Finance Lead

● Track monthly budget vs. actuals and highlight key variances
● Support cash flow tracking and runway forecasting
● Build and maintain reporting frameworks to improve financial visibility

Equity & Compensation Tracking
● Maintain records for phantom stock programs, including vesting schedules and eligibility
● Support cap table or equity tracking processes, ensuring accuracy and audit readiness
Banking & Treasury
● Research and help establish business banking infrastructure (e.g., Mercury, Brex,
traditional banks)
● Coordinate account setup and required documentation (EIN, incorporation docs, etc.)
● Administer company cards, implement spending controls, and ensure accurate tracking
of transactions
Systems & Process Improvement
● Audit existing manual workflows and identify areas for improvement
● Lead the transition to scalable financial systems (e.g., ERP, payroll, expense
management tools) within the first 6 months
● Establish processes that reduce risk and improve accuracy across finance operations

Qualifications
Education
● Bachelor’s degree in Accounting, Finance, or a related field required
● CPA or CMA (or progress toward certification) is required
Professional Experience
● 5+ years of experience in finance, accounting, or operations
● Experience managing core finance processes (AP, payroll coordination, expense
management)
● Experience working with external accountants, payroll providers, or tax advisors
● Exposure to building or improving financial processes or systems is strongly preferred
Core Skills & Knowledge
● Strong understanding of accounting principles (GAAP, accrual accounting)
● Familiarity with payroll processes, tax withholdings, and compliance fundamentals
● Awareness of international payroll concepts (e.g., shadow payroll) is a plus, but not
required to have owned end-to-end
● High proficiency in Excel and comfort working in manual or early-stage environments
● Ability to calculate and track financial elements such as budgets, reimbursements, and vesting schedules

What We’re Looking For
● A builder mindset with the ability to create structure in ambiguous environments
● Strong attention to detail and ownership over high-risk, high-impact work
● Ability to balance hands-on execution with process improvement
● Collaborative approach, with comfort working cross-functionally and with external
partners
● Interest in growing into a more strategic finance role over time