Senior Associate, Finance and Accounting
Location
United States
Posted
4 days ago
Salary
Not specified
Seniority
Senior
No structured requirement data.
Job Description
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 help lead our Finance and Accounting practice. As a Senior 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. You'll own those relationships, guide junior team members, and bring a sharper analytical lens to the work.
- Own day-to-day relationships for a portfolio of clients, serving as their primary point of contact, running weekly check-ins, proactively flagging issues, and building trust.
- Lead and review the work of Associates and junior team members on your client accounts, including month-end close packages, reconciliations, and financial statements.
- Take point on more complex financial modeling and forecasting work, including multi-scenario models, headcount plans, revenue projections, and 13-week cash flows.
- Review and sign off on monthly close packages and financial statements before they go to founders and partners.
- Support bookkeeping oversight across your client portfolio, including account reconciliations, chart of accounts setup, AP/AR management, and month-end close.
- Drive capital raise support and investor relations for clients in fundraising mode.
- Build and maintain client-specific dashboards, KPI trackers, and reporting tools.
- Draft financial reports and investor updates that translate complex data into clear, decision-ready language.
- Jump into ad hoc projects as they come up, building one-off analyses, setting up new software tools, or migrating data.
- 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
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related business field.
- 4-6 years of experience in public accounting, finance, consulting, or another analytical role.
- Strong command of financial statements and accounting fundamentals.
- Ability to spot emerging cash flow issues early and communicate financial insights effectively.
- Experience building and reviewing complex financial models.
- Understanding of bookkeeping and month-end close processes.
- Fluency in QuickBooks Online, Excel or Google Sheets, and modern finance tools.
- Ability to communicate clearly with both financial and non-financial audiences.
- Resourceful, self-directed, and curious, able to manage multiple priorities.
- Bonus points for holding (or planning to pursue) your CPA and interest in venture capital or early-stage company finance.
Benefits
- Comprehensive health benefits with employer contribution.
- Family-friendly, flexible work schedule with generous PTO and mental wellness days.
- Employer-matched 401K with no time delays & no vesting schedules.
- Ongoing professional development and networking opportunities.
- Monthly team events.
- Opportunity to help savvy, driven entrepreneurs achieve their goals.
Job Requirements
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related business field.
- 4-6 years of experience in public accounting, finance, consulting, or another analytical role.
- Strong command of financial statements and accounting fundamentals.
- Ability to spot emerging cash flow issues early and communicate financial insights effectively.
- Experience building and reviewing complex financial models.
- Understanding of bookkeeping and month-end close processes.
- Fluency in QuickBooks Online, Excel or Google Sheets, and modern finance tools.
- Ability to communicate clearly with both financial and non-financial audiences.
- Resourceful, self-directed, and curious, able to manage multiple priorities.
- Bonus points for holding (or planning to pursue) your CPA and interest in venture capital or early-stage company finance.
Benefits
- Comprehensive health benefits with employer contribution.
- Family-friendly, flexible work schedule with generous PTO and mental wellness days.
- Employer-matched 401K with no time delays & no vesting schedules.
- Ongoing professional development and networking opportunities.
- Monthly team events.
- Opportunity to help savvy, driven entrepreneurs achieve their goals.
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