Assist monthly financial close and related activities for clients
Account analysis and reconciliation
Invoice client’s customers and manage client accounts receivables
Process client’s accounts payable including approval workflows
Address client and 3rd party inquiries
Ensure assignments meet the firms’ quality standards
Provide five-star client service
Analytical SkillsBookkeeping
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About FinStrat Management
FinStrat Management empowers early-stage B2B SaaS companies, VCs, and investors with top-tier financial expertise. You will help founders navigate complex financial landscapes and build investment-ready operations. We provide fractional CFO, controller, and accounting services, supported by a deep understanding of the early-stage ecosystem. Our approach integrates cutting-edge financial technologies and AI automation to deliver precise, strategic financial guidance. You are joining a team that actively invests in seed-stage companies, bringing a unique investor perspective to every client engagement. We ensure our clients have the financial clarity and strategic support they need to thrive and scale.
How We Work
We champion a fully remote work environment, giving you the flexibility to craft your ideal schedule. Our small, fast-moving team values collaboration, transparency, and a relentless pursuit of excellence. We communicate primarily via Slack, fostering an environment where ideas flow freely and decisions are made efficiently. You will find a culture that invests in your continuous learning and professional development. We offer unlimited vacation, trusting you to manage your time and prioritize your well-being. Expect to contribute meaningfully from day one within a supportive and dynamic setting.
Engineering at FinStrat Management
You will build the data foundation that powers critical financial insights for B2B SaaS companies. We integrate data from platforms like Stripe, QuickBooks, HubSpot, and Gusto, unifying it all with Syncari, our Master Data Management (MDM) platform. This role is crucial for our AI agent initiatives, as clean, consistent data makes everything possible. Engineers here solve complex data integration challenges and architect robust data pipelines. You will define schema mappings, set data quality rules, and troubleshoot data conflicts, ensuring data integrity across diverse systems. Expect to collaborate closely with engineering and client onboarding teams to standardize processes and improve our technology stack. We leverage technologies like WordPress, Google Analytics, and Google Tag Manager for our internal and client-facing solutions. Your contributions directly shape how clients manage and understand their finances, driving their growth.
Why Join Us
Shape the financial strategy of high-growth B2B SaaS companies
Work fully remotely with flexible hours and unlimited vacation
Drive innovation by building data foundations for AI agents
Receive ongoing training and education, plus profit-sharing opportunities
Collaborate with a small, expert team that values impact and ownership