- Own all monthly financial reconciliation, reporting, and compliance for both Givzey and Version2.ai.
- Build, refine, and present financial forecasting models that power leadership decisions.
- Deliver clear, actionable financial performance reports to the CEO and Board of Directors.
- Lead accounts payable, invoicing, collections, and vendor onboarding processes.
- Maintain cap tables and oversee 409A valuations.
- Ensure full compliance with federal, state, and local tax regs.
- Manage commission reporting for leadership and sales teams.
- Partner with legal and accounting on audits, contracts, and compliance.
- Review and optimize software license agreements and insurance coverage.
SaaS