Roles & Responsibilities • Lead or contribute to client engagements, managing all aspects of the client’s accounting and finance function to ensure accurate and timely reporting of business financials • Prepare and review all financial statements, including balance sheet, income statement, and cash flow statement on a monthly basis within 7 business days of month end • Provide ongoing financial reporting, tracking of Key Performance Indicators, strategic insights into business performance, and proactive cash flow management to clients • Support clients through fundraising processes through data room preparation, communication with external financing partners, and ongoing needs • Collaborate closely with tax partners to provide information necessary for quarterly estimates and annual corporate tax filings • Manage Velo’s financial operations team who performs bookkeeping categorization and reconciliation on a weekly basis, managing the communication process with clients to ensure accurate categorization of vendors and expenses • Ensure clients utilize the appropriate financial tech stack and manage the implementation and day to day use of the selected tools Qualifications • 3-7 years experience in accounting or finance roles at US-based companies; CPA preferred • Prior experience managing clients at a startup-focused accounting firm, public accounting or an in-house accounting or finance role • Proficiency and ability to collaborate across Google Sheets, Google Docs, Slack, Zoom • Ability to switch between individual and collaborative projects quickly and accurately • Ownership mentality, high coachability, bias to action, and unwavering integrity • Experience with bookkeeping software (e.g. QuickBooks Online) and financial operations software (Ramp, Gusto, Stripe, Mercury, etc.) Employment Detail • Full-time, 40+ hours/week position with flexible PTO • Hybrid role; crisp and professional work-from-home setup is required • Competitive compensation via base salary + quarterly revenue share • Full professional fluency in English is required