organize and improve spreadsheet infrastructure
Maintain operational visibility
Improve data accuracy and process consistency
Help scale the business operationally

This role is ideal for someone who enjoys creating order from complexity and building systems that make businesses run better.

Key Responsibilities

1. Systems Building & Operational Organization (Priority #1)

Operational Cleanup & Structure

Audit and organize existing Google Drive folders, spreadsheets, and operational workflows
Help centralize operational tracking and reporting
Improve naming conventions, file organization, and reporting consistency

Spreadsheet & Workflow Architecture

Build and maintain advanced Google Sheets / Excel tracking systems
Create interconnected operational dashboards and reporting workflows
Assist in evaluating or implementing tools such as Airtable or Smartsheet where appropriate

Process Documentation

Map and document the operational flow of deals from onboarding through repayment
Create SOPs and repeatable operational processes
Identify bottlenecks, inefficiencies, and areas for improvement

2. Data Management & Reporting

Financial & Operational Tracking

Track medical receivables, settlements, funding activity, and operational milestones
Maintain organized reporting across:
Client funding activity
Internal operational metrics
Capital provider reporting

Reporting & Analysis

Aggregate and organize operational data
Build dashboards and reporting summaries
Help improve visibility into cash flow, portfolio activity, and operational performance

Data Accuracy & Reconciliation

Ensure information remains accurate and synchronized across systems
Assist with ongoing operational reconciliation and reporting consistency

3. Strategic Operations & Process Improvement

AI & Automation

Utilize AI tools and automation opportunities to improve operational efficiency
Recommend workflow improvements and scalable systems

Operational Support

Assist in organizing and tracking due diligence and operational data related to clinic underwriting and reporting
Support operational scalability as the company grows

Continuous Improvement

Help transition the business from reactive/post-hoc operational management into a more real-time, organized operational environment

Requirements

REQUIRED

Advanced Spreadsheet Proficiency

You do not simply “use” spreadsheets — you build systems within them.
You should be highly proficient in:

Google Sheets
Excel
Formulas
Data organization
Reporting structures
Dashboard creation
Linked operational workflows

Systems Thinking

You naturally understand how operational processes connect together and can identify:

workflow gaps,
inefficiencies,
bottlenecks,
and opportunities for improvement.

Analytical Operations Experience

Experience in one or more of the following is preferred:

Financial operations
Lending operations
Insurance operations
Startup operations
Reporting/analytical operations environments
Healthcare administration or receivables tracking

Builder Mentality

You are comfortable operating in a startup or scale-up environment where:

processes are evolving,
structure is being built,
and ownership is expected.

Intelligence & Patience

You are capable of deep-diving into messy operational systems and organizing them thoughtfully and methodically.

Strong Follow-Through

You naturally keep projects, reporting, and operational tasks moving without needing constant oversight.

PREFERRED

Experience with Airtable, Smartsheet, or similar operational tools
Experience leveraging AI for workflow or operational efficiency
Understanding of lending, receivables, insurance, or healthcare operations
Experience working directly with founders or entrepreneurial businesses

Who You Are

Highly Organized

You naturally create structure, organization, and operational clarity.

Solutions-Oriented

You do not just identify problems — you think in terms of workflows, systems, formulas, and operational solutions.

Self-Directed

You can work directly with founders, take abstract ideas, and turn them into organized operational outputs.

Detail-Oriented

You notice inconsistencies, missing information, and operational gaps before they become larger issues.

Calm Under Pressure

You can maintain organization and accuracy while managing multiple moving pieces in a fast-paced environment.

What Success Looks Like

Within the first 6–12 months:

Operational spreadsheets and workflows become significantly more organized
Reporting becomes more consistent and scalable
Operational visibility improves across the business
Founders spend less time managing operational chaos
Systems and processes begin replacing manual work and founder memory
The company develops a scalable operational foundation for future growth

Operations & Systems Lead - 60254129171