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Role Description

As our client list grows, so does our need for talented, hard-working team members. We are a small, scrappy start-up looking for a numbers-obsessed self-starter who has the chops to support our Finance and Accounting team. As an Associate, we can assure you no workday will be the same, and we mean that literally. You'll carry a portfolio of 10-12 clients at any given time, including early-stage startups, established businesses, and mission-driven nonprofits, spanning different industries, business models, and stages of growth. On any given day, week, or month you will:

• Own the books for a portfolio of clients, including reconciling accounts, managing AP/AR, setting up and maintaining chart of accounts, processing invoices and purchase orders, and keeping everything clean heading into month-end close.
• Run monthly close packages and prepare financial statements that give founders and partners a clear, accurate picture of where the business stands.
• Show up as a consistent presence for your clients through weekly check-ins, answering questions, flagging issues early, and keeping things moving.
• Build financial models and forecasts that help clients plan ahead, whether that's a 13-week cash flow model, a headcount plan, or a revenue scenario for an upcoming board meeting.
• Jump into ad hoc projects as they come up, which often means building a one-off analysis from scratch, setting up a new software tool, or migrating data when a client switches systems.
• Support capital raises and investor relations by preparing materials, updating models, and helping founders tell a compelling financial story under scrutiny.
• Develop dashboards, reports, and KPI trackers tailored to each client's business.
• Draft financial reports and investor updates that translate complex numbers into clear, decision-ready language for non-financial audiences.
• Conduct research and valuation analyses on companies and competitors to support client strategy and fundraising conversations.
• Keep client documentation, templates, and systems organized and accessible.
• Collaborate with Sandbox partners, teammates, and strategic affiliates to support firm initiatives and community engagement.
• Stay curious and keep building.

Qualifications

• You hold a bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related business field.
• You bring 2-4 years of experience in public accounting, finance, consulting, or a similarly analytical role.
• You have a strong grasp of accounting fundamentals and understand how to interpret balance sheets, income statements, and cash flow statements.
• You possess a strong analytical mindset and can interpret complex business data while clearly communicating the story behind the numbers.
• You enjoy building and working with financial models that support business insights and decision-making.
• You are highly proficient in Excel or Google Sheets and comfortable using modern finance and collaboration tools such as QuickBooks Online, Stripe, Ramp, Brex, Bill.com, Carta or Pulley, GSuite, and Slack.
• You have strong attention to detail and enjoy improving systems, processes, and workflows through data and technology.
• You communicate financial insights clearly and effectively to leaders, teammates, and clients at all levels.
• You are comfortable working independently, managing multiple priorities, and proactively asking questions when needed.
• You are curious, confident, and hardworking, with a willingness to learn new skills quickly and apply them in real time.
• You enjoy working with people and supporting client-facing engagements.
• Bonus points if you have your CPA (or plan to pursue it) and have an interest in venture capital, startups, or early-stage company finance.
• You value collaboration, community involvement, and contributing to a positive team culture.

Benefits

• Comprehensive health benefits with employer contribution.
• Family friendly, flexible work schedule with generous PTO and mental wellness days.
• Employer-matched 401K. No time delays & no vesting schedules.
• Ongoing professional development and networking opportunities.
• Monthly team events.
• Bragging rights that you are part of something BIG!
• Helping savvy, driven entrepreneurs achieve their goals.