BELAY

Director

• Lead BELAY's Talent department in sourcing, vetting, and placing independent contractors
• Set vision and strategy for the Talent team
• Ensure compliance with employment and independent contractor law
• Develop direct reports and promote a culture of innovation

Director of Talent

Controller

• Lead multiple client onboarding engagements
• Serve as the primary client contact during onboarding
• Assess clients’ accounting records
• Lead accounting clean-up activities
• Review balance sheet accounts and financial statements
• Develop and document scalable accounting processes
• Prepare and present initial financial reports
• Coordinate with bookkeeping and internal teams
• Identify project risks and escalate issues to leadership
• Prepare transition documentation for recurring accounting team

Onboarding Controller

Account Manager

• Lead and develop a team of Client Success Consultants by establishing clear objectives, performance expectations, and accountability for results.
• Conduct regular one-on-one and team meetings to provide coaching, feedback, training, and support.
• Monitor team performance against established client retention, revenue, service, and productivity goals, using data to identify trends and determine appropriate actions.
• Ensure Client Success Consultants provide proactive, consultative support throughout the client lifecycle, including onboarding, ongoing communication, issue resolution, and account growth.
• Review client and contractor feedback, account health indicators, and escalation trends to identify risks and improve the overall service experience.

Client Relations Manager

Account Executive

• Generate and close new business opportunities through outbound prospecting, networking, referrals, and strategic partnerships.
• Conduct consultative discovery conversations to identify client needs and align BELAY’s financial solutions with business goals.
• Manage the full sales cycle from prospecting and qualification through proposal development, negotiation, and close.
• Build and maintain a pipeline of qualified opportunities while consistently achieving or exceeding sales targets.
• Develop and maintain referral relationships with CPAs, financial advisors, business consultants, and other strategic partners.
• Collaborate with Marketing and internal stakeholders to support lead conversion and market growth initiatives.
• Travel regularly within the assigned territory to support client meetings, networking opportunities, partner relationship development, and other business activities.
• Deliver virtual and in-person presentations and business discussions to executive-level decision-makers.
• Maintain an understanding of accounting, finance, and business operations to effectively position BELAY’s services.
• Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records.

Senior Financial Sales Consultant

Accountant

• Responsible for ensuring accurate, timely, and compliant sales and use tax reporting across multiple U.S. jurisdictions.
• Manage tax filings and support compliance with evolving tax regulations.
• Monitor filing deadlines and ensure timely, accurate tax remittances.
• Research and interpret state and local sales tax laws and regulatory changes.
• Prepare reports and analyses related to sales tax liabilities, exposures, and compliance trends.
• Partner with Accounting, Finance, Operations, and IT to support accurate tax determination and reporting.

Sales Tax Accountant

• The Senior Corporate Accountant plays a key role in supporting BELAY's corporate accounting operations by ensuring the accuracy, integrity, and timeliness of financial reporting and month-end close activities.
• This role is responsible for general ledger accounting, account reconciliations, journal entries, and supporting accounts payable and accounts receivable processes while partnering closely with the Controller on financial reporting, audits, and process improvements.
• Prepare and record journal entries, including payroll, accruals, prepaids, and other month-end adjustments.
• Perform monthly balance sheet reconciliations and ensure supporting documentation is complete and accurate.
• Review general ledger activity to ensure expenses are recorded appropriately and in accordance with company policies and accounting standards.
• Assist with the monthly, quarterly, and year-end close processes.
• Prepare weekly income reports for leadership review.
• Release approved accounts payable payments on a weekly basis.
• Support accounts receivable and accounts payable processes, including reconciliation of Wingspan invoicing and payments.
• Distribute and maintain monthly financial reports and supporting documentation.
• Assist with internal and external audit requests by preparing schedules and supporting documentation.
• Serve as backup support for the Corporate Accountant as needed.
• Partner with the Controller on special projects, financial analyses, and continuous process improvement initiatives.
• Identify opportunities to improve accounting processes, increase efficiency, and strengthen internal controls.

Senior Corporate Accountant

• Managing all accounting functions for BELAY Financial, including accounts receivable, accounts payable, general ledger, and reconciliation processes.
• Applying independent thinking and problem-solving skills to identify and analyze issues and implement effective solutions.
• Supporting the team by managing tasks, requests, and inquiries related to the assigned engagement roster.
• Collaborating with clients, contractors, and internal teams to support informed financial decision-making and resolve discrepancies.
• Compiling and reviewing monthly financial statements and forecasts.

