Senior Associate I, CFO and Controllership

About the Company

The following information provides an overview of the skills, qualities, and qualifications needed for this role.

Exbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400M New York based venture capital fund. The fund's portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial experience to scale. The companies needed a way to off-load the complex administrative burden of running a finance department and interfacing with their investors. After providing accounting and financial assistance for a firm's successful $10M Series A raise, several other funds and firms began to seek out Exbo Group's assistance. Our team has grown substantially and now provides high-touch financial operations and CFO support to growth-stage companies nationwide from our New York headquarters.

About the Role

Exbo Group is looking for an exceptional individual to join our team to help grow our Controllership practice. This individual will provide accounting, controlling, and financial operations to our current and future portfolio of growth-stage clients. The Senior Associate, Controllership will play a crucial role as a dedicated resource at Exbo Group. As a Senior Associate, you will work directly with a team to implement best practices and support a full-service financial accounting function. Over time, you will establish yourself as the key accounting and financial operations resource to many of our clients. You will be responsible for executing general accounting operations (balance sheet schedules, AR, AP, chart of account management), drive month-end closing procedures, develop professional materials to be presented to clients, and help establish best practices and procedures for our accounting clients. This is an opportunity to become a critical member of our accounting team and join a rapidly growing premier consulting business with unlimited upside as we scale. Our expectation is for this individual to learn, grow, establish a deep understanding of the best accounting, and develop client communication skills to help support our clients through their next leg of growth. If successful, this individual has the opportunity to serve as the controller for our clients and over time manage team members themselves.

Responsibilities

• Analyze and reconcile client cash and balance sheet accounts. Ensure all transactions are documented in the appropriate system
• Respond to client requests and internal emails accurately and in a timely manner
• Research and resolve discrepancies
• Actively listen to a client's requests and inquiries; evaluate and make decisions using critical thinking skills to solve problems
• Manage and prioritize time effectively across projects, as well as assist others on the team when needed
• Input data and maintain logs for recording and tracking transactions. Monitor and ensure compliance with policy and procedures; identify trends in activities and outcomes. Ensure that accounts are balanced and reconciled
• Own portions or entirety of month-end close activities, depending on client
• Own financial operations activities such as A/R and A/P management
• Participate in and/or lead special projects as requested
• Communicate with the client on an as needed basis both verbally and written
• Prepare controllership led projects and materials that will be presented to clients
• Work together as a team to ensure client satisfaction is guaranteed

Qualifications

• Bachelor's Degree in Finance or Accounting
• 3 – 5 years of relevant experience in accounting, financial operations, or audit
• High attention to detail with exceptional level of accuracy
• Prior experience working at a growth stage start-up company
• Possess strong critical thinking skills and ability to think outside of a given set of constraints
• Proficiency with MS Office experience with demonstrated knowledge working with Excel
• Prior QuickBooks Desktop or QuickBooks Online experience is a plus but not required
• Strong math skills and deep knowledge of generally accepted accounting principles (GAAP)
• Must have superior written and verbal communication skills, and is able to communicate clearly and effectively with clients
• Ability to identify and resolve issues and present information in a clear and concise manner
• Possess excellent time management and organizational skills; demonstrating ability to prioritize, multitask, and deal with ambiguity and competing priorities
• Enjoy working with and advising a diverse set of growing companies
• Manage multiple projects at once
• Having or working towards a CPA license is preferred, but not required
• Big 4 or equivalent client service experience preferred but not required
• Interest in developing FP&A skills and associated strategic finance or openness to FP&A-related work over time is a plus

Exbo Group is an equal opportunity employer. xhyhwjd We value a diverse workforce and an inclusive culture and encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, disability, or veteran status.