Overview
This role is 100% remote. The position involves owning the integrity of financial operations—from monthly close through investor and lender reporting—and partnering closely with executive leadership to maintain institutional-grade financial discipline while leveraging existing automation, including ERP and accounting systems.
Responsibilities
Financial Close & Reporting
- Own the monthly, quarterly, and annual close process.
- Ensure accurate, timely, and GAAP-compliant financial reporting.
- Own day-to-day accounting activities while leveraging existing automation and ERP systems.
Working Capital & Financial Controls
- Own working capital management, including cash flow visibility, receivables, payables, and liquidity planning.
- Maintain the integrity of balance sheet reconciliations and financial controls.
- Strengthen internal controls and continuously improve financial processes without adding unnecessary complexity.
Audit, Compliance & Strategic Support
- Lead the annual audit and coordinate with external auditors and tax advisors.
- Prepare reporting packages for executive leadership, lenders, and potential investors.
- Support due diligence for debt financing, acquisitions, or future strategic transactions.
Leadership & Partnership
- Serve as a trusted financial partner to executive leadership, ownership, lenders, and future investors by delivering timely, accurate financial information and maintaining institutional-grade financial discipline.
- Lead the accounting function by setting high standards for accuracy, accountability, responsiveness, and continuous improvement.
Requirements
- Bachelor’s degree in Accounting or Finance.
- CPA required.
- 6–10 years of progressive accounting experience.
- Experience in a private equity-backed portfolio company or another professionally managed, high-growth company with institutional financial discipline.
- Strong understanding of GAAP and financial reporting.
- Experience leading annual audits and working with external accounting firms.
- Demonstrated success managing working capital and cash flow.
- Strong analytical, organizational, and communication skills.
- Hands-on, ownership mindset with a desire to continuously improve processes.
- Experience in professional services, technology-enabled services, SaaS, or recurring revenue businesses preferred.
- Experience supporting lender reporting, financing activities, or transaction due diligence preferred.
- Experience leading a lean, high-performing accounting function preferred.
- Comfortable operating in a fast-paced, entrepreneurial environment.
- Ability to travel up to 20% of the time.
Compensation & Benefits
- Compensation: Up to $150,000 base salary + variable bonus structure.
- Comprehensive medical, dental, and vision coverage, including monthly employer medical premium contribution of $1,200.
- Paid Time Off: 15 days PTO, 3 floating holidays, and 7 company-recognized holidays.
- $50,000 in employer-paid life insurance coverage.
- Short and Long-Term Disability Plans.
- Employee Assistance Program (EAP).
- 401(k) with 4% company match.
Location
- 100% remote.
- Standard business hours: 9 a.m. to 5 p.m., Monday through Friday.
- Must be based and authorized to work in the US within the EST timezone.
Reporting Line
- Reports directly to the President.