Key skills
SaaS
About this role
Role Overview
- Act as a thought partner to company leaders and assist them in making strategic decisions that will help their companies find product-market-fit and accelerate growth
- Own and update portfolio company financial models and budgets
- Work with CEOs to determine key metrics and levers to influence change
- Plan for and execute fundraising objectives
- Communicate key updates to company board members
- Oversee accounting functions including accounts payable and accounts receivable
- Manage monthly close process, analysis and reporting
- Analyze & monitor cash flow and expense management
Requirements
- 3+ years working in SaaS or professional services finance
- Excellent quantitative skills with strong experience in Excel and familiarity with Quickbooks
- Ability to embrace ambiguity, uncertainty, and changing business landscapes
Benefits
- Topo Advisors is an equal-opportunity employer
- We value diversity at our company