Accounting Advisory Manager at airCFO | Powderkeg

Location: United States

Employment Type: Full-Time

Team: Team airCFO

⛰️ Our mission is to help startups succeed!

airCFO partners with the world’s most impactful startups, helping them to build their unique visions of the future. The founders & executives of these startups face all kinds of risks during their startup journeys: market risk, technical risk, execution risk, etc.

airCFO’s full-stack team of startup Finance, Accounting, People Ops & Tax experts helps them build & manage their back office to minimize compliance & financial risk, providing founders with peace of mind.

Join us & help build a world-class company for our employees & clients

At airCFO, we believe that startups are building the future each and every day. airCFO helps these startups shape the future by building their finance, tax & accounting functions to scale with efficient processes and tools that give insight into their financial performance. Our vision is to become the nation’s most respected financial partner for startups -- serving organizations from Silicon Valley to NYC.

Our approach has always been simple: hire great people, then enable those people to do impactful work sustainably.

🎏 What you'll own

🧠 End-to-End Accounting for Client Portfolio

• Support a portfolio of clients as their main Accounting point of contact

• Manage multiple client engagements, and ensure clients' monthly financial packages are delivered timely, accurately, and well-presented

• Support preparation tax filings related to W2/1099s/3921s/DE Franchise Tax

• Review reconciliation schedules, such as prepaid expenses, fixed assets, accrued liabilities/expenses, and deferred revenue

• Collaborate with and supervise the international team on the same client portfolio including delegation and review of work performed to find and correct discrepancies

• Maintain cooperative relationships and foster mutual support with other airCFO service line teams and international accounting team

• Lead and communicate with team members to resolve conflicts and make decisions aligned with clients' priorities

💰 Finance Support for Client Portfolio

• Support airCFO’s clients by lending your expertise in startup finance to help with financial management, KPI tracking, board prep, fundraising, and anything else that comes with the territory of early-stage startup finance leader.

• Build out investor-grade, dynamic financial models & forecasts for our clients to support their strategic decisions such as fundraising, hiring, go- to-market strategy and scenario planning.

• Leverage airCFO’s library of financial planning tools to help clients build a comprehensive financial plan for management & investor relations.

• Analyze clients’ financial results and write up Executive reports to be presented to startup C-Suite team members, helping them better understand their financial outlook and convey their narrative to investors and team members.

• Identify & compile relevant KPIs to ensure companies are monitoring appropriately

♻️ Client Relationship Management

• Advise, develop, and implement accounting solutions for compliance and efficiency improvement through fully understanding clients' growth preferences, operational constraints and evolving expectations

• Proactively search for opportunities to offer additional value-additive services to clients as they scale

• Lead monthly review calls with clients to present financial results, identify trends and variances, and provide analysis

• Navigate issues and road bumps that arise as a result of startup growing pains

💚 Contribute to Long-Term airCFO Initiatives

• Assist with the execution of company OKRs in areas such as product strategy, training and development, internal operations, etc.

• Stay up-to-date with the newest fintech tools and their capabilities to better serve a portfolio of scaling clients

• Stay informed of new regulations, industry trends, and economic developments to assess the impact of any accounting changes on clients' accounts to best serve our clients

• Participate in internal knowledge-sharing initiatives and be an active member of the airCFO team of professionals

This role will start with an emphasis on execution and relationships and gradually increase their imprint on the strategic direction of the business.

We will always try to make room for you to take on projects or responsibilities that you are keen on, as long as it doesn't interfere with the main results you're responsible for — if you are e.g. interested in exploring talent acquisition by hiring for a role.

🏔️ Why join us?

📊 Support a portfolio of world-class founders

Our team members get the unique opportunity to work with a group of high- impact entrepreneurs on their quests to put a dent in the universe. We work with companies working on everything from ‘smart’ cancer treatments, to self- driving planes, to ethical artificial intelligence, and help them navigate the ups and downs of the startup journey.

🏅 Work with a team of supportive leaders & managers.

Our leaders know that managing successfully is the #1 part of their job. All of airCFO management, from Leadership down, is dedicated to making airCFO a place where employees are supported and developed into startup Finance & Accounting superstars.

🌍 Help build a best-in-class distributed work environment

airCFO was an early adopter of the 100% distributed organization, and we’re passionate about being recognized as one of the world’s best environments for empowering people to do their best work wherever they happen to be located.

📬 This role might be for you if...

... you've had the following experiences in your career:

• Bachelor's degree or equivalent experience required - Accounting or Finance required

• Client-facing experience and/or Big 4 experience is a BIG PLUS!

• 3-5 years of experience in corporate or general accounting, consulting, financial analysis, or a combination of experience

• Project management experience with accounting-based projects, and ability to deliver on-time outcomes Client-relationship experience with complex client correspondence including recommendations, technical issues and proposals.

• Self-starter approach to work with experience handling and managing multiple priorities

• Familiarity with GAAP and accrual accounting, CPA/CMA certification preferred

• Experience with remote tools and platforms (Slack, Zoom, Google Drive) preferred

• Solid working knowledge in QuickBooks/Xero is a big plus

• Experience with the following software is a plus:, Brex, Ramp, Expensify, Gusto, Stripe, and Shopify

... the following statements describe you:

• You’re not interested in working in a cubicle and you have a strong passion for working with startups.

• You’re an independent, initiative problem solver, and critical thinker with an entrepreneurial spirit and passion for tech startups.

• You won’t rest until our clients are 100% satisfied.

• You’re willing to roll up your sleeves and wear different hats when needed.

• You’re a sponge for learning new things. You'll be exposed to many business models, concepts, and leadership styles; learning that will serve you well no matter where your career takes you.

• You have the ability to be proactive and in-tune with client needs

• You posses strong written and verbal communication skills

• You have strong attention to detail

⁉️ Frequently asked questions

Our interview process is designed to assess these from multiple angles with multiple methods (e.g. technical challenge, behavioral questions, etc.) and interviewers (e.g. People Ops, Department Head, Team Lead, and team members). This maximizes the predictability of whether we think you'll succeed in the role at the speed we need you to.

What is the interview process?

• Apply!

• Complete our brief technical challenge that consists of a few prompts to measure technical skills

• First Round: 20-30 min Discovery call with a member of our Head of People

• Second Round: 45 min Cultural & Behavioral Interview with the our Advisory Team Leads

• Final Interview with our Head of Advisory

• Get an offer 🎉

What perks/benefits do you offer?

• 401(k) Plan

• Comprehensive medical, dental, and vision benefits to cover you and any dependents

• $1,000 Home Office Stipend to get you set up with everything you need

• Flexible PTO

• A monthly wellness stipend added to each paycheck

• Laptop of your choice when you are hired

Do you sponsor Visas/require relocation?

• We do not offer sponsor visas or require relocation. We’ll hire great people anywhere across the U.S. or CA.

Job Summary
  • Job Title
    Accounting Advisory Manager
  • Company
  • Location
    Cleveland, OH
  • Employment Type
    Full time
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