Oversee budgeting, forecasting, cash flow planning, and financial reporting across monthly, quarterly, and annual cycles
Ensure strong compliance with U.S. financial regulations and standards, including GAAP, IRS requirements, SEC reporting, and SOX where applicable
Provide guidance and direction to bookkeepers and other finance support staff, ensuring work is coded and structured correctly from an accounting and tax perspective
Improve and modernize financial processes by identifying opportunities for automation and better workflow design
Research, evaluate, and implement AI-powered and finance technology tools to improve reporting speed, accuracy, forecasting, and decision-making
Help design scalable accounting and finance processes for a growing business, with a strong focus on efficiency and control
Present financial insights and recommendations clearly to company leadership and key stakeholders
Assess the operational and compliance implications of adopting new AI and financial tools, including data integrity, privacy, and audit trail considerations.

Strong experience in U.S. accounting, financial compliance, and reporting
Solid knowledge of U.S. GAAP, IRS regulations, and general U.S. financial controls; exposure to SEC reporting and SOX is a plus
Experience working with U.S.-based entities and advising on accounting treatment, financial structure, and compliance decisions
Ability to guide bookkeepers and finance support staff with a strong understanding of how transactions should be classified and managed
Experience improving finance processes, reporting workflows, and planning practices
Openness to AI tools, automation, and modern finance systems
Strong strategic thinking, ownership, and communication skills
Nice to Have
CPA or equivalent strong U.S. accounting certification/background
Experience in multi-entity or multi-state U.S. businesses
Experience implementing financial systems, automation, or AI-enabled finance tools

Flexible schedule, with some overlap preferred with Pacific Time
Opportunity to play a strategic role in modernizing the company’s finance function
High-impact position with visibility to leadership

Senior Finance Lead

Key skills