What You'll Do Daily

Business Unit Reporting & Analysis (35–45%)

Build and maintain BU dashboards and board reporting packages in Syft

Prepare monthly variance analysis (MoM and Budget vs. Actual) for GM reviews

Partner with GMs to understand their reporting needs and business drivers

Investigate and explain revenue, expense, and margin variances

Translate financial data into clear business insights for non-finance stakeholders

Support ad-hoc analysis requests from business units

Month-End Close Support (30–45%)

Support Assistant Controller on assigned reconciliations and close tasks

Own deferred revenue recognition across SaaS products

Prepare journal entries, accruals, and account reconciliations for review

Analyze account balances and proactively investigate discrepancies

Coordinate intercompany and cross-BU transactions

Ensure assigned close tasks are completed accurately and on schedule

Expense Management & Operational Reporting (5–15%)

Own Ramp expense reporting, categorization, and trend analysis

Review expense coding for accuracy and consistency across BUs

Monitor expense trends and flag anomalies or policy issues proactively

Maintain reporting dashboards and BU-level financial templates

Ensure data integrity between accounting systems and reporting outputs

Improve workflows between QuickBooks, Ramp, Syft, and other platforms

Process Improvement & Documentation (5%)

Identify opportunities to streamline reporting and close processes

Document financial processes and improve cross-functional workflows

Strengthen controls and data quality across systems

Support audit preparation and financial controls documentation

What Success Looks Like

In Month 1–2:

You independently manage assigned reconciliations and reporting tasks

You understand the multi-entity structure and BU business models

You begin building relationships with GM stakeholders

In Month 3–6:

BU variance analysis is insightful and proactive (GMs come to you with questions)

Syft dashboards and board packages run smoothly with minimal rework

You support month-end close efficiently and catch issues before escalation

Deferred revenue recognition is clean and well-documented

In Month 6–12:

You operate as the go-to person for BU financial reporting and GM questions

You proactively identify trends and insights before being asked

You contribute meaningful process improvements that save time or increase accuracy

You provide reliable backup coverage for Assistant Controller when needed

Requirements

Essential:

5–7 years of accounting or finance operations experience

Month-end close experience, including reconciliations and journal entries

Experience working in multi-entity or multi-business-unit environments

Strong analytical skills: comfortable explaining variances and digging into "why"

Experience with QuickBooks Online or other cloud accounting platforms

Advanced Excel/Google Sheets skills (pivot tables, lookups, data modeling, variance analysis)

Understanding of US GAAP fundamentals

Experience with financial reporting tools and dashboards

AI-savvy: Uses AI to work smarter while maintaining quality and judgment

Clear written English communication for async collaboration

Availability for 4–5 hours overlap with US Eastern Time



Preferred:

SaaS, technology, or e-commerce experience (deferred revenue, MRR, cohorts)

Familiarity with expense management platforms (Ramp, Expensify, Brex, etc.)

Experience with financial reporting/BI tools (Syft, Fathom, QuickBooks, etc.)

Previous experience supporting business unit leaders or non-finance stakeholders

Experience improving financial processes or building reporting infrastructure

Bachelor's degree in Accounting, Finance, or related field

What Makes Someone Successful in This Role

You connect accounting to the business.
You don't just reconcile deferred revenue. You explain to a GM why their MRR changed month-over-month.

You think in systems.
When reporting feels manual or fragile, you propose a better way and build it.

You balance precision with speed.
You know when "perfect" matters (close reconciliations) and when "good enough to make a decision" is better (ad-hoc analysis).

You communicate for your audience.
You translate technical accounting into plain English for GMs and provide rigorous detail for the Assistant Controller.

You want to grow your finance skillset.
You're motivated to deepen your expertise in SaaS financial operations and expand from accounting execution into strategic finance analysis over time.

Who You'll Work With

Director of Finance (Your Manager):
Sets priorities, reviews BU reporting and analysis, partners on GM relationships.
Assistant Controller:
Technical accounting lead, owns month-end close, provides backup and technical guidance.
Business Unit GMs:
Your key stakeholders. You help them understand their numbers and make better decisions.
Head of People:
Partners on headcount reporting, budget tracking, and cross-functional projects.

Hiring Process

1. Initial Screen - With our Recruiting Partners (Hire with Near) - 30 Minutes

2. Trial Project/Assignment - 3 to 4 Business Days to complete

3. First Round Interview with Joe Guzik, Director of Finance - 45 Minutes

4. Second Round Interview with Eduardo Strebe, Assistant Controller - 30 Minutes

5. Final Round Interview with Austin Simon, CEO - 30 Minutes

6. References

7. Offer

Benefits & Perks

• Flexible Time Off
• Public Holidays
• Paid Parental Leave
• Work From Home Stipend
• Co-working Space Allowance
• Learning Stipend
• Therapy Reimbursement

30000 - 45000 USD a year