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About the role
Key responsibilities & impact- Own all monthly financial reconciliation, reporting, and compliance for both Givzey and Version2.ai.
- Build, refine, and present financial forecasting models that power leadership decisions.
- Deliver clear, actionable financial performance reports to the CEO and Board of Directors.
- Lead accounts payable, invoicing, collections, and vendor onboarding processes.
- Maintain cap tables and oversee 409A valuations.
- Ensure full compliance with federal, state, and local tax regs.
- Manage commission reporting for leadership and sales teams.
- Partner with legal and accounting on audits, contracts, and compliance.
- Review and optimize software license agreements and insurance coverage.
Requirements
What you’ll need- 3–5 years of finance experience, ideally in a SaaS startup (bonus: nonprofit familiarity).
- Proven success with forecasting, KPI tracking, and board-level reporting.
- Bachelor’s degree in finance, accounting, or related field — or equivalent experience.
- Detail-driven, analytical, and unafraid of a fast-moving to-do list.
- Exceptional communication skills — you can turn complex numbers into a compelling story.
- Passion for our missions and excitement to grow alongside two trailblazing companies.
- A proactive, roll-up-your-sleeves mindset — because “that’s not my job” isn’t in your vocabulary.
Benefits
Comp & perks- Work fully remote with a tight-knit, high-performing team.
- Be part of two industry-shaping SaaS products in hyper-growth mode.
- Direct access to founders and leadership — your voice and ideas matter.
- Opportunity to help shape our long-term strategy and scale.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reconciliationfinancial forecastingKPI trackingaccounts payableinvoicingcollectionsvendor onboardingcap tables409A valuationscompliance
Soft Skills
detail-drivenanalyticalexceptional communicationproactiveadaptabilitystorytelling
Certifications
Bachelor’s degree in financeBachelor’s degree in accountingrelated field experience
