Metis Strategy
Overview
Join to apply for the
Finance & Project Accounting Lead
role at
Metis Strategy . We are looking for a detail-oriented, organized, and growth-minded Finance & Accounting professional to join our expanding consulting practice. This individual will oversee the firm's daily financial and accounting operations, guarantee precise financial records, timely reporting, and continuous process enhancements. The ideal candidate thrives in a fast-paced, professional services setting and is eager to contribute to a lean, yet high-performing, team. This position offers the opportunity to directly influence the firm’s success through optimizing cross-functional finance and project accounting activities. The role involves close collaboration with Engagement Leads and Company Leadership to ensure accurate client invoicing and internal reporting. Leverage expertise in a professional services environment to drive measurable improvements and shape the firm’s financial operations. Metis Strategy, a management and strategy consulting firm focused on the intersection of business and technology, continues to grow and is looking for highly motivated individuals to join the team in one of our three U.S. offices. We are trusted advisors to Fortune 500 and Global 1000 companies, helping them meet their most critical business objectives through tailored engagements and deep professional relationships. We are an entrepreneurial, fast-growing firm with offices in the Washington, D.C. area and in the San Francisco Bay Area, Atlanta, and Dallas. The firm’s coast-to-coast presence enables us to serve clients throughout the United States and internationally. In our 20+ year history, we have established a track record of improving organizational performance and business outcomes. In a career with Metis Strategy you will experience high growth, autonomy to shape your work, and collaboration with thought-leaders and C-level clients.
Responsibilities
Accounts Payable (AP)
Enter invoices and process vendor payments via Expensify, Rippling, and Bill.com or similar; maintain accurate and timely accounting entries for ACH transactions and benefits-related disbursements (FSA, COBRA, etc.); exercise due diligence in validating new expenses and monitoring cost changes. Accounts Receivable (AR)
Collaborate with Engagement Teams to prepare and send client invoices using QuickBooks Online; drive collections and follow-ups to reduce Days Sales Outstanding (DSO); reconcile AR records and address client PO discrepancies; produce AR dashboards and KPI reports for Project Managers and Leadership. General Ledger & Month-End Close
Record journal entries for payroll, reimbursements, and client billing; lead month-end and year-end close activities and reconciliations; assist with balance sheet reconciliations and internal financial reports; prepare ad hoc cash flow analyses. Project Support & Strategic Finance
Serve as Finance Business Partner to Engagement Teams, ensuring profitability, accurate invoicing, and alignment of financial operations with business goals; support financial planning and annual forecasting; develop project valuations (NPV, ROI) and support cost optimization and profitability; liaise with stakeholders to align on project budgets and reporting needs. Audit, Compliance & Controls
Assist with audit preparations and maintain documentation for internal controls; help ensure GAAP and regulatory compliance by collaborating with a third-party accounting firm; assist with vendor setup, W-9 collection, and federal ID verification. Employee Expense & Payroll Administration
Review and process employee reimbursements via Expensify; ensure alignment with internal expense policies; support HR with ad-hoc payroll processes and benefits administration. Self-service Productivity
Work with internal teams to enhance self-service productivity capabilities, empowering staff to leverage tools and resources independently, including Professional Services Automation tools. Qualifications And Expectations
5-7 years of experience in a professional services or consulting environment with annual scope over $25M. Understanding of how financial processes impact profitability and growth. Proficiency with QuickBooks Online, Bill.com, Expensify, and ERP systems. Strong MS365 skills, especially MS Excel; high attention to detail and organizational skills. Ability to handle competing priorities and meet tight deadlines. Experience with financial audits, controls, and compliance practices is a plus. Exposure to or interest in project-based finance and valuation modeling is a bonus. Certifications or degrees in a related field. Excellent communication and collaboration skills across functions and levels within the organization. What Metis Strategy Has to Offer
Successful candidates will be motivated by helping clients achieve and maintain strategic and operational excellence while continuously improving their own skill set and embracing emerging intellectual challenges. The standard base pay range for this role is $75,000 - $100,000 annually. This position is eligible for bonus compensation. Benefits include medical, dental, and vision insurance, parental leave, family benefits, retirement contributions, paid time off, and more. Eligibility to work in the U.S. without sponsorship is preferred. We offer opportunities to grow the intellectual, functional, economic, and geographic footprint of a thriving technology and business advisory firm. Team members are encouraged to identify new growth opportunities and pursue novel approaches that benefit Metis Strategy and its clients and partners. If you are driven by solving complex business problems at the intersection of business strategy and technological innovation, you will enjoy being part of our team.
