Finance Specialist

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Company Overview:
At FirmOS, we specialize in crafting customized operating systems for accountants, especially CPAs. Our team includes two experienced CPAs who are here to share their knowledge in a fast-growing, dynamic startup setting. We prioritize developing virtual CFO packages to secure 12 month, high-ticket retainers contracts for our clients. This is an exceptional opportunity for those who are passionate about enhancing financial strategies through detailed FP&A work.

Job Description:
FirmOS is looking for Finance Specialist who’s attentive to details, has a strong analytical mindset, thrives in interpreting financial data to drive business decisions. Your expertise in bookkeeping and financial reporting will be crucial, but your ability to optimize our financial strategy through data-driven insights will set you apart. In this role, you’ll be tasked with setting up financial dashboards, ensure our financial records are precise and manage our financial planning and analysis (FP&A) efforts to ensure we are making informed decisions based on accurate forecasts and analyses. If this role sounds like it’s for you, come fill out an application with us.

Desired Outcomes & Goals of the Role:
90-day goals:
– Complete a comprehensive cleanup of bookkeeping records from the past year to ensure accuracy and compliance.
– Aggregate key financial metrics (revenue, expenses, profit, employee wages, debt to equity, YOY growth) for strategic analysis.
– Support in developing short-term financial strategies by providing insights from financial clean-up and metrics analysis.
– Identify and implement automation opportunities in bookkeeping and financial reporting to increase efficiency and accuracy.

Skills You’ll Need:
– Strong using Accounting Software: Expertise in using accounting software platforms for asset management, financial tracking, and reporting. Familiarity with QuickBooks, or similar is essential.
– Detail-Oriented and Analytical: Exceptional attention to detail, particularly in analyzing financial data, spotting discrepancies, and ensuring accuracy in reports. Capable in using data analysis tools to extract insights that support decision-making.
– Data-Driven Decision Making: Strong analytical skills, with the ability to interpret complex data sets, turning them into actionable insights. This includes understanding trends, forecasting, and contributing to strategic financial planning.
– Clear Communication: Ability to breakdown complex financial information into clear, understandable language for different audiences, both in writing and verbally. Skilled in crafting presentations and reports that cover financial data.
– Organization: Strong capability to manage and prioritize multiple financial tasks efficiently, maintains an organized digital records that ensure smooth financial operations.
– Collaborative Teamwork: Strong verbal and written communication skills and demonstrates the ability to work effectively in a team, contributing to collaborative projects, meeting deadlines, and supporting team goals.
– Skilled in Automation and Dashboard Creation: Capable of automating repetitive financial processes, setting up and creating intuitive dashboards for easy access to key financial metrics. Experience with tools like Microsoft Power BI, Tableau, or Excel advanced features is highly valued but not mandatory.

Benefits:
– Earn cash bonuses for exceptional performance.
– Set your own schedule from EST to PST.
– Learn from two experienced CPAs and other skilled and driven professionals.
– Fully remote with flexible scheduling—just be there for meetings.
– Receive paid training opportunities to enhance and refine your skills.
– Enjoy flexible holiday allowing you to observe and celebrate local and international customs.

Must Have Values:
– Open Communicator: Demonstrates timely communication with team members and ensures financial data is transparent and accessible.
– Team Player: Works collaboratively with the finance team and other departments to enhance financial processes.
– Persistence: Continuously refines and adapts financial strategies based on financial analysis and industry best practices.
– Reliability: Consistently ensures accuracy in bookkeeping, asset management, and financial reporting.
– Intentional: Aligns financial operations with the company’s objectives, ensuring that all financial activities support the broader mission of FirmOS.