What the job involves

1. Lead the monthly financial reporting process

• Build and maintain reports within Adaptive Insights for our monthly financial reporting
• Work closely with outside consultants to continually refine and enhance the Adaptive Insights financial model
• Create and deliver presentations to C-level execs, our Board of Directors, outside investors, and key leadership teams across the organization
• Conduct and consolidate monthly variance analysis, refine, update and maintain our enterprise-wide rolling forecast

2. Manage company-wide headcount planning, budgeting, and forecasting process

• Partner with key stakeholders across the organization where needed
• Identify gaps in existing planning and forecasting processes, develop solutions to address gaps, and seek greater integration and standardization across planning teams
• Document and periodically update key business processes

3. Track key operating and financial metrics to inform resource allocation and investment decisions

• Analyze effectiveness of resource investments by defining right metrics to measure
• Drive analysis of strategic opportunities through financial modeling

Who you are

• Bachelor's degree in Finance, Business or a related field or equivalent practical experience
• 5-8 years of experience in financial planning and analysis (FP&A), strategy consulting, investment banking, or venture capital with a subsequent stint in high growth enterprise software company
• Outstanding financial modeling and excel skills with an ability to produce timely and accurate work
• 1-2+ years of experience in Adaptive Insights as an administrator / model builder
• 1-2+ years of experience in a public company
• Experience with NetSuite preferred

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What the job involves

1. Lead the monthly financial forecasting / reporting process for revenue

• Work closely with key stakeholders to model key components of revenue and their underlying drivers
• Create and deliver presentations to C-level execs, our Board of Directors, outside investors, and key leadership teams across the organization
• Build and maintain reports within Adaptive Insights for our monthly financial reporting

2. Manage headcount planning, budgeting, and forecasting process within G&A corporate functions

• Partner with key stakeholders across finance, legal, people and IT to develop robust forecasts on a monthly basis
• Conduct and consolidate monthly variance analysis, refine, update and maintain our enterprise-wide rolling forecast
• Identify gaps in existing planning and forecasting processes, develop solutions to address gaps, and seek greater integration and standardization across planning teams

3. Track key operating and financial metrics to inform resource allocation and investment decisions

• Analyze effectiveness of resource investments by defining right metrics to measure
• Drive analysis of strategic opportunities through financial modeling

Who you are

• Bachelor's degree in Finance, Business or a related field or equivalent practical experience
• 4-6 years of experience in financial planning and analysis (FP&A), strategy consulting, investment banking, or venture capital with a subsequent stint in high growth enterprise software company
• Outstanding financial modeling and excel skills with an ability to produce timely and accurate work
• Experience with NetSuite preferred

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What the job involves

• Analyze the company’s business including global revenue, costs and growth trends
• Model and forecast the company’s financials
• Analyze customer segmentation and unit economics
• Leverage big-data and BI tools to build visualization dashboards
• Develop presentation decks for Investors and Board of Directors
• Support Investor Relations to prepare CEO, CFO for quarterly earnings
• Work on a range of ad-hoc analyses to support the CEO, CFO on top-priority questions

Who you are

• 1-3 years experience in FP&A, investment banking, consulting, venture capital, private equity, corporate finance, or related field
• BS degree in finance or accounting related with a superior academic record and global perspective
• Interest in entrepreneurial environments and knowledge of the payments /FinTech space are a plus

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What the job involves

• Manage the company’s domestic and international tax activities and strategy from planning to execution
• Provide relevant tax guidance to support business activities
• Build relationships and understanding within the business to support compliance and minimize risk
• Assess and communicate impact of changes in tax regimes in the countries where Payoneer operates
• Identify corporate domestic and international tax opportunities and elections with ability to model related impacts
• Research international tax issues – working with outside advisers as necessary
• Provide tax-related input on various business processes and products, helping to solve complex business issues
• On an ongoing basis, review and update the company’s transfer pricing policies and manage withholding tax issues
• Support local controllers around the globe on tax compliance issues
• Support in preparation of the annual domestic tax returns and financial statement tax provisions and disclosures
• Manage tax due diligence on future M&A projects
• Engage with regulatory authorities as needed

