Finance and Operations Coordinator

Mission of the role

Heron Data is building the trust layer for American small business. Every day we read the financial documents behind roughly 25,000 businesses and help lenders underwrite more than 10% of US businesses a year, turning what used to take weeks of manual paperwork into a decision that takes minutes. We're a ~55-person Series A team across New York and London, growing fast, and we're looking for someone early in their career to help keep the whole operation running.

This is the role where you learn how a company actually works. You'll sit at the center of Heron (across finance, people, and office operations) and own the systems, vendors, and day-to-day processes that enable everyone to do their best work. It's broad by design: the ideal first job if you want to build real judgment quickly and grow toward a career in finance, operations, or people.

What you'll do:

• Keep the money moving — own accounts payable and receivable, manage corporate cards and repayment plans, keep our AR tracker current, and make sure spending is coded correctly across our US and UK books.

• Onboard every new joiner — run it end to end, from accounts and equipment to background checks and a great first week.

• Run benefits and vendors — administer health, pension, and family benefits across both countries, and be the person who keeps everything accurate.

• Support immigration and compliance — help move visa processes along and keep our paperwork clean.

• Tidy and automate — keep our tools and trackers up to date, set up new customer accounts in our billing and data systems, and build the small automations that save everyone time.

You might be a fit if:

• You're graduating soon or recently graduated (any major, but some finance / business acumen preferred) and want a broad, high-ownership first role.

• You're unusually organized and like closing loops. Nothing slips through the cracks on your watch.

• You're comfortable with numbers and pick up new software fast.

• You're proactive; you'd rather figure it out and propose a fix than wait to be told.

• You care about getting things right, especially where money, people, and compliance meet.

• You're excited to be in the office with the team in New York.

You don't need finance or operations experience; bring the instincts above and the willingness to learn, and we'll teach you the rest. You'll work closely with our finance and operations leads, get real responsibility from week one, and see every part of how a startup gets built. Some of the most valuable people at any company started in exactly this seat.

About Heron Data

We are Heron Data, a Series A stage company based in New York and London.

• At Heron, we use the latest advances in AI and LLMs to automate document processing. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses including some of the world's largest fintechs, banks and other specialty finance companies, commercial insurers, and more.

• Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.

• We are a rapidly growing company with over 150 customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyze tens of thousands of documents a day, including over 20 million individual bank transactions daily for our customers. We continue to grow into more segments and workflows: further into lending, banking, insurance. And we think there's much more we can do!

• We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from great tech companies including Facebook, Spotify, Revolut and many other startups from around the world.

• With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.

• Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we serve over 190 customers and have over $13M in ARR. Read more about our mission here