About the role
Roles & Responsibilities:
- Lead client accounting engagements, managing all aspects of the client’s accounting function to ensure accurate and timely reporting of business financials
- Develop, document, and continuously improve finance processes, controls, and operational efficiency
- Prepare and review all financial statements, including balance sheet, income statement, and cash flow statement on a monthly basis within 7 business days of month end
- Provide ongoing financial reporting, tracking of Key Performance Indicators, strategic insights into business performance, and proactive cash flow management to clients
- Support clients through fundraising processes through data room preparation, communication with external financing partners, and ongoing needs
- Collaborate closely with tax partners to provide information necessary for quarterly estimates and annual corporate tax filings
- Manage Velo’s financial operations team who performs bookkeeping categorization and reconciliation on a weekly basis, managing the communication process with clients to ensure accurate categorization of vendors and expenses
- Ensure clients utilize the appropriate financial tech stack and manage the implementation and day to day use of the selected tools
Qualifications:
- 7+ years experience in accounting roles at US-based companies; CPA preferred
- Prior experience managing 5-10+ clients at a startup-focused accounting firm preferred
- Proficiency and ability to collaborate across Google Sheets, Google Docs, Slack, Zoom
- Ability to switch between individual and collaborative projects quickly and accurately
- Ownership mentality, high coachability, bias to action, and unwavering integrity
- Experience with bookkeeping software (e.g. QuickBooks Online, NetSuite) and financial operations software (Ramp, Gusto, Stripe, Mercury, etc.)