Who you are

• 4+ years of experience in public accounting, “Big 4” or top national firms
• 2+ years of experience in a multinational group with several subsidiaries
• Ability to understand the business environment and apply the relevant tax principles, using practical methods to support the business owners’ needs and be able to clearly articulate those methods to relevant stakeholders
• Creative thinking and out of the box solutions for complicated processes
• CPA and B.A in Accounting or Bar License required
• Excellent analytical and technical tax skills
• Excellent verbal and written communication skills
• Collaborate with international leadership and process owners and manage relationships with external advisors
• Reliable, trustworthy, high level of integrity with strong service orientation

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What the job involves

• Create and maintain Remote’s multi-year revenue model for both internal and external Remote stakeholders
• Be a strategic business partner to teams across Remote to provide insight, analysis, and support on revenue planning, reporting and any ad hoc requests
• Maintain weekly, monthly, and quarterly revenue and KPI reporting for the entire org
• Work with business partners to define key metrics and develop reporting dashboards
• Develop analyses across segments to understand trends and identify areas of opportunity and risk

Who you are

• 5+ years of relevant work experience - investment banking, private equity, growth equity, consulting, high-growth start-up or public tech company
• Expert modeling skills and extensive knowledge of unit economics
• A proven ability to build strong and collaborative working relationships with business partners at all levels of the organization
• A self-starter mentality and the ability to thrive in an unstructured and fast-paced environment
• A team-player excited to help build a new and growing FP&A team
• Experience working remotely is not required, but is considered a plus
• Ability to write and speaks fluent English
• Writes and speaks fluent English
• It's not required to have experience working remotely, but considered a plus

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What the job involves

• Manage and build all financial activities in the country.
• Responsible for all country reporting
• Calculating and check payroll calculations made by local payroll manager (e.g. salaries, overtime, expenses, allowance, earnings, and vacation deductions etc.).
• Play key role in payroll software selection and integration.
• Check payroll information and maintaining payroll files.
• Check and address payslips issues.
• Generating payroll reports for Managers to review.
• Check and review updating payroll systems, including employment hires and terminations.
• Preparing ledger entries with earnings and deductions.
• Check and review the preparation of the payroll, tax benefits and contributions report for social security tax authorities and other institutions.  
• Reporting to insurance and pension companies.
• Reporting to social security for reserve duty and maternity.
• Attending to payroll inquiries from employees.
• Reconcile all payroll payments before and after payments.
• Reconciliation of all balance sheet accounts, including but not limited to banking, customers, vendors, accruals, etc.
• Cash flow reports.
• Monitor & review the day-to-day transactions, maintaining the books up to date.
• Prepare financial and administrative reports as needed.
• Quarter-end accruals reports
• Managing and updating the books Includes full Month-end closing.
• Monthly submissions to tax authorities (VAT, Tax, Social Security)

Who you are

• 5+ years experience as accountant in high-tech companies
• Experience with Payroll ERP system – MUST
• Significant experience working in a global environment
• Certified Payroll Admin
• Strong Excel and office skills
• Strong communication skills verbal and written in English
• Self-motivated, time management skills, excellent organizational and problem-solving
• A Service-oriented team player that is detail-oriented and thorough

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What the job involves

• Serve on Griffin’s board as one of the firm’s two executive directors
• Serve on the executive committee
• Chair the executive Assets and Liabilities Committee (Alco)
• Own the generation and maintenance of all financial models
• Own and develop several key regulatory documents, including the ICAAP, ILAAP, PPR, and LCP
• Develop and own all internal and external financial and regulatory reporting
• Collaborate cross-functionally with Product and Engineering to help the build and launch of our products
• Support our CEO in fundraising and strategy for Griffin’s growth.
• Liaise with the FCA and PRA where appropriate
• Ensure we meet our regulatory capital and liquidity requirements on an ongoing basis

Who you are

• Previous experience of working at an executive level within the UK’s banking sector
• Prior board experience as an executive director
• Experience of liaising directly with regulatory bodies such as the FCA and PRA
• Experience of being involved with fundraising and liaising with investors
• Prior experience working directly with core banking system(s)

