Project manage implementations and own client relationships
Flowchart accounting optimization plans
Design custom financial and operational dashboards for clients
Work with the FinOptimal engineering team to develop products and best practices
Train team members on products and implementations
Who We Are Looking For:
Confident in learning and embracing new technology
Problem-solving: understand a client’s current accounting processes and thoughtfully integrate FinOptimal’s products
Courteous and thoughtful client-service focus
Strong knowledge of accounting best practices including spreadsheet-driven modeling
Clear and professional oral and written communication
Judgment and prioritization
Excelled analytical ability
Discretion with confidential information
Highly Desired Qualifications & Skills:
2-5 years of accounting, implementations, automation, or data experience
Experience with SQL and/or Python
Compensation & Benefits:
Competitive Salary
Equity Options
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.
Please note this is an in-person position, located in either Houston (near Rice Village) or New York (Brooklyn Heights).
