The Work Index by Flexa

Series

Series is an enterprise operating system (EOS) for finance and operations teams that automates and centralizes various back-office functions.

https://www.seriesfi.com/
5.8

/10

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Description

Series Financial is a financial technology company that aims to revolutionize the way businesses manage their finance and operations. They do this by offering a suite of integrated products and services, all accessible through a single platform called the Enterprise Operating System (EOS). The EOS encompasses various modules for managing banking, payments, global workforce management, contract lifecycle management, and financial data analysis. This integrated approach aims to simplify complex financial processes, automate routine tasks, and improve collaboration between finance and operations teams.

By centralizing data and eliminating the need for manual reconciliation, Series helps businesses save time, reduce costs, and achieve greater efficiency. Their mission is to simplify the financial lives of their customers, empowering them to focus on their core business strategies. Series boasts a customer-centric approach, emphasizing transparency, accessibility, and a commitment to meeting their customers' individual needs. They believe that their EOS can provide a more modern, flexible, and scalable alternative to traditional ERP systems, ultimately helping businesses thrive in the ever-changing global economy.

Flexibility

Series offers a flexible work environment, with employees able to work remotely or in one of their offices in New York City or San Francisco. They also offer a variety of benefits to support employees' well-being, including a monthly health and wellness stipend, a weekly restaurant stipend, and a generous vacation policy. This combination of benefits and flexibility allows employees to structure their work-life balance in a way that best suits their needs.

Benefits

Series offers a generous benefits package designed to support employee well-being and career growth. They provide competitive salaries, comprehensive medical, dental, and vision insurance with a significant employer contribution, a 401k program with a company match, a stipend for home office setup, a monthly health and wellness stipend, a weekly restaurant stipend, and a generous vacation policy.

Mission

Series' mission is to revolutionize enterprise finance and operations by providing a unified, cloud-based Enterprise Operating System (EOS) that automates complex processes, eliminates departmental silos, and provides real-time data insights. Their goal is to simplify customers' lives, save them time and money, and increase their leverage by empowering finance and operations teams to focus on strategic initiatives while Series manages the rest.

Automation
Data-driven
Disruptor

Culture

Series fosters a high-performing, collaborative, and customer-centric culture. They emphasize ambition, continuous improvement, and a commitment to exceeding expectations. They value diversity, inclusion, and transparency in communication. The company believes in investing in its employees and offers a competitive benefits package that promotes well-being and personal growth. They encourage a positive and energetic work environment, emphasizing teamwork and individual accountability.

Agile and dynamic
Autonomous
Collaborative
Engaging
Entrepreneurial
Fast-paced
Fun
Meritocratic
People-first
Progressive
Supportive
Transparent

DE&I

Series prioritizes a culture of diversity, equity, and inclusion, recognizing that diverse teams win and actively seeking out all voices. They believe in a meritocracy for all and strive to build an environment where everyone feels comfortable being their genuine selves. They encourage asynchronous communication and optimize for all sorts of communication methods and styles.

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