Key skills
CloudBudgetingMentoringCommunicationCritical ThinkingCollaboration
About this role
Role Overview
- Managing day-to-day finance and accounting activities across business units
- Working across cloud platforms including QuickBooks, Google Workspace, Stripe, Bill.com, HubSpot, and banking platforms
- Preparing budgets by coordinating across multiple functions
- Owning monthly consolidated financials and management reporting
- Preparing board meeting materials and investor updates as required
- Managing Accounts Receivable (AR), Accounts Payable (AP), and revenue recognition (Rev Rec)
- Supporting payroll processing, payroll tax compliance, and state requirements
- Managing expense approvals and reimbursement processes
- Maintaining accurate records, reconciliations, reporting, and documentation
- Ensuring statutory, financial, and operational compliance to keep the company in good standing
- Managing multiple priorities, proactively escalating risks, and meeting deadlines
- Identifying process improvements and supporting automation initiatives
- Partnering with cross-functional teams on finance and operational workflows
- Mentoring junior team members and contributing to a collaborative team culture
Requirements
- 4–7+ years in finance, accounting, consulting, or business roles
- Bachelor’s or Master’s degree in Accounting, Business, Operations, Economics, or related field
- Strong technical proficiency with web-based and cloud applications
- Self-directed learner comfortable adopting new tools quickly
- Demonstrated ability to manage complex workloads independently
- Strong execution mindset and bias for action
- Highly organized with strong attention to detail and process orientation
- Proven problem-solving and critical thinking skills
- Ability to prioritize multiple tasks and escalate appropriately
- Excellent verbal and written communication skills
- Advanced proficiency in Excel / Google Sheets
- Experience with financial reporting, budgeting, AR/AP, Rev Rec, payroll, and compliance.
Tech Stack
- Cloud
Benefits
- Commitment to inclusion, collaboration, and mentoring
- Our Commitment to Diversity and Inclusion
- Equal employment opportunities without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression.