Job Description
Work directly with founders and start-up teams to understand their business and financial model
Manage a customer portfolio of SaaS and technology-based start-ups, taking ownership of customer revenue growth and customer profitability
Manage a team of remote resources, driving the team to own daily and monthly close processes, reconciliations and classifications
Utilize Zeni's platform and technology to drive automation of customer processes and integration of financial applications
Guide customers in the collection and use of data to optimize Zeni's AI reporting platform, empowering budget vs. actual analysis, forecasts and KPI reporting
Educate customers and founders on U.S. GAAP accounting, financial statements and financial metrics for technology companies
Drive customer success, anticipating customer needs and responding to customer requests as the finance function for the customer
Train and mentor accounting managers, senior accountants and staff to complete daily, monthly and annual accounting and reporting processes
Enable Zeni sales growth by assisting customers in scaling their business and supporting additional Zeni services
Required Skills & Experience
7-10 years of experience in an accounting, accounting outsource provider or CPA firm
Strong experience managing teams of 5+ accounting professionals and drive ownership of deliverables by support teams (Bonus: managing offshore remote employees)
Managing a diverse customer portfolio of SaaS-based, e-commerce, inventory and other tech start-ups
Undergraduate or Master's degree in Accounting or Finance
CPA or MBA, Accounting or Finance concentration
Tech savvy with experience in Quickbooks, Bill.com, Gusto, Expensify and other leading cloud-based finance applications for start-ups
Strong knowledge and application of GAAP, ASC 606 revenue recognition, consolidations, and equity compensation and other areas of accounting for SaaS companies
Experience in coaching founders at various stages of development, recommending solutions, and guiding the timing of key deliverables as companies grow
Strong oral and written communication skills and comfortable working with teams in client-facing role
Experience using Google Suite (Docs, Sheets, and Slides) and advanced Excel skills
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.