About FinOptimal
FinOptimal began in 2015 as a side-hustle of a CFO and Controller who despised manual accounting work. After raising venture capital in 2021, we expanded into both accounting services and technology offerings, launching apps like Accruer, Booker, and Wrangler.
This role is part of our Services team, supporting clients across industries with best-in-class accounting solutions and automation. We’re looking for someone who loves accounting and loves technology — someone who can close the books and talk to clients, while also building smarter, automated ways to get the work done.
What you'll do:
- Own the first three month-end closes when we onboard a new client, delivering accurate, on-time financials.
- Build and maintain advanced spreadsheets that streamline reporting and eliminate manual work; in other words, design and implement the process over the first three months of a new client relationship.
- Hand off a trainable bookkeeping system to another member of the accounting team that will carry forward the monthly close using the framework you built.
- Troubleshoot and optimize accounting apps and integrations (QuickBooks Online, popular third-party apps, and FinOptimal’s proprietary technology).
- Anticipate client needs and provide thoughtful, scalable solutions leveraging technology.
- Collaborate with internal teams and clients to solve accounting and technology challenges in a timely, professional manner.
Who we're looking for:
- A highly organized, detail-oriented accountant who thrives in a client-facing environment.
- Someone with 5–10 years of accounting experience (close, reconciliations, reporting); CPA or public accounting background preferred.
- Deep expertise in Excel/Google Sheets — not just pivot tables, but array formulas, query functions, lookups, automation, and macros/scripts. If you regularly hardcode cell references, this likely isn’t a good fit.
- Familiarity with automation tools like Zapier, Google Apps Script, Excel Macros, or RPA, with the ability to troubleshoot when things don’t work. While you may not use these tools regularly at FinOptimal, we need someone who has experience working with them, because many of those skills will be transferable to the technology you’ll use here.
- Comfort using AI (e.g., ChatGPT, Claude, etc.) to speed up spreadsheet building, analysis, and problem-solving.
- Enough facility with SQL in a business context to get by with help from AI building sophisticated queries.
- Strong communicator who can explain financials clearly to non-finance stakeholders.
- Problem-solving and thriving in a fast-paced environment, bringing accountability and precision.
Requirements:
- 5-10 years of accounting experience (month-end close, reconciliations, reporting).
- Bachelor’s degree in Accounting, Finance, or related field. CPA preferred.
- Strong understanding of GAAP and accounting best practices.
- Advanced Excel/Google Sheets proficiency, with real-world automation experience.
- Experience with QuickBooks Online (multi-entity a plus).
- Working knowledge of SQL.
Compensation:
- $100,000 - $200,000 annual salary depending on experience
- 401K plan with employer match
- 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.
