Strategic Finance Lead

🔥 8 minutes ago

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Logo of Oceans

Oceans

201 - 500 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Oceans is a company that provides highly skilled, global remote talent to businesses in various sectors such as operations, finance, marketing, and administration. They are focused on fixing the outdated reputation of outsourcing by offering experienced and motivated professionals—referred to as 'Divers'—who seamlessly integrate into companies, significantly contributing to their success. Oceans prides itself on ensuring strong matches between their clients and Divers through a meticulous selection process, offering continuous upskilling, high retention rates, and exceptional client support. They cater to startups, e-commerce businesses, small businesses, and solopreneurs, enabling them to scale efficiently with top-notch remote talent.

📋 Description

• Own full-cycle accounting across multiple client entities. • Manage general ledger activities, reconciliations, journal entries, and month-end close processes. • Oversee bill payments, approvals, audit trails, and cash management activities. • Monitor cash flow, liquidity, and banking operations. • Maintain accurate financial records using platforms such as QuickBooks, Xero, or Intacct. • Prepare and deliver client-ready financial reporting packages, including profit and loss statements, balance sheets, net worth statements, and cash flow reports. • Perform variance analysis against budgets, forecasts, and prior performance. • Ensure reporting is accurate, reconciled, and decision-ready. • Transform financial reporting into actionable insights that support business and personal financial decisions. • Present financial information clearly to both financial and non-financial stakeholders. • Translate financial data into meaningful recommendations and strategic insights. • Lead financial planning discussions around liquidity, spending optimization, and major financial decisions. • Build scenario models to evaluate investments, real estate decisions, hiring plans, and other strategic initiatives. • Identify financial risks, inefficiencies, and opportunities proactively. • Support clients in making informed decisions through thoughtful financial analysis. • Coordinate with CPAs, legal advisors, payroll providers, and other external stakeholders. • Support tax planning workflows by preparing financial information and documentation. • Maintain strong financial governance, controls, and documentation standards. • Monitor unusual financial activity and proactively escalate potential issues. • Help ensure seamless financial operations across multiple entities and stakeholders. • Evaluate and implement improvements to financial systems and reporting workflows. • Support automation and dashboard initiatives that improve financial visibility. • Strengthen financial controls, documentation, and audit readiness. • Identify opportunities to improve operational efficiency and reporting quality. • Help build scalable financial processes that support long-term growth.

🎯 Requirements

• 5–10+ years of experience in strategic finance, FP&A, family office environments, public accounting, corporate finance, or similar finance leadership roles. • Strong foundation in full-cycle accounting, financial reporting, reconciliations, month-end close, and financial controls across multiple entities. • Demonstrated experience building financial models, scenario analyses, forecasts, and decision-support tools that influence business outcomes. • Proficiency with accounting platforms such as QuickBooks, Xero, Intacct, and advanced Excel or Google Sheets. • Strong ability to communicate financial information clearly and confidently with clients and senior stakeholders, translating complex financial concepts into practical recommendations. • Excellent financial analysis, commercial judgment, and problem-solving skills with a proactive approach to identifying risks and opportunities. • Ability to independently manage complex financial responsibilities while balancing execution with strategic advisory work. • CPA (or equivalent professional accounting qualification) strongly preferred.

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