The Role

Reporting directly to the Executive team your role will be to:

• Monitor the financial performance of the company 
• Compile and analyze financial reporting packages 
• Prepare monthly and annual operating budgets 
• Research, document, and communicate to leadership the implications of various technical accounting and financial reporting matters
• Participate in review of contracts for revenue recognition issues and provide accurate accounting guidance on revenue, cost of sales and other accounting aspects
• Work with internal partners on initiatives to improve the organization including, but not limited to, new processes, procedures, workflows or system enhancements.
• Manage the preparation and administration of employee agreements as well as payroll and benefits set-up. 
• Coordinating and directing the preparation of the budget and financial forecasts and report variances
• Data aggregation, standardization, manipulation and organization.

This will include specific tasks such as:

Management

• Process payroll in a timely manner (JustWorks,Deel,Bank Treasury Systems)
• Manage Cash Flow and Account Balances (Quickbooks)
• Help Integrate Quickbooks with other systems (Bill.com, Salesforce, Slack etc)
• Maintain an orderly accounting filing system 
• Maintain a system of controls over accounting transactions 

Reporting 

• Issue timely and complete financial statements (by the 10th of each month) 
• Cash reporting, analysis and projections (Semi-Monthly) 
• Coordinate the preparation of the corporate annual report 
• Calculate and issue financial and operating metrics (Gross Margin) 
• Sales Audits (weekly)
• Commission Reports (monthly)
• Calculate variances from the budget and report significant issues to management (Monthly) 
• Provide financial analyses as needed (Monthly) 
• Monthly review and revisions with Executive Team

Compliance 

• Coordinate the provision of information to external auditors for the annual review 
• Comply with local, state, and federal government reporting requirements and tax filings 
• Monitor compliance to financial requirements outlined in contracts, company policies and local laws

Requirements

• Knowledge of finance, accounting, budgeting, and cost control principles including The Accounting Standards for Private Enterprise. 
• Self-motivated individual who strives to go above and beyond to do what’s best for customers
• Can work simultaneously on multiple projects 
• Familiarity with accounting software, ideally Quickbooks 
• Enjoys working in a collaborative environment where everyone pitches in 
• Ability to quickly build rapport with multiple internal teams 
• Thrives in a fast moving environment where things are always changing 
• Questions the status quo and isn’t afraid to speak up
• You think strategically but like to roll up your sleeves. 
• You’re a creative problem solver who sees every challenge as an opportunity to accelerate progress.
• Experience with a transactional business model

What Success Looks Like

• Establish COGS Margins on a per order level
• Establish department based cost attribution
• Decrease the marginal tax liability of the company 
• Keep 100% financial data integrity 
• Close monthly books within 5 business days 

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