To begin your application, please fill out this form: [Click here to apply] Responsibilities: Financial Planning&Strategy Have a clear understanding of the input and out put of the company and be able to recommend points of opportunity. Own the companys annual budgeting process and lead quarterly reforecasts. Build long-term financial models to support strategic planning and scenario analysis. Develop margin, revenue, and cost projections and present insights to the executive team. Partner with leadership on business cases for new initiatives, partnerships, and product lines. Underwrite new outside opportunities. Monitor market trends and competitive benchmarks to guide financial strategy. Create RSU proposal Cash Flow, Treasury & Capital Management Maintain cash flow visibility and manage short- and long-term liquidity planning. Optimize cash cycles, AR/AP processes, and working capital efficiency. Evaluate financing needs and support capital-raising efforts when required. Accounting Oversight & Financial Controls Oversee accounting operations to ensure accurate and timely financials. Tax strategist mindset (not required to be a CPA but have experience dealing with them) Ensure compliance with GAAP and strengthen internal controls. Lead month-end and quarter-end close activities. Improve and document accounting workflows and policies. Map out strategy to track cross department/company(s) financials. Reporting & Analysis Prepare monthly, quarterly, and annual financial reports for leadership. Recommend and implement dashboards and reporting tools for revenue, margins, and KPIs. Lead variance analysis for revenue, expenses, and profitability. Provide actionable recommendations based on financial trends and risks. Cross-Functional Leadership Partner with Sales, Operations, Product, and Account Management on forecasting and planning. Support GTM teams with pricing models and client profitability insights. Work with Operations on cost optimization and resource planning. Translate financial data into clear insights for non-financial teams. Systems, Tools & Process Optimization Implement and optimize financial systems and AP automation tools. Automate reporting and improve data visibility. Build scalable processes for billing, commissions, and reconciliations. Integrate new data sources into finance workflows. Be able to set up corporation Work third party apps like payroll, AR automations, Clients portals, etc Risk Management & Compliance Identify financial risks and establish mitigation plans. Maintain compliance with tax, legal, and regulatory requirements. Ensure data accuracy across financial systems. Oversee internal and external audits. Leadership & Team Development Lead and mentor members of the finance team. Create a culture of accuracy, accountability, and improvement. Communicate financial strategy and insights across departments. Executive Partnership & Board Support Prepare board-level presentations and financial narratives. Provide strategic recommendations on investments and resource allocation. Support M&A evaluations, due diligence, and integration projects when needed. Requirements: Progressive finance experience, including FP&A, budgeting, and strategic planning. Strong financial modeling skills with ability to build long-term forecasts, scenario models, and margin/revenue projections. Proven experience owning budgeting, reforecasting, and cash-flow planning for a growing company. Solid understanding of accounting principles, GAAP compliance, month-end close, and financial controls (CPA not required). Experience working with auditors, tax advisors, and third-party financial platforms (payroll, AR/AP automation, billing, client portals). Ability to evaluate capital needs, support fundraising, and assess new business initiatives or partnerships. Skilled in dashboarding, KPI reporting, variance analysis, and presenting insights to executives/board. Tech-savvy with financial systems, automation tools, and data integrations; able to improve processes and workflows. Experience in risk management, compliance, and maintaining accurate financial data across systems. Leadership capabilities with experience mentoring finance teams and driving accountability. Strong communication skills to translate complex financial insights into clear business recommendations. Schedule is Monday-Friday, 9 am- 5 pm EST To proceed with your application, please fill out this form: [Click here to apply]
