To begin your application, please fill out this form:

https://forms.monday.com/forms/e13fea7de4ce69d8fead1037ed872bab?r=use1

Responsibilities: 

Financial Planning&Strategy 

• Have a clear understanding of the input and out put of the company and be able to recommend points of opportunity.
• Own the company’s annual budgeting process and lead quarterly reforecasts.
• Build long-term financial models to support strategic planning and scenario analysis.
• Develop margin, revenue, and cost projections and present insights to the executive team.
• Partner with leadership on business cases for new initiatives, partnerships, and product lines. Underwrite new outside opportunities.
• Monitor market trends and competitive benchmarks to guide financial strategy.
• Create RSU proposal

Cash Flow, Treasury & Capital Management

• Maintain cash flow visibility and manage short- and long-term liquidity planning.
• Optimize cash cycles, AR/AP processes, and working capital efficiency.
• Evaluate financing needs and support capital-raising efforts when required.

Accounting Oversight & Financial Controls

• Oversee accounting operations to ensure accurate and timely financials.
• Tax strategist mindset (not required to be a CPA but have experience dealing with them)
• Ensure compliance with GAAP and strengthen internal controls.
• Lead month-end and quarter-end close activities.
• Improve and document accounting workflows and policies.
• Map out strategy to track cross department/company(s) financials.

Reporting & Analysis

• Prepare monthly, quarterly, and annual financial reports for leadership.
• Recommend and implement dashboards and reporting tools for revenue, margins, and KPIs.
• Lead variance analysis for revenue, expenses, and profitability.
• Provide actionable recommendations based on financial trends and risks.

Cross-Functional Leadership

• Partner with Sales, Operations, Product, and Account Management on forecasting and planning.
• Support GTM teams with pricing models and client profitability insights.
• Work with Operations on cost optimization and resource planning.
• Translate financial data into clear insights for non-financial teams.

Systems, Tools & Process Optimization

• Implement and optimize financial systems and AP automation tools.
• Automate reporting and improve data visibility.
• Build scalable processes for billing, commissions, and reconciliations.
• Integrate new data sources into finance workflows.
• Be able to set up corporation
• Work third party apps like payroll, AR automations, Clients portals, etc

Risk Management & Compliance

• Identify financial risks and establish mitigation plans.
• Maintain compliance with tax, legal, and regulatory requirements.
• Ensure data accuracy across financial systems.
• Oversee internal and external audits.

Leadership & Team Development

• Lead and mentor members of the finance team.
• Create a culture of accuracy, accountability, and improvement.
• Communicate financial strategy and insights across departments.

Executive Partnership & Board Support

• Prepare board-level presentations and financial narratives.
• Provide strategic recommendations on investments and resource allocation.
• Support M&A evaluations, due diligence, and integration projects when needed.