Financial Planning and Analysis

• Run daily accounting operations: You’ll manage AR and AP, categorize transactions in QBO/Ramp, and deliver weekly cash reports that keep leadership on top of cash flow.
• Close the books with precision: You’ll execute month-end close, including updating balance sheet schedules, recognizing revenue across product lines, reconciling bank activity, and preparing variance analyses to ensure timely, accurate financials.
• Oversee vendor contract calendar: You’ll build and maintain a centralized calendar of agreements, renewal dates, cancellation clauses, and key terms so nothing slips through the cracks.
• Support tax and audit readiness: You’ll organize audit-ready records in QuickBooks, respond to auditor and tax-preparer requests, and manage a tax/audit calendar for deadlines across corporate, sales, and franchise taxes.
• Create and improve financial systems: You’ll identify opportunities to streamline workflows, implement new tools, and enhance reporting processes that increase efficiency and transparency.
• Establish compliance and controls: You’ll design and maintain processes that safeguard accuracy, accountability, and adherence to financial regulations.
• Track and share KPIs: You’ll support financial transparency by maintaining and reporting metrics that highlight business performance.
• Support payroll coordination: You’ll help ensure timely and accurate payroll cycles.

Finance Associate

Finance Operations Manager

Senior Financial Analyst

SVP, Finance and Treasurer

Senior Manager, Financial Planning & Analysis

Director, FP&A