Job details
Location: Remote
Hours: 40 hrs/week (must be aligned with and available during PST working hours)
Reports to: CEO, Finance Lead and Financial Controller
Who You’ll Work With
This role reports directly to the CEO and works closely with external accounting partners, the internal operations team, and the Financial Controller FP&A.; You will be the internal execution lead for financial systems, AP/AR processing, vendor coordination, and finance-related documentation across multiple entities and projects.
Key Responsibilities
1. Accounts Payable, Receivable & Vendor Coordination
Manage weekly payment approvals and invoice processing via QuickBooks
Coordinate with external controller for payment runs and coding
Track accounts receivable and vendor contract obligations
Maintain and monitor the finance@ inbox and related comms
2. Financial Reporting & Reconciliation
Pull and organize weekly AP, AR, and balance sheet reports across entities
Reconcile accounts, credit cards, and recurring transactions for reporting accuracy
Assist in flagging uncategorized or missing entries (e.g. rent, SaaS charges)
3. Documentation & Internal Controls
Maintain and organize key financial records in Google Drive (e.g. contracts, insurance, SPV documentation)
Work with ops and compliance to support tax deadlines, quarterly filings, and audit prep
Coordinate with vendors to ensure access to clean, categorized data
4.



SaaS & Subscription Oversight
Track active subscriptions and flag duplications or overspending
Support quarterly reviews of SaaS stack with operations
Collaborate on savings opportunities and contract renegotiation where needed
5. Execution Support for External Vendors
Serve as the point-of-contact for all finance-related documentation and follow-up
Organize information requests and deadlines from tax firms, CPAs, and legal partners
Ensure internal systems (QuickBooks, Drive, ClickUp) reflect vendor inputs correctly
What Were Looking For
Experience:

- 5+ years in bookkeeping, finance operations, or multi-entity accounting
- Experience supporting external controllers, tax advisors, and vendors
- Background in startup or fast-paced operational settings preferred

Technical Skills:
Advanced proficiency in QuickBooks Online, QuickBooks Pro, and Excel.
Experience with Xero, Google Sheets, and automation tools is a plus.
Familiarity with ClickUp, Slack, and financial dashboard tools.
Communication & Workflow
Highly organized and proactive
Transparent communicator, both in written updates and async tools (Slack, email)
Able to turn financial documents into actionable to-dos and flags
Comfortable working with ambiguity and incomplete data — and resolving it
Bonus Points
~ Experience working with CPAs and handling audit prep

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