Requirements:
- You have 5+ years of accounting and finance experience, with 2+ years in a senior accounting role (Accounting Manager, Assistant Controller, Controller, or equivalent) and have the CPA certification
- You have strong understanding of GAAP and financial controls, including ASC 606 revenue recognition
- You have experience managing financial operations
- You are proficient in Quickbooks, Excel, and Google Suite and are familiar with or able to quickly learn other financial and accounting tools (Brex, Tipalti, Mosaic, etc.)
- You are highly organized and detail-oriented
- You are proactive and driven to learn about CareMessage’s operations and identify ways to help it scale
- You have strong communication skills and are able to collaborate effectively across the organization
Preferred Experience:
- You have experience working in audit at a Big 4 or other large accounting firm
- You have experience working in B2B SaaS or technology at a startup
- You have knowledge of nonprofit accounting or are excited to learn it
Job Responsibilities:
- Lead the accounting function, including executing month-end close and producing timely and accurate financial statements in accordance with US GAAP
- Track deferred revenue, software development capitalization & amortization, and temporarily restricted net assets (TRNA)
- Supervise the accounting, invoicing, and collections activities performed by the Finance and Operations Associate
- Own the accounts payable function and new vendor onboarding
- Complete quarterly revenue share reconciliations for industry partners
- Manage our annual external financial audit and tax filings and ensure timely completion
- Collaborate with department heads to ensure expenses are properly tracked and categorized for budget purposes
- Ensure adherence to internal controls
- Identify and implement new systems and processes, to streamline and automate financial processes and reporting to support growth
Within 1 Month you’ll:
- Gain a foundational understanding of our business, customers, vendors, and partners
- Meet key internal stakeholders and begin to understand existing processes
- Transition financial close responsibilities from current fractional controller
Within 3 Months you’ll:
- Fully own accounting at CareMessage
- Have the financial statements audit-ready
- Transition accounts payable function and quarterly reconciliations from the Senior Director of Finance
- Become an internal resource to department heads for finance and accounting questions
Within 6 Months you’ll:
- Understand the different reporting needs of our internal and external stakeholders and develop different reporting packages to satisfy them
- Identify and start implementing process and tool improvements to automate, streamline, and strengthen accounting operations and internal controls
- Branch out into other adjacent areas like payroll, treasury, budgeting, grant operations, etc. to enhance your understanding and impact
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