Easy Pay Direct · 1 day ago

Chief Financial Officer

United States

Full-time

Remote

Director/Executive

$180K/yr - $220K/yr

5+ years exp

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Comp. & Benefits

Hiring Manager

Matt Ross

Insider Connection @Easy Pay Direct

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Responsibilities

Oversee company bookkeeping, financial reporting, and cash flow management.

Handle extraction, transformation, and loading (ETL) of data, calculate and payout residuals, and conduct residual audits with ISOs/banks.

Lead company financial planning, forecasting, and strategic decision-making. Prepare taxes with a CPA.

Create and manage compensation plans, handle company asset management, insurance policies, and legal entity structures.

Manage owner’s personal cash flow, property, and insurance policies.

Review agreements, manage fundraising, financing, and lending; oversee real estate management, and handle miscellaneous check writing.

Manage annual contract reviews, quarterly account scrubs, and QA ISO pricing.

Oversee 401(k) reporting, medical benefits, payroll operations, PTO management, holiday scheduling, and payroll reporting.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Payments Industry ExperienceFinancial PlanningXero ProficiencyAdvanced Excel SkillsFinancial ModelingCash Flow ValuationBookkeepingDebtEquity StructuresCompensation Plan DevelopmentFinanceMaster’s/CPARelationship-Building

Required

5+ years of prior experience in the Payments or Merchant Services Industry.

BS/BA in Finance, Accounting, Economics, or related fields.

Minimum 5+ years in a senior accounting role.

Proficient in Xero for statements, cash management, AP/AR, and payroll.

Advanced Excel skills with extensive experience in data organization, analysis, and presentation.

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.

Exceptional analytical skills, highly organized, detail-oriented, with strong communication and relationship-building abilities.

Quick learner, self-starter, able to handle increasing responsibilities, and deep understanding of accounting and finance fundamentals.