Corporate Accountant

Human Resources

• Lead the day-to-day operations of the Human Resources function
• Manage the HR operations team
• Ensure HR processes are delivered efficiently and consistently
• Execute employee engagement initiatives
• Oversee recruiting operations in partnership with the Corporate Recruiter
• Coordinate staffing actions resulting from workforce planning decisions

HR Manager

QA Automation Engineer

• Design, build, implement, and maintain scalable AI-powered automations, integrations, and workflow solutions that support operational efficiency across the organization
• Develop and support automation solutions using technologies such as Python, SQL, APIs, orchestration tools, and AI platforms
• Lead the ongoing administration, optimization, and support of BELAY’s internal AI and automation tools and systems
• Partner with cross-functional teams to identify workflow inefficiencies and develop scalable automation and AI-driven solutions
• Translate business needs into technical requirements and communicate technical concepts clearly to both technical and non-technical stakeholders
• Establish and track key performance indicators (KPIs) to measure the effectiveness and business impact of automation and AI initiatives

AI Automation Engineer – Enablement Lead

Assistant

• Build and manage a pipeline of qualified opportunities through outbound prospecting, networking, referrals, events, and strategic outreach efforts
• Identify and engage decision-makers across targeted industries, including financial advisors, RIAs, wealth management firms, and other key market segments
• Conduct discovery conversations to understand client needs and position BELAY's Assistant Solutions offerings appropriately
• Manage opportunities from initial outreach through qualification, proposal discussions, and signed agreement
• Develop and maintain channel, referral, and strategic partnership relationships that support ongoing lead generation and business growth
• Represent BELAY at industry events, conferences, networking opportunities, and association meetings
• Collaborate with Marketing on campaigns, event follow-up activities, and market growth initiatives
• Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records

Solutions Advisor

Executive Assistant

• Provide high-level, proactive support to the VP of Client Success
• Manage complex calendaring and meeting logistics
• Oversee comprehensive travel arrangements
• Develop executive presentations and reports
• Conduct weekly and month-end Salesforce audits

Executive Assistant – Client Success

Financial Planning and Analysis

Senior Financial Solutions Advisor

• Design, build, implement, and maintain scalable AI-powered automations, integrations, and workflow solutions that support operational efficiency across the organization.
• Develop and support automation solutions using technologies such as Python, SQL, APIs, orchestration tools, and AI platforms.
• Evaluate and recommend AI and automation tools, platforms, and integrations based on scalability, maintainability, business value, security, and operational impact.
• Partner with cross-functional teams to identify workflow inefficiencies and develop scalable automation and AI-driven solutions.
• Develop and maintain a roadmap for AI and automation initiatives aligned with organizational priorities and operational goals.

• Provide high-level administrative and operational support to the Director of Human Resources and the broader HR team
• Manage and maintain the Director’s calendar, ensuring priorities are aligned with business needs
• Coordinate meetings by gathering agendas and ensuring attendees are prepared
• Prepare agendas, materials, notes, and follow-up action items for HR leadership meetings
• Draft correspondence, communications, presentations, and meeting materials while maintaining a high level of professionalism
• Manage expense reporting and reimbursement tracking for the Director of HR
• Support the preparation and facilitation of monthly BELAY All Team (BAT) meetings
• Coordinate HR-related events, offsites, in-person meetings, and team-building activities
• Assist with onboarding coordination and new hire administrative support

HR Team Administrator

• Lead financial strategy, planning, and forecasting for clients
• Develop and maintain budgets and a 13-week rolling cash flow
• Deliver timely, monthly financial reporting and executive insights
• Serve as a trusted partner to clients through periods of stabilization, growth, and transition
• Partner with client leadership on growth initiatives, operational efficiency, and risk management
• Provide proactive insight by identifying risks, opportunities, and compliance considerations to support client growth
• Monitor client engagement health and identify opportunities for additional support, resources, or services as appropriate
• Collaborate cross-functionally to ensure timely, high-quality client support.

Director of Talent

Onboarding Controller

Client Relations Manager

Senior Financial Sales Consultant

Sales Tax Accountant

Senior Corporate Accountant

Corporate Accountant

HR Manager

AI Automation Engineer – Enablement Lead

Solutions Advisor

Executive Assistant – Client Success

Senior Financial Solutions Advisor

AI Automation Engineer – Enablement Lead

HR Team Administrator

CFO – Financial Solutions