Founded in 2016, we created InvestNext to empower investors around the world. We're a diverse team sprinkled across North America, with customers based in time zones all over the globe. Our company’s three core values — curiosity-driven; see it, own it; and outcomes-focused — speak to our strategy of encouraging employees to invest in InvestNext’s across-the-board success while taking on leadership roles in developing our product and its community.

Role Summary

InvestNext is seeking a practiced and ambitious finance leader to pilot finance operations from its current initial structure through the challenges of rapid growth.

This role is responsible for leading all finance efforts for the Company, and will eventually build the accounting and finance organization. This individual will be working closely with the CEO and will provide tactical and strategic support in all aspects of our finances. The successful candidate will be a strategic individual with 5-7 years of managerial accounting and financial management experience in a rapidly growing start-up environment. This role will be ever-changing and will require the candidate to be flexible and open-minded while paying close attention to detail and processes.

This role will be a large challenge to take on, and it is a fantastic opportunity for someone who has gone through scaling finance operations before and is looking to join a pre-Series A company in a leadership role. It will be supported by a great team that has strong industry and product knowledge, experienced no turnover, and contains diverse skill sets and experience.

Responsibilities

• Directing all aspects of accounting operations
• Developing, managing, and enforcing GAAP-compliant procedures
• Performing and managing the monthly and quarterly close processes
• Developing and maintaining necessary accounting policies and systems and building an accounting department as the company grows
• Overseeing transactions related to the general ledger, receivables, payables, payroll, and financial reporting
• Coordinating, preparing, and reviewing monthly, quarterly, and annual reports
• