FinOptimal · 1 month ago
Finance Transformation Manager
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $160K/yr
5+ years expFinOptimal is a company that provides innovative accounting solutions and technology offerings. The Finance Transformation Manager will support clients by implementing automated accounting processes, managing month-end closes, and collaborating with internal teams to optimize financial operations.
AccountingB2BEnterprise Resource Planning (ERP)Software
Responsibilities
Own the first three month-end closes for newly onboarded clients, delivering accurate, on-time financials
Design and implement the accounting and reporting framework during the first 90 days of a new client relationship, replacing manual processes with scalable, automated systems
Build and maintain advanced workbooks in Google Sheets that streamline reporting, reduce errors, and eliminate repetitive work
Hand off a clear, trainable bookkeeping system to another member of the accounting team that will carry the work forward on a recurring basis
Troubleshoot and optimize accounting apps and integrations, including QuickBooks Online, third-party tools, and FinOptimal’s proprietary technology
Anticipate client needs and propose thoughtful, scalable solutions that balance accounting best practices with practical automation
Collaborate closely with internal teams and client stakeholders to solve accounting and systems challenges in a professional, timely manner
Qualification
Required
5–10 years of accounting experience (month-end close, reconciliations, reporting)
Bachelor's degree in Accounting, Finance, or a related field
Strong understanding of GAAP and accounting best practices
Advanced Excel / Google Sheets proficiency with real-world automation experience
Experience with QuickBooks Online
Preferred
CPA or public accounting background preferred
Multi-entity experience with QuickBooks Online is a plus
Benefits
401K plan with employer match
Medical / Dental / Vision & Supplemental Insurance Coverage
Full premium paid, full HSA employer contribution if opting to go with the high-deductible plan.
Low deductible and out of pocket plan fully paid if opting to not go with the high-deductible plan.
Company
FinOptimal
Automation-powered accounting services and software.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
J
Jesse Rubenfeld
Founder & CEO
Company data provided by crunchbase