ABOUT FINOPTIMAL
FinOptimal began in 2015 as a side-hustle of a CFO and Controller who despised manual accounting work. FinOptimal raised venture capital in late 2021 to expand our accounting and technology offerings, and in 2023 launched our flagship app Accruer. In Q1 and Q2 2024 we released Booker and Wrangler respectively, with more apps releasing this year. The company operates two distinct business lines: Apps and Managed Accounting. This role is designed to primarily support the Managed Accounting business line.
At FinOptimal, You Will -
- Lead the month-end close process for a portfolio of clients across multiple industries.
- Prepare and review monthly financial statements, while managing a team of associates that support your assigned book of business.
- Field daily client requests and questions, and develop a deep understanding of your clients’ accounting/controller/FP&A needs.
- Maintain bookkeeping optimization plans for clients (have an in-depth understanding of automated and manual transaction-booking workflows).
- Train internal team members and clients on best practices as needed.
What We Look For -
- Love of accounting!
- Confidence in learning and embracing new technology.
- Courteous and thoughtful client service focus.
- Bachelor's degree in Accounting, Business Administration, Finance, or related field.
- 3-5 years of accounting/controller/FP&A experience.
- 3-5 years of client facing/customer service experience.
- CPA and/or public accounting experience strongly preferred.
- Very strong knowledge of accounting best practices, general ledger (QuickBooks Online preferred) and spreadsheets (e.g,. Excel and Google Spreadsheets), including knowledge of building models and using Excel functions.
- Ability to communicate clearly and professionally, both orally and in writing.
- Ability to prioritize and respond to time-sensitive requests.
- Ability to think critically to be a thought partner in improving processes.
- Ability to maintain the highest level of confidentiality and data security.
- Strong desire to build and foster a great work culture.
Compensation & Benefits -
- Competitive Salary
- Equity Options
- 401K plan with employer match
- Medical / Dental / Vision & Supplemental Insurance Coverage
○ Full premium paid, full HSA employer contribution if opting to go with the high-deductible plan.
○ Low deductible and out of pocket plan fully paid if opting to not go with the high-deductible plan.
