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 & PhasingThis 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 ImplementationWe 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 PhasesIf 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
Top Skills
What We Do
Togetherhood is a fast-growing technology marketplace dedicated to providing exceptional enrichment opportunities to children throughout New York City. We envision a world in which people in neighborhoods across the country and around the world come together to teach and learn from one another. Our goal is to make it easy to discover and access the knowledge and expertise that exists within communities. We hope you will join us on this journey.
