Location: Remote
(MUST BE BASED IN THE UNITED STATES)
Work Hours: Full-Time
Expected Starting Pay Range: $85,000 - $110,000/yr
Starting compensation rate is determined on qualifications and experience. Highly qualified applicants could start at the higher end of the posted range.
About Us
At STAXX, our mission is to best serve our clients by providing valuable, proactive, and actionable insights through accounting and reporting. In an effort to help them make the best business decisions possible to help them create the best life they can through their business.Our company was founded in 2022, and we currently have a 100% remote team of 9. We have 30-35 active clients across industries such as Consulting, Marketing, Healthcare, SaaS, Info Products, Ecommerce, Cybersecurity, B2B Agencies, and more. They're mostly online businesses. They're typically anywhere from $460,000 - $20 million per year in revenue.We strive to be "The Bentley of Accounting Firms'' for our market. We're experiencing quick growth and are looking for Top Tier accountants and financial professionals to Squad Up with us.
Position Role
As a Fractional CFO your mission is to equip our clients with the financial insights they need to grow their business and hit their goals.
You will accomplish this by:
Creating and Delivering CFO Reports: Giving our clients quick feedback loops into their financial performance
Monthly Client Calls: Maintaining frequent contact through scheduled calls guarantees personalized service and up-to-date client and team alignment. Proactive communication here is crucial for this role.
Financial KPI Creation, Targeting, & Analysis: Initial KPI setup call with new clients - Craft tailored metrics to clients, making sure ours and their most important considerations are tracked on a monthly ongoing basis.
Forecasting and Budgeting: Helping ensure clients stay on track and don't run into any pitfalls
Documenting: Religiously update the project management system to reflect the status of each clients tasks. Update client internal Slack channels with any relevant information the team should know about. Create SOP's relevant to your role as you tackle new challenges.
Regular Team Check-Ins: Report progress and bring questions to the team when they arise. Weekly meetings with the full team to ensure we're on the same page and operations are running smoothly.
Daily and Weekly Recaps: Fill out end of day and end of week forms summarizing your work preformed, upcoming work, roadblocks, and ways we can improve.
Tasks:
Since we are quickly growing, the exact tasks you will be doing may shift over time, however, here is what you can broadly expect to be doing:
Daily
Updating Client KPI's and KPI Targets
Updating Financial Reporting Based on Client Feedback
Communicating With the Team via Slack
Communicating With Clients via Slack
Provide Support to the Accounting Team
Updating Project Statuses in Our Internal Systems
Proactively Updating and Reaching Out to Clients
Fill out End of Day Form
Process Improvement: Identify Opportunities for Process Improvements and Efficiency Enhancements
Weekly
Conducting KPI Setup Calls With New Clients
Conducting Monthly CFO Calls With Clients
Review Financials for Clients With Weekly or Semi-Weekly Deliverables
Create SOP's Relevant to Your Role
Send Updates to Clients on The Progress You've Made For Them
Work on One Off Projects
1 Full Team Meeting
1-3 Meetings with Your Pod
Fill out End of Week Form
Set Weekly Initiatives / Projects for the Following Week
Monthly
Review Financials and Create CFO Reports
Update Custom KPI Calculations (LTV, CAC, Profitability)
Update Forecasts with Financial Data and Business Changes From the Client
Meet with Clients to Review Reports and Provide Insights and Recommendations
Requirements:
Knowledgeable in QuickBooks Online
Expert in Excel // Google Sheets
Strong Understanding of How Chart of Accounts Effects Reporting
Strong Understanding of Financial Modeling
Strong Understanding of Business Models
Strong Understanding of How to Unlock Profits in Business
Proactive Client Communication Skills
Ability to Be Client Facing and Conduct Calls on Your Own
Ability to Optimize Chart of Accounts
Ability to Make Adjusting Journal Entries
Ability to Be The Source of Financial Confidence for Clients
Resourceful & Adaptable Mindset
Strong Attention to Detail
U.S. Based, Native Level English Speaking & Writing Skills
Reliable Internet and Quiet Office Space
Tech Setup for Remote Work (Webcam, Microphone)
Experience with Google Workspace (Google Drive, Google Docs, Google Sheets)
Available to Work a Full Time Schedule
Bonus Experience
CPA Preferred but Not Required
Other Certifications: QBO, Xero, EA, FathomHQ, Etc.
Bachelors/Masters Degree in Accountancy, Finance, or Other Relevant Field
Experience with Any of the Following Tools
Slack
FathomHQ
Xero
Zoom
AirTable
Uncat
Make
Experience Working in a Startup/Fast Paced Environment
Baseline Tax Knowledge
Familiarity with Online Business Models
