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AI & Automation
• Identify repetitive financial tasks and implement reliable automation.
• Use AI to support transaction categorization, variance analysis, reporting, and forecasting.
• Automate commission workflows, reconciliation checks, and payment reminders where appropriate.
• Connect accounting, banking, payroll, and internal operating data to reduce manual entry.
• Work with developers to turn financial requirements into useful internal tools.
• Validate automated outputs and maintain appropriate access controls, review steps, and audit trails.
Leadership & Collaboration
• Partner with the Director of Operations and company managers to obtain accurate financial inputs.
• Clearly define responsibilities across finance, payroll, bookkeeping, and operations.
• Hold a weekly financial review with the CEO covering cash, obligations, performance, and decisions needed.
• Translate financial information into clear actions for a founder-led business.
Required Qualifications
• Experience leading finance as a CFO, Head of Finance, Controller, or similar senior role.
• Strong hands-on experience with cash flow forecasting, budgeting, accounting oversight, and financial controls.
• Experience managing multiple entities, bank accounts, and payment obligations.
• Experience overseeing payroll and commission-based compensation.
• Advanced spreadsheet skills and experience with accounting and reporting systems.
• Demonstrated use of AI and automation in real financial workflows.
• Ability to investigate discrepancies, verify data, and follow issues through to resolution.
• Strong communication skills and a high level of discretion with sensitive financial information.
• Willingness to personally handle detailed work while building scalable processes.
Preferred Qualifications
• Experience in ticketing, marketplaces, e-commerce, or another business with high transaction volume.
• Understanding of payout timing, refunds, chargebacks, inventory commitments, and working capital.
• Experience with QuickBooks and tools such as ChatGPT, Claude, Power Query, Zapier, Make, or n8n.
• Familiarity with APIs, SQL, or working directly with developers.
• CPA, CMA, or a comparable qualification.
What Success Looks Like in the First 90 Days
• A complete, verified schedule of financial obligations across both companies.
• Reliable daily cash visibility and a weekly updated 13-week forecast.
• Documented commission calculations and payroll review procedures.
• Consistent monthly reporting with reconciled accounts.
• Clear payment approval and account funding procedures.
• Priority manual workflows automated, with checks to verify accuracy.
• The CEO can see what cash is available, what is due, and what the business can afford.
Please submit your résumé and a brief explanation of:
• Your experience managing cash flow and finances across multiple entities.
• A financial process you improved using AI or automation, including the tools used and the result.
• Your experience overseeing commissions and payroll.
• Your availability and compensation expectations.
We’re looking for someone who can own the numbers, anticipate cash needs, and build better financial systems.
