Bookkeeping & Reporting: Oversee company bookkeeping, financial reporting, and cash flow management.
Residual Management: Handle extraction, transformation, and loading (ETL) of data, calculate and payout residuals, and conduct residual audits with ISOs/banks.
Financial Planning & Forecasting: Lead company financial planning, forecasting, and strategic decision-making. Prepare taxes with a CPA.
Compensation & Asset Management: Create and manage compensation plans, handle company asset management, insurance policies, and legal entity structures.
Personal Finances & Property Management: Manage owner’s personal cash flow, property, and insurance policies.
Strategic & Financial Operations: Review agreements, manage fundraising, financing, and lending; oversee real estate management, and handle miscellaneous check writing.
ISO & Bank Relations: Manage annual contract reviews, quarterly account scrubs, and QA ISO pricing.
Benefits & Payroll Management: Oversee 401(k) reporting, medical benefits, payroll operations, PTO management, holiday scheduling, and payroll reporting.
Experience Requirements
1 - 2 years
Educational Requirements
Bachelor/Honors
Skills
A strong understanding of basic accounting principles and financial concepts is crucial.Proactively seeks out solutions to problems, however knows when to ask for help/guidanceProficient use of Microsoft Excel, Word, and PowerPoint.Knowledge of building infrastructure mechanical and electrical systems required.Financial modeling, cash flow valuation, scenario analysis, reconciliations, bookkeeping, debt and equity structures, and compensation plan development.Proven leadership with a "do what it takes" attitude, willingness to tackle challenges, and commitment to improving processes.