
Senior Associate, Finance and Accounting
The Sandbox
full-time
Posted on:
Location Type: Office
Location: Atlanta • United States
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Salary
💰 $75,000 - $90,000 per year
Job Level
About the role
- Own day-to-day relationships for a portfolio of clients, serving as their primary point of contact, running weekly check-ins, proactively flagging issues, and building the kind of trust that makes you a real partner to their business, not just a vendor.
- Lead and review the work of Associates and junior team members on your client accounts, including month-end close packages, reconciliations, and financial statements, ensuring accuracy and coaching the team along the way.
- Take point on more complex financial modeling and forecasting work, including multi-scenario models, headcount plans, revenue projections, and 13-week cash flows that give clients the clarity they need to make big decisions.
- Review and sign off on monthly close packages and financial statements before they go to founders and partners, bringing a senior eye to accuracy and presentation.
- Support bookkeeping oversight across your client portfolio, including account reconciliations, chart of accounts setup, AP/AR management, and month-end close.
- Drive capital raise support and investor relations for clients in fundraising mode, including building and updating models, preparing materials, and helping founders tell a compelling financial story under scrutiny.
- Build and maintain client-specific dashboards, KPI trackers, and reporting tools that give leadership teams real visibility into what’s working and what needs attention.
- Draft financial reports and investor updates that translate complex data into clear, decision-ready language for non-financial audiences.
- Jump into ad hoc projects as they come up, which often means building a one-off analysis from scratch, setting up a new software tool, or migrating data when a client switches systems. You’ll figure it out and document what you learn.
- Conduct research and valuation analyses on companies and competitors to support client strategy and fundraising conversations.
- Keep client documentation, templates, and systems organized and accessible, because good information architecture makes everything else run smoother.
- Collaborate with Sandbox partners, teammates, and strategic affiliates to support firm initiatives and community engagement.
- Stay curious and keep building.
Requirements
- You hold a bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related business field and bring 4-6 years of experience in public accounting, finance, consulting, or another analytical role.
- You have a strong command of financial statements and accounting fundamentals, and you don’t just read the numbers, you interrogate them.
- You can spot emerging cash flow issues early and communicate financial insights in a way that drives action.
- You’ve built trusted relationships with founders or business leaders and are comfortable serving as a primary point of contact for clients, acting as an advisor rather than simply executing tasks.
- You have experience building and reviewing complex financial models, including multi-scenario forecasts, headcount planning, revenue models, and 13-week cash flow projections.
- You know how to pressure-test your work before it reaches investors or a board.
- You understand the mechanics of bookkeeping and month-end close, including chart of accounts structure, reconciliations, and where financial processes tend to break down.
- You are fluent in QuickBooks Online, Excel or Google Sheets, and modern finance tools such as Ramp, Brex, Bill.com, Carta, and Pulley, and can jump in hands-on when needed.
- You communicate clearly with both financial and non-financial audiences, whether explaining a cash flow model to a first-time founder or summarizing performance insights for a leadership team or board.
- You are resourceful, self-directed, and curious, able to manage multiple priorities, ask thoughtful questions, and move work forward even when situations are ambiguous.
- Bonus points if you hold (or plan to pursue) your CPA and have a genuine interest in venture capital, startups, or early-stage company finance.
Benefits
- Comprehensive health benefits with employer contribution.
- Family-friendly, flexible work schedule with generous PTO and mental wellness days.
- Employer-matched 401K. No time delays & no vesting schedules. Enroll and keep all money on day one.
- Ongoing professional development and networking opportunities.
- Monthly team events - we sure know how to host a happy hour and we are never too busy to break for a volunteer opportunity.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingforecastingaccount reconciliationsmonth-end closefinancial statementscash flow projectionsKPI trackingdata analysisvaluation analysesfinancial reporting
Soft Skills
relationship buildingcommunicationcoachingproblem-solvingresourcefulnessself-directioncuriosityadaptabilityteam collaborationcritical thinking
Certifications
CPA