What we expect from you

• Own the full scoping and onboarding cycle for CFO Services customers from scoping to contract signing through kick offclients.
• Understand in detail our CFO Services worksand startups' strategic finance needs (cash burn management, forecasting, KPI, investor materials preparation, growth strategies etc.) more generally
• Manage a portfolio of clients where youfunction as a virtual CFO performing all CFO related services using modern accounting tools.

What you will be doing day to day

• Client facing work closely with startup founders to ensure the impact of business transactions are properly stated.
• Train and mentor staff and senior-level accountants.
• Work with clients team to integrating budgets, forecasts and KPI reporting.
• Ensure investor reporting requirements and debt covenants are reporting accurately and timely.
• Review partner/affiliate, sales and vendor contracts for proper application of accounting pronouncements.
• Manage multiple clients at varying stages (pre-revenue, post-revenue).
• Review and/or perform full cycle month-end close and reporting.
• Review and confirm transactions for accuracy and completeness.
• Be proactive when approaching, anticipating and resolving client requests.
• Team player that collaborates with and helps others whenever or wherever needed.

Desired Skills and Experience

• Ability to quickly build trust with team members, cross-functional groups and entrepreneurs.
• Excellent communication and interpersonal skills, presentation skills, and high attention to detail.
• Ability to understand complex business requirements and craft tailored solutions.
• Ability to quickly learn and explain financial concepts to potential customers.
• Strong critical thinking skills, including ability to identify suboptimal internal processes.
• Ability to operate independently in a highly ambiguous and fast-paced environment.
• Organized and process-driven. You are able to manage highly interdependent, complex projects and keep various work streams on track. You excel at building frameworks, playbooks, and processes for other teams to be more effective.
• Working knowledge of cloud-based accounting software (Quickbooks, Xero, Zohobooks).
• Familiarity with modern work tools like Atlassia, Click-up, Slack, Hubdoc, Google Drive etc.

Requirements

• Minimum of 5 years of accounting and/or bookkeeping experience.
• Bachelor's degree preferred.
• Chartered Accountant – ACCA, ICA, CIMA.
• Working knowledge of accounting theory and principles.
• Strong analytical and problem-solving skills.
• Strong client-facing or communication skills required.

Benefits

• Life Insurance (Basic).
• Paid Time Off (Vacation, Sick & Public Holidays).
• Family Leave (Maternity, Paternity).
• Work From Home.