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What the job involves

• Evaluate inbound M&A opportunities and proactively reach out to potential targets.
• Collaborate with internal and external stakeholders on execution of live M&A projects.
• Manage reporting and other ad hoc requests for investors and internal stakeholders.
• Support in the execution of equity and debt capital raising, including preparation of materials, coordinating internal and external stakeholders, facilitating the due diligence process and ultimately closing the transaction.
• Perform analyses to support Remote’s expansion into new products and markets globally.
• Perform ad hoc strategic projects and analyses as needed

Who you are

• 3+ years of relevant work experience - investment banking, private equity, consulting, high-growth start-up, or public tech company.
• Expert modelling skills, including prior buildout of full company operating model & long-term plan.
• Successfully closing an M&A transaction or an equity/debt capital raising in a corporate role or as an advisor.
• A proven ability to build strong and collaborative working relationships with business partners at all levels of the organization.
• A self-starter mentality and the ability to thrive in an unstructured and fast-paced environment.
• Writes and speaks fluent English
• It's not required to have experience working remotely, but considered a plus

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What the job involves

• Ensure best in class deal execution across various financial instruments
• Manage daily crypto trading operations including coin transfers, reconciliation and post-trade settlement
• Support projects that improve the Treasury infrastructure and ecosystem
• Support the implementation of our automated systems
• Provide data analysis and establish, manage, and be responsible for a set of performance measurement metrics for Treasury activities
• Work collaboratively with other teams
• Escalate important information and issues to management and across the organization
• Serve as a subject matter expert on Treasury operations

Who you are

• At least 6 years of relevant work experience in trading, business analytics, or strategy consulting
• Advanced technical understanding of how cryptocurrencies function
• Knowledge of crypto market structures
• Proficiency in Excel
• Own initiative and entrepreneurial spirit
• Programming skills are a plus
• Ability to focus at length on difficult and complex problems
• Entrepreneurial and hardworking spirit with a desire for self-improvement and ongoing education
• Ability to work independently, a self-starter, but also a team player

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What the job involves

• Propose and develop controls and changes to processes, design to address risks effectively and efficiently.
• Play a proactive role in risk managements and problems solving during the project life cycle by highlighting areas of concern.
• Develop and maintain documentation of existing internal controls and internal processes.
• Able to take ownership of fast-paced projects with rapidly shifting priorities, managing them through to completion with patience, flexibility, and passion.
• Monitor remediation activities of company policies and systems, to ensure compliance with SOX.
• Develop and produce presentations and reports relevant to SOX / SOC project status, trends, and results.

Who you are

• 7+ years in a compliance management (SOX / SOC) role in a global Financial Services growing organization or a Bank
• Familiar with worldwide regulations and standards interpretation.
• Experience in a Big 4 accounting firm SOX compliance department CPA - must, CIA – strong advantage.
• Experienced communicator with the ability to influence and motivate others to implement and maintain a culture of continuous improvement in connection with cross-organization processes
• Strong communication skills verbal and written in English
• Self-motivated, time management skills, excellent organizational and problem-solving
• A Service-oriented team player that is detail-oriented and thorough

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What the job involves

• Own and direct the operation planning process annual, and rolling forecasts (monthly and quarterly). Define variance analysis against budgets for the network, identifying risks and opportunities.
• Ensure timely and accurate metrics and forecasts are created and maintained.
• Work closely with the accounting and finance teams to evaluate monthly results.
• Highlight accounting improvement opportunities on specific processes and accounts and partnering with operations and accounting teams to implement.
• Manage, track and report financial performance against financial plans for operational KPIs and quantify financial risks and opportunities to the business.
• Support expansion projects and new business initiatives, third-party agreements, network location analyses.
• Review business cases for capital expenditure, ensure execution of capex plan and fixed asset management.
• Identify and lead initiatives to continuously improve, automate, and scale forecasting, dashboards and reporting tools.
• Conduct ad hoc analysis and scenario modeling at the request of management and business partners to aid in decision-making.
• Prepare and present business forecasts and results for executive leadership.
• This is a people manager role and will include responsibility for growing and scaling the team to support increasing complexity and depth of analysis.

