
11 - 50 employees
Founded 2022
đ¸ Finance
đź Consulting
Finance ⢠Consulting
FinanceWithin is a strategic CFO and accounting partner for founder-led companies. It provides a full Office of the CFO offeringâinterim CFO leadership, financial planning & analysis (FP&A), accounting and bookkeeping, cash flow and liquidity planning, performance advisory, capital raise and M&A support, and operations/ERP implementation. FinanceWithin focuses on building investor-grade businesses for consumer brands (DTC, retail, CPG), helping founders with forecasting, fundraising, financial modeling, audit-ready monthly closes, and special-situation turnarounds. The firm operates from offices in New York and Houston and positions itself as a hands-on financial and strategic advisor to founders and investors across the business lifecycle.
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11 - 50 employees
Founded 2022
đ¸ Finance
đź Consulting
Finance ⢠Consulting
FinanceWithin is a strategic CFO and accounting partner for founder-led companies. It provides a full Office of the CFO offeringâinterim CFO leadership, financial planning & analysis (FP&A), accounting and bookkeeping, cash flow and liquidity planning, performance advisory, capital raise and M&A support, and operations/ERP implementation. FinanceWithin focuses on building investor-grade businesses for consumer brands (DTC, retail, CPG), helping founders with forecasting, fundraising, financial modeling, audit-ready monthly closes, and special-situation turnarounds. The firm operates from offices in New York and Houston and positions itself as a hands-on financial and strategic advisor to founders and investors across the business lifecycle.
⢠Oversee a pod of Accounting Managers, bookkeepers, and a book of clients ⢠Provide team support and direction ⢠Ensure timely delivery of weekly and monthly financial reporting to clients ⢠Serve as an escalation point and thought partner for clients ⢠Ensure accuracy of presented data and perform final quality control of deliverables ⢠Oversee month-end close and key accounting activities ⢠Review management reports, key metrics, accounting packages, reconciliations, and balance sheet and P&L trends ⢠Review inventory reconciliation, write-offs, obsolescence adjustments, product costs, and inventory systems ⢠Review accounts receivable processing and aging reports ⢠Review accounts payable processing, aging reports, and Bill.com payments ⢠Review payroll processing, journal entries, and accruals ⢠Provide ad hoc reports or details ⢠Oversee client communications ⢠Supervise and train the team ⢠Develop SOPs and training documents ⢠Manage the pod budget ⢠Maintain clean files and document storage ⢠Participate in directed training ⢠Contribute as an internal thought partner
⢠5+ years of experience in full-cycle accounting ⢠2+ years of experience in a multi-client or consulting role ⢠2+ years of experience leading a team ⢠Minimum of a Bachelor's Degree in Accounting required ⢠Advanced level expertise in QBO and Excel ⢠NetSuite and Xero experience a huge advantage ⢠Experience with e-commerce clients is required ⢠Experience reconciling Shopify, PayPal, bill.com, etc. required ⢠Solid understanding of GAAP and a firm grasp of accounting best practices ⢠Solid understanding of financial statements and how to evaluate them ⢠Excellent analytical and communication skills ⢠Ability to effectively prioritize and manage time in a remote work environment ⢠Proactive and team-centric attitude ⢠Legally authorized to work in the United States without sponsorship ⢠Located in the United States
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