Key skills
ShopifyLeadershipBudgetingCommunication
About this role
Role Overview
- Oversee the daily workflow of the client delivery team.
- Provide training and constructive feedback to the junior members of the delivery team.
- Manage the monthly, quarterly, and annual close process.
- Prepare balance sheet reconciliations, manage adjusting journal entries, and maintain supporting workpapers.
- Present financial statements to the client’s leadership team, board, or investors with in-depth analysis of variance trends and comparison against budget.
- Drive the client’s annual budgeting process.
- Prepare pro-forma financial statements and forecasts for internal or investor use.
- Forecast client cash needs and cash position.
- Process timely and accurate payroll using third-party payroll software.
- Implement and maintain AP workflows and approval procedures.
Requirements
- CPA
- Minimum 10 years experience in a financial leadership role.
- Experience working with business owners, principals and executive staff.
- Experience working with ambitious entrepreneurial organizations.
- Comfortable with both written and verbal communication.
- Experience managing technology solutions such as Shopify, Quickbooks Online, Bill.com, Melio, Exepnsify, Fathom, Syft, LivePlan, Rippling, Gusto, Avalara or others.
Benefits
- Flexible work arrangements
- Professional development