Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA, CTP, or CFA is an asset)
5+ years of experience in treasury, financial planning, or strategic finance roles, ideally within SaaS or a high-growth environment.
Prior experience leading or mentoring team members.
Strong financial modeling and cash flow forecasting expertise.
Deep understanding of liquidity management and working capital optimization.
Proven ability to influence cross-functional stakeholders and drive initiatives across teams.
Advanced Excel modeling skills and experience with ERP systems.
Strong analytical, communication, and problem-solving capabilities.
Comfortable operating in a fast-paced, evolving environment.

Benefits

Fully paid health & dental (no waiting period) + $500 health spending account.
Monthly reimbursement for fitness, wellness, or mental health programs.
Meaningful equity: every full-time, permanent employee has a stake in our growth.
Advancement is based on contribution, initiative, and the ability to raise the bar - together.
Clear expectations, honest feedback, and no politics.
From So-learns to Solink-o and So-lunches, we stay connected in ways that actually feel fun.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingcash flow forecastingliquidity managementworking capital optimizationExcel modelingERP systems

Soft Skills

leadershipmentoringanalytical skillscommunicationproblem-solvinginfluencing stakeholders

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsCPACTPCFA