The Finance Manager is responsible for overseeing financial operations, ensuring accurate reporting, compliance, and supporting financial planning within the firm.
Finance Manager
๐ Description
- Manage bookkeeping, general ledger, financial records, and accounts payable and receivable in QuickBooks.
- Monitor cash flow, liquidity, burn rate, and runway; identify financial risks and opportunities.
- Prepare financial reports, budgets, forecasts, and analyses for leadership.
- Build financial models and support strategic planning, growth initiatives, investor reporting, and fundraising.
- Track financial and operational KPIs, revenue trends, costs, and performance metrics.
- Improve finance processes, reporting systems, dashboards, and workflows; coordinate tax compliance and filings.
๐ ๏ธ Requirements
- 3โ7+ years of experience in accounting, finance, or a related role.
- Strong hands-on experience with QuickBooks.
- Advanced proficiency in Excel or Google Sheets for financial modeling and tracking.
- Experience managing financial reporting, budgeting, and cash flow.
- Strong understanding of financial statements and accounting principles.
- Ability to work independently and manage multiple priorities.
- Excellent written and verbal communication skills.
- Experience working in a startup or high-growth environment.
- Exposure to healthcare or multi-entity business structures.
- Familiarity with cash vs. accrual accounting transitions.
Full job description
Job Title: Finance Manager
Position Type: Full-Time, Remote
Working Hours: U.S. business hours
About the Role:
We are seeking a highly analytical and hands-on Finance Manager to take ownership of financial operations and support strategic decision-making in a fast-paced, growth-oriented environment.
This role combines day-to-day accounting with forward-looking financial planning. You will be responsible for maintaining financial accuracy, managing cash flow, building forecasts, and supporting leadership with insights that drive business decisions. The ideal candidate is detail-oriented, proactive, and comfortable operating independently in a startup setting.
Responsibilities:
Financial Operations & Accounting
- Manage day-to-day bookkeeping, general ledger, and financial record-keeping.
- Maintain accurate financial data within QuickBooks.
- Oversee accounts payable/receivable and ensure proper documentation and controls.
Cash Flow & Financial Health
- Monitor cash flow, liquidity, and overall financial health on a weekly basis.
- Track burn rate and maintain accurate runway projections.
- Provide insights into financial sustainability and risk areas.
Reporting, Budgeting & Analysis
- Prepare monthly, quarterly, and annual financial reports for leadership.
- Build and maintain financial forecasts and projections.
- Develop and manage budgets, tracking actuals vs. planned spend.
Strategic Finance & Decision Support
- Support leadership with financial analysis for key business decisions.
- Build financial models for growth initiatives and new opportunities.
- Contribute to long-term financial planning and strategy.
KPI & Operational Metrics
- Define and track financial and operational KPIs.
- Analyze revenue trends, cost drivers, and performance metrics.
Tax Strategy & Compliance
- Coordinate with external accountants or partners for tax compliance.
- Support tax filings, audits, and regulatory requirements.
Systems & Process Improvement
- Improve financial processes, reporting systems, and workflows.
- Maintain financial dashboards and reporting models.
Growth & Scaling Support
- Prepare financial reports and materials for investors or fundraising.
- Support scaling of the finance function as the business grows.
What Makes You a Perfect Fit:
- Strong ownership mindset with the ability to work independently.
- Detail-oriented with a high standard for accuracy and organization.
- Comfortable operating in a fast-paced startup environment.
- Analytical thinker who can translate data into actionable insights.
- Proactive in identifying financial risks and opportunities.
Required Experience & Skills (Minimum):
- 3โ7+ years of experience in accounting, finance, or a related role.
- Strong hands-on experience with QuickBooks.
- Advanced proficiency in Excel or Google Sheets for financial modeling and tracking.
- Experience managing financial reporting, budgeting, and cash flow.
- Strong understanding of financial statements and accounting principles.
- Ability to work independently and manage multiple priorities.
- Excellent written and verbal communication skills.
Ideal Experience & Skills:
- Experience working in a startup or high-growth environment.
- Exposure to healthcare or multi-entity business structures.
- Familiarity with cash vs. accrual accounting transitions.
- Experience supporting investor reporting or fundraising processes.
- CPA certification or progress toward certification.
What Does a Typical Day Look Like?
A Finance Managerโs day is centered around maintaining financial accuracy while supporting business decisions. You will:
- Manage bookkeeping and update financial records.
- Monitor cash flow and track financial performance.
- Prepare reports and analyze financial data.
- Collaborate with leadership on planning and strategy.
- Improve financial processes and systems.
In essence: you are the financial backbone of the business, ensuring clarity, accuracy, and informed decision-making.
Key Metrics for Success (KPIs)
- Accuracy and timeliness of financial reporting.
- Cash flow visibility and financial stability.
- Budget adherence and forecasting accuracy.
- Quality of financial insights provided to leadership.
- Efficiency of financial processes and systems.
Interview Process:
- Initial Recruiter Screen
- Client Interview
- Offer & Onboarding
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