Run the week-to-week financial operations of the company (account, AR, AP, payroll, stock, employee expenses, etc). We have high quality bookkeeping and fractional capacity for AR, AP, and payroll
Manage annual financial budgeting and forecasting processes, ensuring the annual plan reflects company strategic objectives
Diligence target companies’ financials, analyze transaction structures, close acquisitions, and integrate businesses with a focus on improving EBITDA
Support the CFO and CEO in equity and debt fundraising, including preparation of investor materials and data rooms
Ensure timely completion of monthly financial close & reporting
Ensure compliance with GAAP and applicable regulatory requirements
Create & maintain routine and ad hoc financial modeling. Run reporting & analyses to enable sound & timely decision making
Conduct research-driven analysis (e.g., pricing, unit economics, competitive landscape) to inform product development and go-to-market strategy, and help rapidly test hypotheses
Ensure compliance with federal and state tax requirements
Requirements
10+ years of relevant experience, including 5+ years of leadership experience
Demonstrated success at designing, implementing and improving scalable processes, so that execution capabilities scale super-linearly to headcount.
AI fluent, we prefer to build scalable systems before hiring additional headcount.
Strong modeling & analytical skills with an ability to prototype internal tools, and then harden them by integrating the right sources-of-truth to automate.
Take pride and pleasure in communicating precisely, quickly, and in a way tailored to your audience.
Pro-active project manager who can self-direct work for at least two weeks at a time, on multiple projects, without requiring significant direction from the CFO.
Deep commitment to the mission, paired with the self-awareness to manage your energy and emotions across what is a marathon, not a series of sprints.
Committed to staying for the long term. We are not looking for a brief tour of duty.
Additional Qualifications (desired but not required): CPA
Confident with Quickbooks Online or Netsuite
Part of teams who have acquired companies and teams in a way that drove expansion (cost cutting expertise by itself is not interesting to us)