Who you are

• Bachelor’s Degree in a related field Accounting, Finance, Business Administration or Operations.
• At least 7 years experience in a similar role
• At least 2 years with proven track record of developing talent
• You have experience with Netsuite ERP; or a similar planning tool
• You have strong Microsoft and Google Suite skills
• You have familiarity with warehouse controlling - forecasting, planning, optimization, logistics
• You have excellent communication skills, both written and verbal
• Strong interpersonal skills and the ability to build trust with an Executive team
• Highly analytical, strong attention to detail and an ability to set and meet tight deadlines
• Bright, kind, and motivated by challenge

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What the job involves

• You lead by example in developing, motivating, attracting and retaining a highly effective global accounting team, and fostering a positive culture of curiosity, impact and collaboration.
• You lead the timely and accurate monthly, quarterly and annual financial close process and all associated activities [SEC and statutory reporting if needed], including analytical review of the monthly operating results to ensure accurate accounting records are maintained and ensure control processes are utilized to minimize risk.
• You're able to be the technical accounting decision-maker for the company. Ensure consistent implementation of accounting principles and procedures in full compliance with US GAAP.
• You will lead all aspects of the payroll function for exempt and non-exempt populations.
• You will develop in-depth operational knowledge of the business to monitor, influence and impact the financial performance of the Company.
• Internal relationships:  You will need to build effective and constructive relationships within Finance (FP&A, Data, Operations Finance, Corporate Development and Sales Finance) and Treasury, and external functions such as HR, Compliance, Legal, Compliance, Growth, Operations, Technology and Supply Chain.
• You will provide leadership and vision to ensure optimization of procedures and processes to produce accurate financial information for management and external reporting purposes. Drive improvements in existing and new reporting systems to increase efficiencies, enhance processes, automate activities and reduce reporting timelines
• You will search for new and improved ways of conducting financial processes; capitalize on system resources and capabilities; ensure compliance [with SOX] and an overall healthy control environmentInterpret and implement GAAP standards related to revenue recognition, acquisitions, leases,  and other pronouncements as they become applicable.
• You will ensure compliance with all applicable taxes (especially sales tax), lead the tax preparation and submissions processOversee stock admin functions and implement best practices and processes
• You will integrate into the business and partner with leaders to work cross functionally to support the entire business
• You will maintain up-to-date policy & procedure documentation / perform ad hoc research and create accounting memos
• You're able to handle special projects – M&A, implementation of new Accounting, Finance, HR and Operations systems, process improvements, introduction of new financial metrics
• You will act as primary liaison to the external auditors and other external service providers

Who you are

• You have 10+ years of experience in senior accounting roles, with a mix of public accounting and relevant industry experience
• You have a CPA license (highly preferred)
• You have obtained a BS in Accounting or Finance (MBA highly desirable)
• You are confident and credible – must be a great ambassador for the Finance organization in front of the Executive Team, customers, our auditors, and other external financial advisors and stakeholders
• You have a comprehensive understanding of financial accounting and reporting under US GAAP and SEC requirements.
• You have a comprehensive understanding and prior experience with design and implementation of accounting policies and procedures.
• You have a strong understanding of functional processes in Netsuite or Comparable ERP System (General Ledger, Accounts Receivable, Inventory, Accounts Payable, Cash Management, Fixed Assets, System Administration)
• You have experience with healthcare or e-commerce (as a plus). Our business model is a unique mixture of tech, healthcare and ecommerce.

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What the job involves

• Managing the process of developing the monthly variance analysis, comparing actual results to budgets/forecasts and prior year results for both internal and external reporting
• Preparing and distributing content for the Board of Directors on a quarterly basis, which provide the state of the business with financial results, variance analysis, operations metrics, and talking points
• Working cross functionally to solve complex problems in Planning & Reporting; applying existing and new solutions in creative ways for themselves and others to drive automation (internal accounting, business leaders, executives, officers, and the Board of Directors)
• Recognizing and advising others (internal accounting, business leaders, executives, officers, and the Board of Directors) of exposure to risk
• Analyzing costs for proper accounting treatment and completeness, including reviewing contracts and transactions for technical accounting implications and determining necessary accruals
• Leading a team that prepares monthly review materials for executive management – responsible for ensuring accuracy, quality and timeliness of content
• Coordinating and advising team on reporting standards and formats, formulating templates for use.
• Maintaining files and reports to assure the accuracy and uniformity of the information provided
• Prepares and reviews documents used for the preparation of externally-reported financial results
• Relies on extensive experience and judgment to plan and accomplish goals

