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