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Exbo Group · 1 week ago

Senior Associate, CFO and Controllership

New York, NY

Full-time

Onsite

Senior Level

$100K/yr - $160K/yr

5+ years exp

Exbo Group is looking for an exceptional individual to join their growing Corporate Advisory team. The Senior Associate will represent Exbo Group’s Finance Corporate Advisory function, lead client engagements, and provide strategic guidance to startup and growth-stage companies to help them grow their businesses.

Financial Services

Hiring Manager

Naima Shotonwa

Responsibilities

Work directly with CEOs and founders to build and manage all aspects of the finance department. Manage internal and external teams to run a premier finance function that consistently produces key outputs for company executives, investors, and stakeholders

Provide high quality output for startups’ strategic finance needs (cash management support, budgeting & forecasting, metrics tracking, investor relations and growth support). Interface with client leadership to understand and execute on their financial goals

Manage the build out/refinement of full-scale financial models that will be the key source of information to drive client financial decision making

Answer ad-hoc requests that provide insight around product-market fit, scalability, growth, fundraising, and unit economics

Assess and advise on financial operations, ensuring accurate reporting while crafting detailed manuals and process documentation, which will serve as pivotal for the expansion of our clients' operations

Oversee, review, and dive deep into the accounting close. Understand key journal entries that needed around balance sheet accruals prepaids, deferred revenue, monthly payroll entries

Spearhead the onboarding process for new clients, serving as a continuous source of guidance and support throughout the entirety of their journey with Exbo Group

Utilize project management software to orchestrate interconnected initiatives, ensuring client progression such as transitioning operations to platforms like NetSuite

As you achieve success and your client portfolio expands, we will enhance your team by bringing on junior analysts, enabling you to delegate operational tasks and focus on high-level strategic advisories

Qualification

Financial Planning & AnalysisFinancial ModelingGAAP KnowledgeCPA PreferredCritical ThinkingClient EngagementTime ManagementTeam CollaborationPresentation Skills

Required

Have 5+ years of relevant experience in Financial Planning & Analysis, financial analysis, progressive finance and strategy or another highly analytical role

Excellent executive presence. Must be able to present key concepts in front of clients succinctly and with confidence

Ability to quickly build trust with team members, cross-functional groups and entrepreneurs

Ability to understand complex business concepts and craft tailored digestible solutions

Strong critical thinking skills, including the ability to identify suboptimal internal processes

Proficient in GAAP and fundamental accounting principles

Excellent time management skills, ability to prioritize, multitask and deal with ambiguity

Enjoy working with and advising a diverse group of startup companies

Preferred

Preferable past experience includes a combination of finance and accounting roles (example: early growth startup, public accounting, internal finance function, strategic growth, etc.)

CPA Preferred