Who you are

• Bachelor’s Degree in a related field Accounting, Finance,Business Administration; CPA/MBA Preferred
• At least 5-7 years experience in a similar role
• At least 2 years with proven track record of developing talent
• You have experience with Netsuite ERP; or a similar planning tool
• You have strong Microsoft and Google Suite skills
• You have advanced knowledge of applicable procedures, requirements, regulations, and policies related to accounting, finance and financial statement consolidation and preparation; knowledge of US Generally Accepted Accounting Principles (GAAP)
• You are skilled in developing financial models and consolidated financial statements
• You have excellent communication skills, both written and verbal
• You have strong interpersonal skills and the ability to build trust with an Executive team
• You're highly self-motivated, have a stellar work ethic and you're looking for the right company to support your growth
• Highly analytical, strong attention to detail and an ability to set and meet tight deadlines.
• Above all else you are bright, kind and motivated by challenge

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What the job involves

• Serve as a strategic business partner to the VP of Finance and CFO on a wide range of financial, strategic, operational, and organizational topics
• Build trusted relationships as a key advisor to the Chief Revenue Officer, Chief Product Officer, and other members of the senior leadership team
• Lead a highly productive team of Managers and Analysts that will own the top line sales forecasting process, pricing, GTM key performance indicators, and return on investment frameworks. Participate in the planning process across the company, including quarterly, annual, and long-term forecasting of the budget and long-range planning
• Guide the development of a strong pricing capability to drive enhancements to profitability of existing and new business lines. Establish a collaborative and credible Finance presence during review of deals
• Strategically support ongoing financial analysis, including monthly and quarterly budget variance analyses at company-wide and department levels
• Develop frameworks for translating GTM strategy into measurable financial reporting with the goal of improving target setting for revenue and operating investments
• Promote vision and strategy around process and systems to help support scale in a high growth environment
• Build detailed, scalable, and automated financial models to articulate scenarios and sensitivity analysis to evaluate investment priorities and evaluate potential alternativesPrepare insights and analytics for Monthly Business Review, Quarterly Business Review, and Board of Director reporting package materials
• Drive alignment between Sales, Marketing, and Research & Development teams on Annual Recurring Revenue, new business targets, and capacity planning.

Who you are

• 10+ years of Financial Planning & Analysis or business finance experience in a high growth environment, including experience at a publicly-traded company.
• 3+ years of relevant experience in Life Sciences industry experience preferred but not required MBA preferred.
• Bachelor’s Degree in Accounting, Finance, Business Administration or similar field required
• Comfort working with ambiguity, and a demonstrated ability to adapt to changing circumstances and deliver resultsYou are personable, approachable and able to collaborate constructively with each and every person on the team and throughout the business
• Capable of operating independently - managing relationships, deliverables and expectations with your business partners
• Ability to work in a fast paced, quickly changing environment
• Ability to work cross functionally and influence appropriately
• Strong communication, analytical and problem solving skills
• Skilled at building pricing models to help automate and scale, build dashboards for seamless executive reviewsHighly analytical, strong attention to detail, and an ability to set and meet tight deadlines
• Advanced skills with relational databases and data visualization tools (e.g. SQL, Access, Looker, Tableau)
• Familiarity with NetSuite and CUBE is a plus.

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What the job involves

• Process cash disbursements via ACH, bank transfers and wires
• End-of-Day settlement and balancing
• Resolve reconciliation discrepancies with external counter-parties
• Resolve adjustments with external counter-parties
• Resolve chargebacks with external counter-parties
• Ensure the accuracy of activities recorded in our payment processing system
• Design, implement, and maintain accounting policies and procedures

Who you are

• 5+ years of relevant accounting experience, with a degree in Accounting, Business Administration, or Finance
• The ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
• A passion for creating new systems
• Demonstrated project management/consulting experience
• Strong verbal and written communication skills
• Experience in the payments industry

