Finance Specialist

Key Responsibilities

Accounts Receivable (AR) & Accounts Payable (AP)

• Oversee end-to-end AP workflows, including invoice intake, verification, approval routing, and batch payments.
• Manage AR by issuing invoices, tracking collections, following up on overdue accounts, and maintaining healthy cash flow.
• Reconcile bank feeds, merchant processors, and credit card transactions with core ledgers.

Process Automation & Workflow Optimization

• Identify manual bottlenecks in financial administration and implement automated solutions using Google Apps Script, AI tools (e.g., Gemini), and custom workflows for tasks like automated invoice capture and payment processing.
• Leverage advanced Excel/Google Sheets functions (VBA, Power Query, Apps Script) and modern accounting platform tools to automate recurring schedules, data aggregation, and status tracking.

Financial Analysis (FP&A) & Compliance

• Support preliminary financial modeling, budget tracking, and monthly variance analysis.
• Collect and clean raw financial inputs from portfolio companies into standardized reporting templates.
• Assist with tax schedule preparation, tax compliance, and maintaining digital audit trails.

Grant Application & Management

• Source, evaluate, and submit applications for government grants, tax credits, and non-dilutive funding opportunities for portfolio companies.
• Gather required documentation, prepare supporting financial schedules, and maintain structured tracking for compliance and disbursement timelines.

Requirements

Qualifications

• Education: certified accountant; background in business management or an MBA is an advantage.
• Experience: 1–3 years of professional finance or accounting experience, preferably from a reputable audit firm (top 10).
• Tax Expertise: Direct experience or a foundational background in Tax compliance and schedules - advantage.
• Core Skills: Solid understanding of double-entry accounting, AR/AP operations, and basic FP&A principles.
• Technical & Automation Aptitude: Strong proficiency with advanced spreadsheet automation (Power Query, VBA, Google Apps Script), familiarity with leveraging AI tools for data extraction/workflows, and experience with modern accounting software.
• Communication: Excellent verbal and written skills are required for all business communication and documentation.

Soft Skills

• Pro-active: You take initiative to solve problems before they escalate.
• Self-starter: You thrive in ambiguity and are comfortable driving projects forward with minimal supervision.
• Self-learner & Eager to Grow: You have a growth mindset, constantly seeking new knowledge and adapting to new technologies and processes.
• Interpersonal Skills: You build strong, collaborative relationships with stakeholders and team members, communicating clearly and effectively.