FinOptimal is a new kind of accounting software company.
We utilize automation and process optimization to give superpowers to accountants. Our system-agnostic automation allows our clients and their finance teams to unburden themselves from much of the manual work of downloading/uploading, categorizing, and booking transactions. This enables our clients to save time, scale without increasing costs, close their books faster, and access real-time data. If you love problem-solving, client service, and process optimization, and if you care about a great culture and a flexible work environment, then FinOptimal is the place for you!
We’re a tight-knit group of developers, CPAs, and finance transformation experts delivering the most flexible accounting-focused automation solutions on the market. Our venture-backed startup is headquartered in Houston, TX with a satellite office in Brooklyn, NY.
At FinOptimal You Will:
- 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 prioritizationExcelled analytical abilityDiscretion 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
Please note this is an in-person position, located in either Houston (near Rice Village) or New York (Brooklyn Heights).
At FinOptimal You Will:
- Lead the month-end close process for a portfolio of clients across multiple industries.
- Prepare and review monthly financial statements, while managing a team of associates that support your assigned book of business.
- Field daily client requests and questions, and develop a deep understanding of your clients’ accounting/controller/FP&A needs.
- Identify opportunities for automation and process optimization with respect to accounting workflows.
- Help map out bookkeeping optimization plans for clients (both to onboard new clients and to help other team members understand automated and manual transaction-booking workflows).
- Work with our engineering team to optimize clients’ accounting workflows.
- Train internal team members and clients on best practices as needed.
Who We Are Looking For:
- Love of accounting!
- Confidence in learning and embracing new technology.
- Courteous and thoughtful client service focus.
- Bachelor's degree in Accounting, Business Administration, Finance, or related field.
- At least 5 years of accounting/controller/FP&A experience.
- At least 5 years of client-facing/customer service experience.
- Very strong knowledge of accounting best practices, general ledger, and spreadsheets (e.g. Excel and Google Spreadsheets), including knowledge of building models and using Excel functions.
- Ability to communicate clearly and professionally, both orally and in writing.
- Ability to prioritize and respond to time-sensitive requests.
- Ability to think critically to be a thought partner in improving processes.
- Ability to maintain the highest level of confidentiality and data security.
- Strong desire to build and foster a great work culture.
Highly Desired Qualifications & Skills:
- CPA and/or public accounting experience is strongly preferred.
- Experience with QuickBooks Online
You would communicate primarily by email, phone, and Zendesk (our CRM for client request handling). Hours are reasonably flexible, but performance standards are high.
Compensation & Benefits:
- Competitive Salary
- Equity Options
- Medical / Dental / Vision & Supplemental Insurance Coverage
Please note this is an in-person position located in Houston (near Rice Village).
At FinOptimal You Will:
- Own and define the product roadmap and create clear product requirements
- Play a vital role in developing and innovating our finance automation products for public release (products are currently used only by our internal accountants)
- Collaborate with the ongoing services and growth teams to develop a deep understanding of our clients, identify market needs and initiate new and innovative concepts to solve important customer and business problems
- Drive product vision and strategy execution, communicate roadmap to key stakeholders, leadership, and customers
- Lead cross-functional groups from engineering, design, and other disciplines in an Agile methodology to deliver on the roadmap
- Get in the weeds: write product requirements docs (PRDs), user stories, and acceptance criteria, plan sprints, manage and prioritize the backlog, and test the services yourself as they are being built
- Own product performance by setting proper success metrics, tracking and reporting on them to maintain visibility and accountability, and also inform the future product roadmap
Who We Are Looking For:
- You have 5+ years of product management experience, focused on delivering quality software and seamless user experience
- You’ve shipped new products or features end-to-end and managed all aspects of products throughout their lifecycle
- You have exceptional cross-functional collaboration skills and the ability to create close partnerships with engineers, designers, and sales
- You never lose sight of the ultimate end user experiences that your products support and can articulate product requirements in both design and technical terms
- You have an analytical and curious mindset, using data to drive your product decision-making process
Highly Desired Qualifications & Skills:
- Willingness to work in our Houston office, or in a hybrid capacity
- Experience with Python
Compensation & Benefits:
- Competitive Salary
- Equity Options
- Medical / Dental / Vision & Supplemental Insurance Coverage
Please note this is an in-person position located in Houston (near Rice Village).
At FinOptimal You Will:
- Identify process optimizing opportunities
- Help onboard and train new clients
- Field and dispatch client requests
- Perform data entry and analysis
- Learn from the best minds in robotic accounting process automation
Who We Are Looking For:
- Interested in technology, accounting, or both
- Career-oriented, looking for strong career growth
- Confident in learning and embracing new products
- Courteous and thoughtful client service focusProficient with Excel/Google SheetsWell-spoken and well-written
- Able to prioritize and respond to time-sensitive requests
- Comfortable with regularly-changing processes that improve efficiencies
Compensation & Benefits:
- Competitive Salary
- Equity Options
- Medical / Dental / Vision & Supplemental Insurance Coverage
Please note this is an in-person position located in Houston (near Rice Village).