Responsibilities
- Own the close — Full ownership of monthly, quarterly, and annual accounting close; P&L, balance sheet, and cash flow statements
- Build financial infrastructure from scratch — Design and implement processes, controls, and systems; this is the primary focus in the first 6-9 months
- Manage cash and treasury — Monitor cash positions, forecast liquidity needs, ensure funds are allocated appropriately across accounts
- Run budgeting and forecasting — Build and maintain the annual budget, rolling forecasts, and variance analysis
- Support board and investor reporting — Prepare financial packages, presentation materials, and investor updates
- Build dashboards that drive decisions — KPI development and financial reporting that supports executive and board-level decision making
- Oversee payroll and AP/AR — Ensure accurate and timely payroll processing; manage vendor payments and intercompany reconciliations
- Find automation opportunities — Identify and implement ways to reduce manual work and improve accuracy across the finance function
- Manage and grow the team — Lead existing resources, bring in new ones as needed, and build the function as the company scales
Requirements
- 5–7 years of progressive accounting and finance experience, with direct ownership of a full finance function
- Demonstrated ability to build financial processes and systems in a fast-moving environment
- Strong FP&A skills: budgeting, forecasting, scenario modeling, and business partnering
- Exceptional attention to detail with the ability to manage competing priorities
- Strong written and verbal communication
- Based in San Francisco or willing to relocate immediately
Nice to Have
- CPA
- Prior startup or high-growth company experience
- Experience with trust accounting, insurance, brokerage, or other regulated financial environments
- Experience managing and developing others—direct reports or external resources
Benefits
- Health, dental, and vision insurance
- Commuter benefits
- Team meals and snacks
Work Arrangement
On-site
Additional Information
- This is a high-intensity environment and the work reflects it.