Jobs at FinStrat Management

Leads cross-functional finance and accounting initiatives from requirements gathering through implementation. Coordinates internal and client stakeholders, develops project plans, tracks risks and progress, and supports leadership with concise updates. Analyzes financial and operational data using Excel and business intelligence tools, improves processes and reporting, and helps implement accounting systems and technologies. The role requires strong finance or accounting knowledge, project management ability, communication skills, organization, initiative, and independent judgment.

Own FinStrat’s brand storytelling and content strategy across website, social, email, sales, events, and partner channels. Lead content for the Q1 2027 website launch, support brand positioning renewal, write and edit client-facing materials, manage content distribution calendars, coordinate designers and contractors, maintain approved assets, and use engagement data to guide future content.

Own financial models, standardized live Excel models, and reporting cadence for multiple startup clients. Use AI to accelerate variance analysis and commentary, produce CFO-ready dashboards and migrate clients to AWS QuickSight, partner with CFOs and clients, and flag data quality issues within FSM's centralized data infrastructure.

The Senior Financial Analyst will conduct detailed financial analyses, evaluate investment opportunities, prepare financial reports, and support strategic decisions to enhance client growth and financial health.

The Bookkeeper will manage accounting operations, financial reporting, accounts receivable and payable, and ensure quality client service in a remote role.

Build and operate AWS serverless infrastructure and data pipelines, design integrations across accounting and business apps, develop and test LLM-based financial agents, lead client discovery sessions, and document and standardize platform and agent implementations to maintain security and compliance.

The Staff Accountant will support financial operations for clients, including account reconciliation, invoicing, accounts payable, and communication with tax agencies while ensuring quality standards are met.

The Bookkeeper will assist with monthly financial closings, account reconciliation, invoicing, accounts receivable management, and client inquiries, ensuring quality standards and exceptional client service.

The Senior Accounting Manager oversees accounting operations, manages financial reporting for clients, leads staff accountants, and ensures quality deliverables, all while providing excellent client service.

Responsible for managing payroll tax compliance, sales tax filings, ensuring GAAP compliance, preparing for internal audits, and collaborating with various teams to maintain compliance and readiness.

The Senior Financial Analyst will conduct financial analysis, develop models, prepare reports, and support strategic decisions for client growth and financial health.