#J-18808-Ljbffr
Join to apply for the
Finance & Project Accounting Lead
role at
Metis Strategy . We are looking for a detail-oriented, organized, and growth-minded Finance & Accounting professional to join our expanding consulting practice. This individual will oversee the firm's daily financial and accounting operations, guarantee precise financial records, timely reporting, and continuous process enhancements. The ideal candidate thrives in a fast-paced, professional services setting and is eager to contribute to a lean, yet high-performing, team. This position offers the opportunity to directly influence the firm’s success through optimizing cross-functional finance and project accounting activities. The role involves close collaboration with Engagement Leads and Company Leadership to ensure accurate client invoicing and internal reporting. Leverage expertise in a professional services environment to drive measurable improvements and shape the firm’s financial operations. Metis Strategy, a management and strategy consulting firm focused on the intersection of business and technology, continues to grow and is looking for highly motivated individuals to join the team in one of our three U.S. offices. We are trusted advisors to Fortune 500 and Global 1000 companies, helping them meet their most critical business objectives through tailored engagements and deep professional relationships. We are an entrepreneurial, fast-growing firm with offices in the Washington, D.C. area and in the San Francisco Bay Area, Atlanta, and Dallas. The firm’s coast-to-coast presence enables us to serve clients throughout the United States and internationally. In our 20+ year history, we have established a track record of improving organizational performance and business outcomes. In a career with Metis Strategy you will experience high growth, autonomy to shape your work, and collaboration with thought-leaders and C-level clients.
Responsibilities
Accounts Payable (AP)
Enter invoices and process vendor payments via Expensify, Rippling, and Bill.com or similar; maintain accurate and timely accounting entries for ACH transactions and benefits-related disbursements (FSA, COBRA, etc.); exercise due diligence in validating new expenses and monitoring cost changes. Accounts Receivable (AR)
Collaborate with Engagement Teams to prepare and send client invoices using QuickBooks Online; drive collections and follow-ups to reduce Days Sales Outstanding (DSO); reconcile AR records and address client PO discrepancies; produce AR dashboards and KPI reports for Project Managers and Leadership. General Ledger & Month-End Close
Record journal entries for payroll, reimbursements, and client billing; lead month-end and year-end close activities and reconciliations; assist with balance sheet reconciliations and internal financial reports; prepare ad hoc cash flow analyses. Project Support & Strategic Finance
Serve as Finance Business Partner to Engagement Teams, ensuring profitability, accurate invoicing, and alignment of financial operations with business goals; support financial planning and annual forecasting; develop project valuations (NPV, ROI) and support cost optimization and profitability; liaise with stakeholders to align on project budgets and reporting needs. Audit, Compliance & Controls
Assist with audit preparations and maintain documentation for internal controls; help ensure GAAP and regulatory compliance by collaborating with a third-party accounting firm; assist with vendor setup, W-9 collection, and federal ID verification. Employee Expense & Payroll Administration
Review and process employee reimbursements via Expensify; ensure alignment with internal expense policies; support HR with ad-hoc payroll processes and benefits administration. Self-service Productivity
Work with internal teams to enhance self-service productivity capabilities, empowering staff to leverage tools and resources independently, including Professional Services Automation tools. Qualifications And Expectations
5-7 years of experience in a professional services or consulting environment with annual scope over $25M. Understanding of how financial processes impact profitability and growth. Proficiency with QuickBooks Online, Bill.com, Expensify, and ERP systems. Strong MS365 skills, especially MS Excel; high attention to detail and organizational skills. Ability to handle competing priorities and meet tight deadlines. Experience with financial audits, controls, and compliance practices is a plus. Exposure to or interest in project-based finance and valuation modeling is a bonus. Certifications or degrees in a related field. Excellent communication and collaboration skills across functions and levels within the organization. What Metis Strategy Has to Offer
Successful candidates will be motivated by helping clients achieve and maintain strategic and operational excellence while continuously improving their own skill set and embracing emerging intellectual challenges. The standard base pay range for this role is $75,000 - $100,000 annually. This position is eligible for bonus compensation. Benefits include medical, dental, and vision insurance, parental leave, family benefits, retirement contributions, paid time off, and more. Eligibility to work in the U.S. without sponsorship is preferred. We offer opportunities to grow the intellectual, functional, economic, and geographic footprint of a thriving technology and business advisory firm. Team members are encouraged to identify new growth opportunities and pursue novel approaches that benefit Metis Strategy and its clients and partners. If you are driven by solving complex business problems at the intersection of business strategy and technological innovation, you will enjoy being part of our team.
#J-18808-Ljbffr