Financial Operations Lead
Catena
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇲🇽 Mexico
Visit company websiteJob Level
Senior
About the role
- Oversee all aspects of financial operations: accounting, reporting, accounts payable/receivable, payroll, and cash management.
- Maintain (and continuously improve) robust financial controls to minimize risk and ensure compliance with relevant laws, tax regulations, and external audit requirements.
- Ensure timely and accurate month-end, quarter-end, and year-end close processes.
- Produce and present monthly, quarterly, and annual financial statements (P&L, balance sheet, cash flow) for internal leadership and external stakeholders.
- Develop forecasting models and budgets. Track performance against budget, provide variance analysis, and recommend corrective actions.
- Generate financial insights that help drive decisions on cost optimization, revenue growth, investment, and risk.
- Evaluate and design financial systems and tools to improve efficiency, accuracy, and scalability.
- Automate manual workflows where appropriate. Standardize templates, policies, and procedures.
- Oversee vendor/contractor relationships, ensuring payment processes are reliable and cost-effective.
- Ensure compliance with tax, regulatory, and reporting requirements in all jurisdictions where Pearl operates.
- Lead audits, liaise with external auditors, and ensure documentation and internal practices satisfy audit standards.
- Mentor or manage (directly or indirectly) junior accounting/finance personnel and possibly external support (bookkeepers, external accountants).
Requirements
- Bachelor’s degree in Accounting, Finance, or related; CPA, CMA, or equivalent strongly preferred.
- 5+ years’ experience in full-spectrum accounting/financial control in a high-growth, fast-moving environment (startups a plus).
- Deep understanding of accounting principles, revenue recognition, GAAP (or applicable accounting standards), and financial compliance.
- Experience with financial systems (e.g., QuickBooks, Xero, Netsuite, or comparable ERPs), advanced Excel/Google Sheets, plus data analysis tools.
- Strong attention to detail paired with the ability to think strategically.
- Excellent communicator, able to present complex financial information clearly to non-financial leaders.
Benefits
- Potential for profit share based on performance
- Fully WFH, forever
- Annual team retreat
- Unlimited PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial operationsaccountingreportingaccounts payableaccounts receivablepayrollcash managementforecasting modelsvariance analysisfinancial compliance
Soft skills
attention to detailstrategic thinkingcommunicationmentoringleadership
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceCPACMA