Head of Finance and Operations - 21841

Utilization & Scope Governance: Track client utilization, scope parameters, and gross margins—flagging scope creep proactively before unbilled work occurs.

Onboarding & Security Protocols: Manage client onboarding workflows, service tier standards, and enterprise data security across all managed client accounts.

Experience Level: 8+ years of progressive finance and accounting experience, including 3+ years leading delivery at an outsourced accounting firm, FP&A consultancy, BPO, or finance advisory practice.

Executive Leadership Track Record: Proven experience serving as CFO, VP of Finance, or Head of Finance (in-house or fractional)—working directly with founders, boards, venture investors, and lenders.

Deep Accounting Technicals: Advanced mastery of month-end close procedures, accrual accounting, complex reconciliations, ASC 606 revenue recognition, inventory accounting, and COGS structures.

Advanced FP&A & Modeling: Expert-level proficiency in Excel and Google Sheets—building driver-based 3-statement financial models, 13-week cash flow forecasts, unit economic models, and fundraising models from scratch.

AI Tool Fluency: Practical fluency using AI tools (Claude Code or similar LLM developer environments) for workflow automation, rapid prototyping, and financial scripting.

Tech Stack Fluency: Direct, hands-on experience with QuickBooks Online, Xero, Shopify, Stripe, spend management platforms (Ramp/Brex), and cloud payroll engines.

Communication & Presence: Exceptional written and spoken English with the executive presence required to advise venture-backed founders and corporate boards.

Professional credential such as CPA, ACCA, CFA, or foundational experience within Big 4 / public accounting.

Direct experience managing a delivery P&L, pricing service packages, or building software-enabled service models.

Exposure to lender diligence processes (SBA loans, term debt, asset-based lending).

Working knowledge of SQL or Python for financial data extraction and analytics.

On-Time Close & Deliverable Velocity: Maintaining a high percentage of on-time month-end closes and scheduled client reporting packages.

Quality Assurance Integrity: Minimizing post-review findings and client-reported errors through strict QA playbook adherence.

Account Gross Margin & Utilization: Optimizing team utilization rates and maintaining healthy gross margins across client accounts.

Software & Automation Rollout: Converting manual, repetitive finance workflows into automated internal tools and engineering features.