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What the job involves

• Collaborate with the Tax planning team to execute projects, processes, and delivering to our Tax function and business partners
• Work with Tax, Product, and Operations teams on tax planning initiatives across the organization
• Support the Tax function on interpreting and analyzing new and existing tax guidance and apply to complex and cutting-edge tax matters in the developing cryptocurrency and fintech arena
• Help develop and build out our tax organization modeling, processes and procedures
• Draft technical internal documentation on tax positions and guidance and protocols for internal use and to help guide the tax function
• Remain current with the latest tax news and proactively identify tax risks and opportunities and communicate opinions to Tax leadership
• Supporting M&A transactions, product development, regional expansion, and other partnerships

Who you are

• At least 2-4 years of experience in income tax planning and hands on experience in implementing tax strategies
• Tax technical knowledge of US corporate income tax (federal) including exposure to financial products and financial services institutions
• Familiarity with US international tax (e.g., FDII, GILTI, Subpart F, Foreign Tax Credits, BEAT, US withholding tax, US tax treaties, transfer pricing, etc.)
• Exposure to international tax regimes, including direct and indirect taxes (e.g., VAT, GST, DST)
• Exposure to performing quantitative modeling of tax consequences
• Strong writing skills and experience drafting solid technical tax memoranda
• Strong verbal skills and comfortable in communicating technical tax matters to non-tax professionals
• Bachelor’s degree and either CPA or law degree; Masters in Tax or LL.M. preferred

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What the job involves

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Who you are

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What the job involves

• Build dynamic data visualizations and aid management decision support
• Perform data analysis and investigation related to finance use cases and liaise with cross-functional groups to resolve issues
• Ensure high data quality, integrity and auditability in the data analysis and reporting operations
• Build scalable and reliable data pipelines that collect, transform, load and curate data from internal systems and databases
• Augment platform data with data pipelines from select external and internal systems
• Support design and deployment of finance data lakes that will act as a central source of truth for the Finance function’s reporting and analysis needs
• Develop automation as feasible to drive data solutions to be as near real-time as possible
• Evaluate new technologies and build prototypes for continuous improvements in finance data analytics operations

Who you are

• Minimum of Bachelor’s degree in Computer Science with 2+ years relevant experience or Master’s degree in Computer Science or MIS with 1+ years of relevant experience
• Experience with data warehouse technologies and relevant data modeling best practices
• Experience with finance operations, management reporting and regulatory reporting is preferred
• Proficient with data wrangling tools and scripting languages (e.g. Python, SQL etc.)
• Proficient with data visualization tools (e.g. Tableau, Power BI etc.)
• Proficient working with APIs and data querying languages for data modelling and analysis
• Experience in fintech, banking industry or financial markets is preferred
• Experience with cryptocurrencies and knowledge of blockchain technology is preferred
• Working knowledge of project and workstream management tools such as Wrike,Confluence, Jira is preferred

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What the job involves

• Supporting the implementation of cash concentration, physical and notional pooling structures creating efficiency within the overall bank account framework
• Facilitating liquidity solutions which provide scalable funding
• Providing financial and analytical support including: daily, weekly, monthly reporting on treasury and financial

Requirements

• You have at least 5 years' experience with cash and liquidity management of a multinational, bank or FinTech
• You have solid understanding of banking systems and international business, involving multi-currency transactions
• You are familiar with the requirements and complexities of global payments transactions (SEPA, SWIFT, API connectivity, banking platforms, TMS, etc.)
• You have the ability to prioritize, organize, effectively manage time and work independently with little direction and oversight to meet deadlines
• You have excellent communication, organizational, and problem-solving skills. Advanced Excel
• You are fluent in English (other European/Asian language is a plus)

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Requirements

• 5+ years of experience in strategic finance, preferably at a high growth, enterprise software, SaaS, or fintech focused business; consulting experience
• Experience with banking and/or business lending products within a finance environment
• Must be prepared to work in a fast paced, fluid environment
• Finance minded with strong operational focus to drive process, systems, and execution in a scalable and repeatable way. Prior FP&A experience combined with business unit/operational/strategic roles is a plus
• Driven self-starter that enjoys rolling up your sleeves and building complex financial models in Excel or other planning applications.
• Must have expert modeling skills, including buildout of full-company operating and financial models
• Strengths in working cross functionally to present and build rapport with stakeholders
• Working knowledge of accounting principles and FP&A activities

