We are an entrepreneurial team with big ambitions. We provide independent corporate finance and CFO services for US-based companies with revenues between $1-100 million. Most of our clients have extensive international operations, and we are actively engaged in strategically scaling them across five continents. We are looking for the right individual to assist us in scaling our organization and 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. Our team has a hybrid work environment engaging from our office in downtown San Francisco and home. The working hours are typically 8 am to 5:30 pm PST, Monday-Friday, but are somewhat flexible, as we are more about accomplishing certain tasks and objectives with a high level of responsiveness than adhering to a set clock in/clock out time. Occasionally, there is a need to work additional hours on evenings and weekends, which might happen a few times a year. You’ll experience a family-friendly culture, where values, intelligence, motivation, behavior, and experience are highly regarded. Our best people understand the team and what we want to accomplish; they share our values and are driven to make a difference. This position entails minimal travel unless requested by the client. International travel is an option.
You will work with our team to provide advice to for-profit clients as well as non-profit clients at the cusp of impact at scale. This would entail the following areas: modeling, FP&A, budgeting/strategic planning, investor relations, capital raising, mergers and acquisitions, IPO preparation, scaling operations, and attending board meetings
Role breakdown:
Client delivery: 75-90%
Business Development: 5%
Projects/new products: 5-15%
Professional growth: 5%
Admin: 5%
Client delivery: 75-90%
● The ideal candidate will exhibit a commitment and passion for the mission and values of our company, as well as its strategic vision.
● You are a model rockstar and love to show off your skills in excel.
● You eat, sleep and breathe forward-looking models and live for accuracy.
● If someone asks you to create multiple budgets in a short amount of time, you get excited to meet and beat their deadline and requirements.
● Provides financial analysis for strategic channel, vertical and geographic expansion plans.
● Ability to prepare excellent forward-looking financial models. Oversee FP&A, financial reporting and KPI tracking. Ability to run the budgeting process from start to finish.
● Extensive experience creating budgets. Ability to run the budgeting process from start to finish.
● Drives business results and accountability. Mobilizes information gathering and analysis resources to focus on most impactful priorities.
● Provides financial modeling and due diligence expertise for acquisitions.
● Capital raising and communication crisply with investors
● Corporate finance – working along different capital structures and maximizing a company’s valuation
● Manage an audit process on a tight time schedule across multiple geographies.
● Develop a sound understanding of the core IT systems and software being used for managing day-to-day operations.
● Ensure strict application and compliance of the company’s financial and HR management policies, procedures & controls. Ensure regulatory compliance and 100% timely payment of various taxes and reporting.
● Train, develop and mentor the finance and accounting departments of clients
● Take the lead in working with multiple companies -- you will be accountable to clients
● Present to and attend meetings with CEOs and Board of Directors.
● Develop forward-looking models and financial analyses to support our clients as we develop new business and delivery models
● Ability to effectively communicate with senior and divisional management, both one-on-one and in presentation format.
● Ability to work effectively across many functions requiring the ability to quickly establish trust and rapport with divisional finance and operating managers.
New product development: 5-15%
● Ability to think outside the box to develop new software products
● Create new products to upsell to clients
Business Development: 5%
● Ability to network and establish new relationships within the financial and startup ecosystem
● Can deepen relationships with existing clients and vendors
● Ability to upsell and make an ask
Professional growth: 5%
● Dedicate time to working through online corporate finance courses to establish a baseline
● Prepare for and attend weekly 1-1s for coaching and mentoring
● Ability to attend specific conferences
● The ideal candidate will exhibit a commitment and passion for the mission and values of our company, as well as its strategic vision.
● You are a model rockstar and love to show off your skills in excel.
● You eat, sleep and breath forward-looking models and live for accuracy.
● If someone asks you to create multiple budgets in a short amount of time, you get excited to meet and beat their deadline and requirements.
● 4 Year Bachelor’s Degree in Accounting, Finance or related area.
● CPA, CFA Charter holder, or working towards designation
● A minimum of 5-7 years of professional experience working in finance and accounting
● Deep knowledge using QuickBooks (Online), Xero, INTACCT, Netsuite accounting software
● Must have experience with all aspects of accounting
● Excellent communication skills (writing and speaking) in English. Must be able to express thoughts and opinions clearly and concisely. Ability to convert detailed financial analysis to understandable summaries and recommendations for management.
● Flexibility with changing priorities.
● Proven ability to work independently, high energy, velocity in turnaround time.
● Must be proactive, anticipates questions and problems
● Must be flexible with working hours to communicate with international offices
● Attention to detail, coachable, clinical adherence to deadlines, ambitious
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