Financial Reporting & Monthly Close
Own and manage monthly close for multiple clients.
Prepare financial statements under U.S. GAAP or other required standards.
Analyze results
vs.budget, forecast, and prior periods.
Ensure proper revenue recognition and expense matching.
Produce organized, executive-ready financial packages.
Accounting Operations Oversight
Oversee daily accounting operations, including:
Accounts payable and receivable
Payroll and related reconciliations
General ledger and account reconciliations
Chart of accounts design
Fixed assets and depreciation
Inventory and cost accounting (including landed costs)
Merchant and payment processor reconciliations
Equity and consolidation accounting
Revenue and lease accounting
Deferred revenue processes
Design and maintain scalable workflows for multi-entity and multi-client environments.
Cash & Treasury Management
Monitor cash, burn rate, and liquidity across clients.
Develop and maintain cash flow forecasts.
Approve or oversee disbursements.
Support management of credit cards, lines of credit, and financing tools.
Budgeting, Forecasting & Financial Planning
Build annual budgets and periodic forecasts.
Create financial models and scenario analyses.
Provide insights on performance and key metrics.
Advise leaders on pricing, hiring, and expansion decisions.
Systems, Processes & Internal Controls
Implement and optimize accounting/ERP systems.
Oversee bill pay, expense management, and spend control tools.
Support inventory, order management, and payment system integrations.
Build and document scalable processes and internal controls.
Ensure audit readiness, data integrity, and compliance.
Tax, Regulatory & Compliance
Oversee compliance activities (sales/use tax, payroll tax oversight, 1099s, franchise/state filings).
Coordinate with external tax advisors on income tax and credits.
Support regulatory adherence and audits or due diligence.
Leadership & Cross-Functional Support
Act as a finance partner to founders and leaders.
Collaborate with CPAs, attorneys, lenders, and auditors.
Present financial results to non-finance stakeholders.
Guide and mentor accounting teams.
Translate complex financials into actionable recommendations.
Strategic Financial Insight
Identify trends, risks, and opportunities.
Recommend cost savings and margin improvements.
Support pricing, product mix, hiring, and expansion decisions.
Promote data-driven decision-making.
Equity & Stock-Based Compensation
Maintain and reconcile cap tables and equity records.
Ensure accurate accounting for stock-based compensation.
Track vesting schedules and support investor/audit requests.
Customer-Service & Leadership Competencies
Deliver accurate work on time.
Communicate clearly and concisely.
Anticipate needs and propose proactive solutions.
Demonstrate professionalism and emotional intelligence.
Balance financial rigor with practical judgment.
Coach leaders on financial performance.
Produce CEO-ready outputs.
Prevent surprises through early risk identification.
Build systems that reduce bottlenecks.
Support positive team culture.
Industry Experience
Relevant (not required) experience includes:
High-growth or early-stage companies
Technology or software (including SaaS)
Consumer products and CPG
Biotech, life sciences, innovation-driven sectors
E-commerce, online retail, digital marketplaces
Qualifications
Required
Bachelor's degree in Accounting, Finance, or related field.
Extensive hands-on accounting experience; multi-entity or multi-client preferred.
Strong knowledge of U.S. GAAP.
Prior public accounting or audit exposure.
Ability to manage multiple clients and deadlines.
Excellent communication skills.
High professionalism and ownership mindset.
Ability to work independently in a remote U.S. environment.
Preferred
Experience beneficial (not required): -
Accounting/ERP systems: QuickBooks, Xero, NetSuite
Bill pay/expense tools: Bill, Ramp, Expensify, Concur ]
Payroll/HR platforms: Gusto, JustWorks, ADP, TriNet
Commerce/payment platforms: Shopify, Amazon, Stripe, PayPal
Inventory/operations tools: Cin7, Fishbowl, SOS Inventory
Experience implementing systems or integrations is a plus.
Indicators of Success
Delivers accurate, timely financials.
Communicates with clarity and presence.
Anticipates needs proactively.
Builds trust through partnership mindset.
Creates scalable workflows and processes.
Provides forward-looking insights.
Operates with calm professionalism.