Financial Planning and Analysis

• Oversee accounting and financial operations across Shaper and its portfolio companies, ensuring accuracy, consistency, and compliance.
• Lead monthly, quarterly, and annual closes for portfolio companies and Shaper.
• Where applicable, partner with external accounting firms to support audits, closes, and tax filings.
• Manage shared financial tools and systems — including QuickBooks, Ramp, Mercury, Carta, Brex, and Rippling — and drive process improvements.
• Support portfolio companies during launch and scale phases with setup and ongoing finance support (e.g., accounting, vendor management, bill pay, cash forecasting).
• Lead end-to-end payroll operations for Shaper and select portfolio companies, ensuring accuracy, timeliness, and compliance across jurisdictions.
• Coordinate payroll changes, bonuses, and adjustments with finance and HR stakeholders.
• Oversee integration and automation across payroll and financial systems to increase efficiency.
• Support equity programs for Shaper and its portfolio companies through Carta, including issuance, tracking, and compliance.
• Partner with legal and finance to maintain accurate records for SAFEs, stock options, and equity grants.
• Develop scalable processes and templates for new company launches and ongoing equity operations.
• Support reporting and communication to ensure founders and employees understand their equity positions.
• Collaborate with the CFO to ensure sustainable financial operations across all Shaper companies.
• Lead special projects to improve automation, financial visibility, and reporting.
• Support fundraising and investor reporting through diligence prep and documentation.
• Serve as a trusted advisor to portfolio company leadership on operational finance matters.

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