What You’ll Do

• Responsibilities will include setting the vision for the FP&A team structure as the company grows.
• Own the financial projections models for both near and long term to drive a high degree of accuracy while working with business leaders to identify levers for greater efficiency as we scale
• Drive the annual budgeting process and continuous planning process
• Refine financial reporting processes ensuring automation to allow the team to focus on analysis
• Develop reporting/KPIs consistent with actual product P&Ls
• Perform forecasting, budgeting and month-end close reporting and analysis
• Create investor and board materials while assisting on capital raises
• Work on pitch decks for new products/strategic transactions
• Be a trusted advisor to the company leadership; proactively collaborate, influence, and align team's contributions to achieve overall company business strategy

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Requirements:

• Minimum 1-2 years of experience in finance; ideally in VC, PE, investment banking, or consulting
• A deep love for finance analytics and modeling
• Interest in joining an early-stage startup and being a core part of a small team

➕ BONUS POINTS:

• You've done a couple of years in a high-growth startup.
• You have tried to launch your own company before (it’s totally fine if it failed)
• You have a track record of being a top-performer (I.e top-grades, performed sports at a high-level or similar)

What you’ll be doing:

• Create financial models and templates: You will create hundreds of financial models to help our customers achieve their goals and attract new customers to LiveFlow
• Industry research: You will dig into different industries, i.e. e-Commerce, Real Estate, SaaS, Retail, Hospitality, and more. Understand their needs, and build financial models tailored to each use case
• Inform essential product decisions: You will understand our customers’ problems, dig into the why, create solutions and work with our team to implement them
• Coach: Not everyone is an Excel wizard like you might be, not even our customers. They need your help to build better financial models. You will create content that helps them
• Collaborate: Work together with our Growth Marketing team to launch and promote product use-cases
• Planning & Analysis: You will take part in our internal FP&A, month-end close, budget vs. actuals, forecasting, reporting, and fundraising prep.

For quick context, we started LiveFlow in 2021, and we’ve already helped hundreds of customers automate financial workflows, we’ve raised more than $3.8m in funding from top-notch investors like Y Combinator, Seedcamp, Moonfire, Wn

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Requirements

• CPA designation, 4 years work experience
• Experience with business intelligence tools
• A self-learner with the ability to work independently in a fast-paced environment and manage multiple priorities while meeting timelines
• Outstanding critical thinking and communication skills
• Excellent organizational skills and detail oriented
• Proficient with Microsoft Office applications; specifically, advanced features of Excel
• (Desirable) Previous experience with US GAAP
• (Desirable) Experience with tax filings, compliance in Canada and the US
• (Desirable) Experience in a high-growth, fast-paced start-up environment or manufacturing/telecom
• (Desirable) Experience with ERP systems such as Netsuite, Microsoft
• (Desirable) Experience with tax filings, compliance in Canada and the US

What the job involves

• Act as the primary point of contact at all levels of the distributor’s organization
• Must have proven ability to Influence and negotiate at all levels of the distributor organization
• Be responsible for driving the strategic positioning of the Okta Brand throughout the organization
• Be responsible to build, maintain and execute business and marketing plans incorporating goal setting, initiatives, and activities to meet / exceed company objectives
• Drive Okta’s Program Compliance efforts with Distributor(s) meeting / exceeding revenue goals and accreditation requirements
• Engage Okta Distributors to support complete lifecycle of Okta’s Unmanaged/Distributor Managed Partner Ecosystem: identify, recruit, onboard, enable to becoming revenue producing
• Leverage Distributors to support Alliance Partnerships to drive co-branded initiatives
• F2F presentation / training to Distributor staff as required to ensure fluency and ability to articulate Okta’s product and programs, business opportunities, best practices
• Forward pertinent company and industry communication to Distributor teams
• Build and execute annual / quarterly marketing plans with distributors to drive Okta’s strategic G-T-M
• Manage and support processes and documentation related to Marketing Development Funds (MDF) submission and POP claiming with Okta channel marketing team
• Manage Distributor’s Okta focused resources to alignment with overall business objectives. Responsible to assess achievement to goal quarterly
• Facilitate cadence between local Okta team(s) and Distributor to support partner engagement and full life cycle of partner development where needed
• Schedule, prepare and lead Business Review cadence

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