Plan and oversee all accounting tasks in support of operations.
Lead all month-end close and general ledger reconciliation processes.
Manage various treasury management workflows, including cash tracking, management, and cash forecasting.
DEPT® is a Growth Invention company built to help the world’s most ambitious brands grow faster. Operating at the intersection of technology and marketing, their 4,000+ specialists deliver growth invention across Brand & Media, Experience, Commerce, CRM, and Technology & Data.
Finance point of contact for acquired firms, owning onboarding and integration of finance processes.
Coordinate and support data collection for purchase accounting and opening balance sheet net working capital.
Track net working capital targets, merger value drivers, revenue vs. deal targets, earn-out metrics.
Aprio is a top 20 CPA and advisory firm that Accounts for Anything. We have over 3,200 team members across 40 U.S. office locations, as well as international offices, and speaks 60+ languages. They bring together expertise and strategic foresight for fast-growing industries.
Provide insights to drive decision making based on financial data.
Partner with the business to ensure financial health and unlock sustainable growth.
Take ownership of reporting and analysis while driving cross-functional collaboration across the company.
n8n is the open workflow orchestration platform built for the new era of AI, giving technical teams the freedom of code with the speed of no-code. They have a diverse team of over 220, working across Europe and the US, connected by a shared builder spirit and with their centre of gravity in Berlin.
Ensure accurate financial reporting across all entities and properties
Deliver predictable close and owner reporting cycles
Elevate the depth and value of financial reporting, including balance sheet, cash flow, and KPI segmentation
Kasa is a tech-enabled hotel and apartment hotel brand and manager. They have built a hospitality operating system that improves profitability while delivering a quality experience to guests. They partner with owners of multifamily and boutique hospitality properties.
Lead completion of current audit cycle and establish an efficient, audit-ready cadence.
Implement a durable revenue recognition policy and WIP accounting framework aligned with ASC 606 and operational realities.
Own the monthly, quarterly, and annual close process, ensuring the delivery of accurate and timely GAAP financial statements.
Dandelion Energy is transforming how homes are heated and cooled—starting from (below) the ground up. As the nation’s leading residential geothermal company, they design, install, and maintain all-in-one heating and cooling systems that are cleaner, quieter, more affordable, and up to 4× more efficient than traditional HVAC. Dandelion's team has delivered thousands of high-quality geothermal installations across the country and is backed by Google Ventures (GV) and other top tech investors.
Oversee full-cycle accounts receivable and accounts payable processes.
Prepare and ensure accuracy of financial statements.
InductiveHealth is the market leader in software-as-a-service (SaaS) solutions to public health agencies with a corporate mission to stop disease through technology. It is headquartered in Atlanta, Georgia, with over 80 team members across the United States and a virtual-first culture centered around teamwork.
Oversee end-to-end financial operations, including high-volume payroll, accounting, financial reporting, budgeting, and compliance.
Ensure timely and accurate recording of all financial transactions in QBO or Xero and/or Stripe.
Identify opportunities for process improvement, automation, and smarter financial workflows that support scalability.
OurAssistants connects property management and real estate companies with highly skilled virtual professionals. Their mission is to deliver reliable, creative, and results-driven support that helps their clients scale efficiently while empowering their remote teams to thrive.
Improve short, medium and long-term cash flow forecasts.
Support the structuring, documentation, and operational execution of funding arrangements.
Enhance treasury reporting for cash, liquidity, funding, and counterparty exposure.
OnePay is a consumer fintech company trusted by millions of Americans to make money better, offering an all-in-one financial services platform. Backed by Walmart and Ribbit Capital, they provide banking, savings, credit cards, lending, investing, and crypto services.
Contribute to strategic planning and decision-making by delivering financial insights.
Develop annual budgets, create interim forecasts, and construct financial models.
Compile and present monthly and semi-monthly financial statements to management.
TJS Group, founded in 2015, is an 8(a), Economically Disadvantaged Women-Owned Small Business (EDWOSB) with DSS Top Secret Facility Clearance, providing a wide range of services to federal and commercial clients. They focus on addressing the root causes of their clients’ challenges and delivering results that exceed expectations.
Lead end-to-end monthly close for US and Australian entities.
Establish and maintain robust internal controls to mitigate fraud risk.
