Controller

Finance Manager

Lead client accounting engagements, managing all aspects of the client's accounting function to ensure accurate and timely reporting of business financials

Develop, document, and continuously improve finance processes, controls, and operational efficiency

Prepare and review all financial statements, including balance sheet, income statement, and cash flow statement on a monthly basis within 7 business days of month end

Provide ongoing financial reporting, tracking of Key Performance Indicators, strategic insights into business performance, and proactive cash flow management to clients

Support clients through fundraising processes through data room preparation, communication with external financing partners, and ongoing needs

Collaborate closely with tax partners to provide information necessary for quarterly estimates and annual corporate tax filings

Manage Velo's financial operations team who performs bookkeeping categorization and reconciliation on a weekly basis, managing the communication process with clients to ensure accurate categorization of vendors and expenses

Ensure clients utilize the appropriate financial tech stack and manage the implementation and day to day use of the selected tools

7+ years experience in accounting roles at US-based companies; CPA preferred

Prior experience managing 5-10+ clients at a startup-focused accounting firm preferred

Proficiency and ability to collaborate across Google Sheets, Google Docs, Slack, Zoom

Ability to switch between individual and collaborative projects quickly and accurately

Ownership mentality, high coachability, bias to action, and unwavering integrity

Experience with bookkeeping software (e.g. QuickBooks Online, NetSuite) and financial operations software (Ramp, Gusto, Stripe, Mercury, etc.)