Everis

Financial Planning and Analysis

• Design and improve accounting structures, chart of accounts, reporting lines, and internal accounts for existing businesses, new entities, and acquired companies.
• Set up and clean up books for new or early-stage companies, including making sure each business line can be understood separately.
• Build useful profit and loss reporting by company, app, and business line, including revenue, costs, CAC/LTV, ROI, allocations, and performance trends where relevant.
• Run and improve close, reconciliations, intercompany balances, recharges, allocations, documentation, and recurring reporting across multiple entities.
• Investigate accounting problems where the numbers do not add up: misallocated expenses, missing records, unusual transactions, and occasionally potential fraud.
• Support acquisition work: target analysis, diligence, seller number verification, scenario modeling, and post-acquisition performance tracking.
• Coordinate with bookkeepers, accountants, tax advisors, and operating teams so the finance function becomes reliable without constant founder involvement.
• Stay across company maintenance, compliance, tax efficiency, entity structure, and advisor follow-through, especially for US-facing work.
• Find practical ways to save money, improve financial strategy, reduce administrative load, and increase profits through better information and better structure.
• Use QuickBooks, Xero, spreadsheets, Google Drive records, bank statements, and AI tools to reconcile, analyze, document, and improve the finance function.
• Stay flexible and take on additional responsibilities as the role and company needs evolve.

Founding Finance Manager

People Operations

• Manage internal tools, accounts, documents, calendars, hiring systems, and team processes.
• Keep employee, contractor, HR, payroll, leave, and policy records organized and up to date.
• Coordinate onboarding and offboarding, including documents, tool access, introductions, training materials, and access removal.
• Create and maintain simple documentation, checklists, SOPs, onboarding guides, and internal process notes.
• Manage tool access across Google Workspace, Slack, Notion, Airtable, GitHub, Figma, HubSpot, Stripe, password managers, AI tools, and other software.
• Support team members, candidates, founders, and external partners with scheduling, follow-ups, admin tasks, and coordination.
• Use AI tools to draft documentation, summarize information, create templates, and improve recurring workflows.
• Stay flexible and take on additional responsibilities as the role and company needs evolve.

Founding Finance Manager

People Operations Specialist