Finance Manager

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):

* 3–7+ 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 Manager’s 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