What You’ll Do
Own Client Financial Operations
- Manage monthly close processes (QuickBooks Online)
- Manage team on priorities and ensure deadlines are met
- Design and maintain charts of accounts
- Handle accruals, reconciliations, and financial statement preparation
- Ensure accuracy, consistency, and timeliness across all client deliverables
Lead Forecasting & Cash Management
- Build and maintain cash flow forecasts (monthly and weekly)
- Create scenario models for hiring, spend, and growth decisions
- Analyze burn rate, runway, and liquidity risk
- Use accounting data to continuously refine forecasts
Deliver Active Cash Management Insights
- Translate financials into clear, actionable insights for founders
- Identify risks, trends, and opportunities early
- Recommend actions—not just report numbers
- Support clients in making smarter, more confident financial decisions
Client Communication & Ownership
- Lead recurring client meetings
- Serve as the primary financial point of contact for assigned clients
- Communicate clearly with non-financial stakeholders
- Handle urgent requests calmly and independently
Improve Systems & Scale
- Help refine templates, models, and workflows
- Contribute to standardizing Countabl’s methodology
- Support documentation and internal best practices
- Mentor junior team members as we grow
What Success Looks Like
Within 90 days, you will:
- Independently manage multiple client accounts
- Own both accounting and forecasting without escalation
- Reduce founder involvement in day-to-day execution by 60–80%
- Deliver consistent, high-quality financial insight to clients
- Improve predictability and clarity around client cash positions
Who You Are
You’re someone who:
- Thrives at the intersection of accounting and FP&A
- Takes ownership and doesn’t wait for direction
- Enjoys working directly with founders
- Cares deeply about cash flow, accuracy, and judgment
- Is comfortable operating in ambiguity
Qualifications
Required
- 7–12+ years of experience in accounting, FP&A, or financial advisory roles
- Deep expertise in QuickBooks Online
- Advanced Excel / Google Sheets skills
- Experience managing multiple clients or business units
- Strong communication and client-facing skills
Preferred
- Experience in an outsourced CFO, advisory, or startup environment
- SaaS, productized services, or early-stage company exposure
- Experience building forecasts from scratch
- Comfort working in a small, high-trust team
Why Countabl
- Senior-level autonomy and ownership
- Direct impact on clients and company direction
- Thoughtful, high-quality work (not volume bookkeeping)
- Competitive compensation with performance upside
- Opportunity to help shape and scale a differentiated finance firm