TalentoHC
Overview
The Financial Manager will be responsible for overseeing all aspects of finance, including accounting, reporting, cash flow, compliance, and strategic planning. This role requires both hands-on execution, such as bookkeeping, reconciliations, and payroll oversight, as well as high-level analysis, including forecasting, financial modeling, and client reporting. A key responsibility will be managing financial operations and reporting for a major client account, ensuring accuracy, compliance, and contractual alignment. Responsibilities
Manage day-to-day bookkeeping and monthly closes in accounting software Prepare accurate and timely financial statements (P&L, balance sheet, cash flow) Ensure compliance with GAAP and tax requirements Develop and manage budgets, forecasts, and variance analyses Monitor cash flow, working capital, and runway, flagging issues early Implement cost controls and optimize vendor/contractor payments Oversee payroll processing and ensure proper tax withholdings, filings, and benefits administration Manage state and federal tax filings with external partners Maintain corporate compliance, including licenses, filings, and audits Evaluate and manage business insurance policies Oversee client billing, invoicing, and collections, ensuring contract compliance Prepare and deliver client financial reporting packages, including reconciliations, audit support, and cost-based reporting Ensure alignment between internal accounting and client-facing obligations Partner with operations and client teams to ensure financial transparency across projects Build dashboards, KPIs, and metrics for decision-making Evaluate new business opportunities and pricing models Advise leadership on long-term financial strategy and growth planning Requirements
Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus) 5+ years of progressive finance experience, ideally in a startup or high-growth company Strong knowledge of accounting standards, tax, and compliance Hands-on experience with QuickBooks, payroll systems, and financial modeling in Excel/Google Sheets Experience managing client financials, reporting, and audit requirements Fluency in English and Spanish (written and spoken) Proven ability to build and implement financial processes from scratch Excellent communication skills and ability to present financial information to leadership and clients Adaptable and entrepreneurial mindset with the ability to operate in a lean, fast-changing environment
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The Financial Manager will be responsible for overseeing all aspects of finance, including accounting, reporting, cash flow, compliance, and strategic planning. This role requires both hands-on execution, such as bookkeeping, reconciliations, and payroll oversight, as well as high-level analysis, including forecasting, financial modeling, and client reporting. A key responsibility will be managing financial operations and reporting for a major client account, ensuring accuracy, compliance, and contractual alignment. Responsibilities
Manage day-to-day bookkeeping and monthly closes in accounting software Prepare accurate and timely financial statements (P&L, balance sheet, cash flow) Ensure compliance with GAAP and tax requirements Develop and manage budgets, forecasts, and variance analyses Monitor cash flow, working capital, and runway, flagging issues early Implement cost controls and optimize vendor/contractor payments Oversee payroll processing and ensure proper tax withholdings, filings, and benefits administration Manage state and federal tax filings with external partners Maintain corporate compliance, including licenses, filings, and audits Evaluate and manage business insurance policies Oversee client billing, invoicing, and collections, ensuring contract compliance Prepare and deliver client financial reporting packages, including reconciliations, audit support, and cost-based reporting Ensure alignment between internal accounting and client-facing obligations Partner with operations and client teams to ensure financial transparency across projects Build dashboards, KPIs, and metrics for decision-making Evaluate new business opportunities and pricing models Advise leadership on long-term financial strategy and growth planning Requirements
Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus) 5+ years of progressive finance experience, ideally in a startup or high-growth company Strong knowledge of accounting standards, tax, and compliance Hands-on experience with QuickBooks, payroll systems, and financial modeling in Excel/Google Sheets Experience managing client financials, reporting, and audit requirements Fluency in English and Spanish (written and spoken) Proven ability to build and implement financial processes from scratch Excellent communication skills and ability to present financial information to leadership and clients Adaptable and entrepreneurial mindset with the ability to operate in a lean, fast-changing environment
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