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Strategic Finance Lead

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Budgeting
  • Detail Oriented
  • Organizational Skills
  • Problem Solving
  • Communication

Roles & Responsibilities

  • 5+ years of experience in accounting or finance (ideally in a leadership role)
  • 3+ years working with U.S. clients or startups
  • Bookkeeping experience or certification
  • Bachelor’s degree in Accounting, Finance, or related field

Requirements:

  • Own the execution and tracking of incoming and outgoing payments - batch invoicing, check processing, ACH routing
  • Interface with our bookkeeping system; assist with month-end close; ensure transactions are accurately categorized and reconciled
  • Develop approach and manage tax compliance, SaaS pricing models, and revenue collection processes
  • Maintain and evolve our internal metrics reporting - financial dashboards, unit economics, cohort analysis

Job description

U.S. Startup talent and staffing firm is seeking a full-time Strategic Finance Lead

Hours: Full-time | U.S. Central Time (CST) or Overlap 

Terms: Independent contractor

Compensation: $1500 (Negotiable)

Persona: You’re scrappy, resourceful, and proactive. You care about getting things right and keeping things organized. You pay attention to details, ask questions when something isn’t clear, and share ideas that help improve the way we work. You’re not just someone who agrees, you’re a true partner who helps the team think, plan, and solve problems together.

ABOUT THE ROLE:

Anavah Talent is a U.S.-based staffing startup that helps top companies hire amazing overseas talent and build high-performing remote teams. We’re looking for a Finance Lead who can take charge of our financial operations, build systems, and share reports that help our team make informed decisions.

As Anavah Talent’s first Strategic Finance Lead, you’ll be the architect and operator of our Finance & Reporting function - owning everything from day-to-day invoicing to architecting our revenue collection strategy. You will work directly with our CEO and Operations Manager, and collaborate across the business with clients, contractors, and our external tax team. This is an opportunity to step into a greenfield role to shape the function with lots of autonomy. 

We’re looking for someone who can think strategically and execute tactically: one day, you’ll be finalizing investor reporting or scenario modeling; the next, you’ll be processing invoices or digging into categorization errors. If you’ve worked in consulting, accounting, investment banking, or strategic finance roles at early-stage startups and are looking to own and shape a critical function, this can be a great role. This role is for someone who enjoys both the details and the big picture and takes pride in helping a startup stay financially strong and ready for the next phase.

RESPONSIBILITIES:

  • Client & Contractor Payments: Own the execution and tracking of incoming and outgoing payments - batch invoicing, check processing, ACH routing, revenue capture, etc.
  • Accounting Process Management: Interface with our bookkeeping system; assist with month-end close; ensure transactions are accurately categorized and reconciled with the business reality.
  • Revenue Compliance: Develop approach and manage tax compliance, SaaS pricing models, and revenue collection processes.
  • Sales Operations: Support deal commission management, execute on approach to tie CRM and financial systems.
  • Operational Systems & Automation: Streamline manual processes across finance; identify tools and build documentation for repeatable operations.
  • KPIs & Reporting: Maintain and evolve our internal metrics reporting - financial dashboards, unit economics, cohort analysis, and more; Metrics reporting may extend beyond financials and into operational metrics
  • Modeling & Planning: Build and own our financial model and annual budget; lead scenario planning and cash forecasting.
  • Reporting: Create and maintain financial update materials that clearly articulate financial performance and capital efficiency.
  • Team Financial Operations: Manage team reimbursements, internal requests for spend, and identify opportunities to improve cost structure.

Requirements

  • 5+ years of experience in accounting or finance (ideally in a leadership role)
  • 3+ years working with U.S. clients or startups 
  • Bookkeeping experience or certification
  • Familiarity with accounting and billing softwares (i.e. Puzzle, Quickbooks, or Stripe)
  • Experience building SOPs, creating reports, and FP&A (forecasting) 
  • Near-perfect written English skills (C2) 
  • Demonstrated ability to independently own and drive workstreams
  • A systems-builder mindset - excited to organize messy data, create clarity, and implement tools
  • High attention to detail and low ego; asks a lot of questions, considers edge cases, and unafraid to jump in on operational tasks when needed
  • Bachelor’s degree in Accounting, Finance, or related field (Bonus if from ADMU, DLSU, UP, or UST)

Preferred:

  • Financial modeling skills and fluency in SaaS/fintech performance metrics
  • Experience making investor presentations and slide decks
  • Experience with U.S. tax or compliance

Benefits

  • Work From Home
  • Training & Development

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