Role Description
We are hiring a high-level finance professional with strong analytical capabilities, commercial acumen, and a leadership mindset. This role is designed for someone who can operate beyond bookkeeping—owning financial analysis, reporting, controls, and high-level oversight, while partnering closely with leadership to support strategic decision-making. The ideal candidate is technically strong, confident, and able to operate independently, with the potential to grow into a more senior finance leadership role over time.
Key Responsibilities
-
Financial Analysis & Reporting:
-
Analyze financial performance and identify trends, risks, and opportunities
-
Prepare and present financial reports to leadership and stakeholders
-
Support budgeting, forecasting, and variance analysis
-
Build financial models to support planning, pricing, and growth decisions
-
Translate complex financial data into clear, actionable insights
-
Financial Oversight & Controls:
-
Maintain high-level oversight of financial operations and internal controls
-
Partner with leadership to ensure financial discipline and visibility
-
Review financial data for accuracy, consistency, and completeness
-
Support improvements to financial processes, reporting structures, and controls
-
Business Partnership:
-
Act as a strategic finance partner to leadership and cross-functional teams
-
Support profitability analysis, cost management, and efficiency initiatives
-
Provide financial perspective on operational and strategic decisions
-
Demonstrate strong ownership over outcomes, not just analysis
-
Systems & Tools:
-
Work with existing financial systems and tools (QuickBooks experience is a plus, not a requirement)
-
Help refine, document, and scale finance processes as the business grows
-
Quickly learn and adapt to new tools, systems, and workflows
Qualifications
-
3+ years of experience in finance, financial analysis, or financial management
-
Experience in a B2B agency, professional services, or service-based business strongly preferred
-
Strong analytical skills with demonstrated problem-solving, critical thinking, and pattern recognition
-
Comfort with financial reporting, controls, and high-level financial oversight
-
Ability to operate independently and take full ownership of workstreams
-
Confident communicator who can explain financial insights to non-finance stakeholders
-
Leadership mindset with the ambition to grow into increased responsibility
Requirements
-
Experience with QuickBooks or similar accounting platforms (preferred, not required)
-
Advanced Excel / financial modeling skills (preferred, not required)
-
Exposure to scaling businesses or high-growth environments (preferred, not required)
-
Experience partnering directly with founders or senior leadership (preferred, not required)
Benefits
-
Competitive compensation based on experience
-
Full-time employment
-
Remote work location