As a “Client Lead”, this exciting position enables you to utilize your superb technical skills and interpersonal skills to deliver excellent financial and strategic leadership to multiple startup clients across various industries. One of the best perks of the position is that most of the work can be performed out of the comfort of your own home office. This how we worked before and will continue to work post-COVID-19. Opportunities to go into the client may be available to you and/or required from time-to-time only when it is safe to do so. Especially, for the initial kick-off.
• Take the lead on the client onboarding process, including conducting client needs assessment, developing action plans, and leading client kick-off meetings
• Assess client current processes for efficiency and adequate controls and propose, document, and implement process improvements
• Identify and implement technology solutions to support the accounting function including payroll, inventory, other critical modules
• Work very closely with client C-Level management on financial and operational matters
• Advise and educate clients on accounting best practices
Nuts and Bolts
• Preparation of timely and accurate financial statements and forecasts for internal and/or investor use
• Preparation of other client-specific management reporting packages and Board packages
• Train and oversee the client accounting for our staff. Ensure the team is staying on track and meeting deadlines for day-to-day and monthly accounting tasks- AP, AR, Payroll, Month-End Close.
• Oversight and guidance on cash flow management
• Development of financial analyses and KPIs
• Lead or assist with the budgeting/forecasting process
• Support due diligence for client funding opportunities
• Manage cap table and oversee 409A valuations
• Preparation of financial and supporting documentation for tax filings required by the tax accountant
• Oversee other compliance such as business insurance and licensing
An innovative team for an innovative founder.
POMteam is an outsourced Finance and Accounting solution that provides a unique experience, functioning as a fully developed internal team would, for a fraction of the cost. The team is built around the Founder’s, Samantha Bolosan, depth of experience in the start-up space. For the cost of a single hire, we will provide you with experienced and tested CFOs, Controllers, FP&A resources, and Support Accountants. A fractional super-team that is experienced in start-ups, both private and public businesses, acquisitions and going public.