We are passionate about building and sustaining inclusive and equitable working environments. We believe every member of our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and discover, design, and deliver solutions. We strongly encourage qualified women, people of color, and individuals of diverse backgrounds to apply.

COMPANY OVERVIEW

We are a startup with big ambitions. We provide independent corporate finance and part-time CFO services for international companies with revenues between $2-20 million and select engagements up to $100 million. We are actively engaged in strategically scaling our clients across ten countries. We are looking to train the right individual to assist us in growing the delivery of our services and products. This is a fantastic opportunity to join us at an early stage and help grow and develop our organization to a high level.

You'll work side-by-side with a small but highly creative, motivated team committed to making a transformational difference in the lives of our clients. Currently, our team is entirely remote. The working hours are typically 8:30 a.m. to 5:30 p.m. PDT Monday-Friday, but are flexible and now have employees on the East Coast, Argentina, and Brazil.

The Role

We are in search of a Business Operations professional who has experience working in a consultancy in a client-facing role with multiple clients at one time. If you are looking for a challenge, eager for a fast-paced startup environment that will push you out of your comfort zone, where learning happens. Most importantly, you’re a problem solver with exquisite attention to detail, unafraid to get technical to understand the root cause of an issue. 

As a Business Operations, you will be part of the Financial Operations team responsible for ensuring the seamless flow of funds in and out. It is a wide-ranging role. If you can be accurate and detail-oriented under pressure, are always reliable and collaborative, and love the dynamic environment of operations, we want to hear from you—

Client Facing Responsibilities

• Demonstrate a thorough understanding of professional accounting and bookkeeping practices.

• Stay current on the latest cloud-based accounting technology.

• Support client and vendor onboarding process for all assigned client engagements in accordance with a defined process.

• Execute, as applicable, processes related to accounts payable and accounts receivable management, accounting entries, closing the books monthly along with the Sr. Finance Team, and preparing financial reporting and analysis with the Sr. Finance Team. This may also include payroll, HR administration, and special projects as assigned.

• Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, deadline delivery, and stellar support.

• Execute accurate monthly customer invoices using QBO, monitor incoming payments, follow up on overdue invoices, and reconcile transactions as needed. 

• Maintain accurate and up-to-date financial records.

• Assist in tracking financial metrics. 

• Experience with Expense reports and attention to detail. 

• Build ad hoc analysis as required by senior management.

Must Haves

• 5+ years of experience in multi-faceted levels of operations, setting up processes and procedures, running payroll, and more. 

• Experience in a multi-client environment is highly preferred

• Advanced knowledge of Excel

• Experience working with small to mid-sized businesses, highly preferred

• Experience using QuickBooks, Bill.com, and/or similar cloud-based accounting software for/in a professional organization

• Experience using Rippling/Gusto/Quickbooks for payroll processing in multiple US locations

• Strong written and verbal communication skills

• Ability to Create Monthly Finance packages for our accounting clients. 

• Willingness to follow established policies and procedures consistently and accurately

• A passion for and sense of personal satisfaction in delighting clients and helping businesses succeed

• Ability to work effectively in a remote setting and build client relationships based on trust, accountability, integrity, and sharing of best practices

• Commitment to maintain confidentiality while working with client data

• A dedicated workspace with a reliable, high-speed internet connection