Job Details

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

To Apply

Please send:

• A short overview of your relevant experience
• Tools/platforms you've implemented
• Your timeline availability
• Your hourly or fixed-rate pricing expectations