Manage and develop a team of 2-4 high-performing accounting professionals.
Omnidian, Inc. is a tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. They are building a more sustainable future for the planet through passionate teams, innovative technology, and an amazing customer experience.
Spearhead financial operations and reporting functions.
Manage month-end closing cycles and internal controls.
Automate workflows and ensure audit readiness.
FEVO, Inc. is a company focused on building mutually beneficial relationships and creating innovative products. We are an innovative and forward-thinking organization.
Lead month-end/year-end close and deliver financials.
Develop and enforce internal controls and accounting policies.
Pair Team is a public benefit company reimagining care for the safety net. As an AI-enabled medical group for Medicaid and Medicare, they deliver medical, behavioral, and social care by integrating community-based organizations into their whole-person model.
Own Pine’s monthly financial cadence, including consolidation, reporting, and executive reviews
Deliver clear, actionable financial analysis highlighting trends, risks, and opportunities
Support executive decision-making with concise, well-structured financial narratives
Pine Services Group is a long-term holding company within Evergreen Services Group, focused on partnering with leading ERP and technology-enabled services businesses. They acquire and support strong companies, helping them grow while preserving the legacy, culture, and customer focus that made them successful.
Provide strategic insights and recommendations through financial analysis.
Oversee the property level month-end and year-end close processes.
Mentor and develop a high-performing finance team.
Kasa is a tech-enabled hotel and apartment hotel brand, managing properties and delivering a digital hospitality experience. They partner with property owners to offer stylish accommodations and prioritize automation and data-driven decision-making. The company is fast-growing and innovative.
Support the month-end close process and preparation of monthly management results.
Partner with cross-functional teams including Operations, Sales, and Product to translate financial data into actionable insights.
Oversee day-to-day accounting operations, particularly the order-to-cash cycle.
Atomi is on a mission to unlock human potential by transforming the way students learn and teachers teach. Their platform combines cutting-edge technology with a creative, human-first approach. They are driven by curiosity, humility, and a relentless focus on quality and innovation.
Own the "Payment to Owners" process, ensuring every dollar is accounted for and every partner is paid with precision.
Lead the critical transition of banking relationships, managing loan covenants, and establishing a treasury management strategy.
Own board preparation, translating raw financials into strategic insights that help investors and leadership make decisions.
Vend Park is building the AI-powered digital infrastructure of the built world. They are using automation, data, and agentic AI to simplify operations and unlock new revenue for commercial real estate owners. They operate as a small, high-ownership team where decisions move fast and solutions ship quickly and reliably.
Take full ownership of Xapo Bank's financial reporting integrity.
Responsible for the end-to-end preparation and analysis of consolidated financial statements.
Ensure accuracy, compliance, and timely delivery, navigating complex financial regulations in a banking environment.
Xapo Bank is a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world. They are committed to changing the way things are done and provide economic freedom and wealth protection, no matter where you live.
Process weekly payments for multiple legal entities and handle intercompany payments.
Manage bank operations and prepare and control cash balance reports.
Administer corporate cards and execute treasury accounting activities.
Miratech is a global IT services and consulting company that brings together enterprise and start-up innovation to support digital transformation. They are a values-driven organization of nearly 1000 professionals with a culture of Relentless Performance, experiencing over 25% annual growth.
Develop and maintain financial models and KPI reporting, sharing insights about risks and opportunities.
Drive budgeting/forecasting cycles, working collaboratively with internal business partners and leadership.
Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
LifeLabs Learning provides science-backed training for managers and teams, focusing on skills such as coaching, feedback, and inclusion. As a diverse team of experts, they help organizations build these skills into their culture and systems.
Manage annual financial budgeting and forecasting processes, ensuring the annual plan reflects company strategic objectives
Diligence target companies’ financials, analyze transaction structures, close acquisitions, and integrate businesses with a focus on improving EBITDA
Civitech is a public benefit corporation dedicated to creating a fairer and more equitable democracy by building the tools and infrastructure needed to increase civic participation, empower Democratic candidates to win, and support the success of progressive causes. Since its founding in 2019, over 500 partners -- a range of nonprofit organizations, national political committees, and individual campaigns -- have utilized Civitech’s tools to reach tens of millions of voters to help create a more equitable and progressive democracy.