Senior Associate III, CFO and Controllership

This is a high visibility role where you will represent Exbo Group’s Finance Corporate Advisory function and lead client engagements. This candidate will collaborate with startup and growth-stage company management to provide high quality and strategic guidance to help grow their businesses. You will function as a VP of Finance or CFO, instrumental to the operational and financial leadership within these companies.

Exbo Group is looking for an exceptional individual to join our growing Corporate Advisory team. In addition to providing finance and accounting support to our clients, this individual will serve as the main engagement lead between Exbo Group and our clients. This team ensures that the entire Exbo product suite (CFO, Controllership, Tax) functions cohesively to provide the highest value to our clients.

Our diverse array of clients (SaaS, CPG, Professional Services, etc.) range from early-stage startups to established businesses with one shared interest – accelerated growth. As a Senior Associate, you will play a crucial role by establishing yourself as the quarterback for our suite of services and a trusted advisor.

The ideal candidate has both a strong financial background and understands how to provide a superior level of client service throughout an engagement. They understand how to manage and drive a project to completion without extensive input from management. This individual can leverage a range of technical and soft skills to drive exceptional client outcomes and a collaborative internal environment that fosters team growth.

They embrace ambiguity, are meticulous about details, and consistently perform above expectations. We value team members who are hungry and looking to join an engaging and passionate group of coworkers.

Growth-stage businesses change rapidly and require constant advisory in a shifting landscape. This role requires a deep interest in learning the language, key metrics, and nuance associated with businesses that are trying to scale their growth and operations while achieving key financial targets. On the technical side, this individual will maintain responsibility for the buildout of a full-scale financial model, analysis of key metrics, ongoing monthly accounting close processes, and development of financial reports.

In addition, this individual will advise clients on fundraising support, cash management & board reporting activities.

• 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 Net Suite.
• 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

• Have 6+ years…