Senior Financial Strategist
4 days ago
At Palermo Advisors, we are seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our finance department, you will be responsible for driving financial strategy and ensuring the overall financial health of our companies.
Key Responsibilities:
- Develop and implement financial forecasting models for budgeting, headcount planning, and debt amortization.
- Oversee bookkeeping, month-end close processes, and preparation of financial reports for investors.
- Manage relationships with external accounting firms, ensuring accurate GAAP reporting, tax filings, and financial compliance.
- Analyze financial data to identify cost optimization opportunities and improve efficiency.
- Mentor and manage the finance team.
- Partner with operating company and business unit leaders to align financial goals with overall business strategy.
Requirements:
- 5-7 years of progressive finance experience.
- Bachelor's degree in Finance, Accounting, or related field; CPA or MBA preferred.
- Experience in some combination of venture-backed startups, strategy consulting, and/or investment banking.
- Proven track record in financial planning and analysis, financial reporting, and operational finance.
- Expertise in SaaS metrics and financial modeling.
- Proficiency in financial software and tools, such as QuickBooks, NetSuite, or similar.
- Excellent communication skills, with the ability to convey complex financial concepts to non-financial stakeholders.
- High level of integrity and commitment to transparency and ethical financial practices.
What We Offer:
- Full healthcare benefits, dental, life, and a 401k.
- Work from home benefits.
- Opportunity to work with a dynamic and growing company.
Only US residents are eligible for this position.
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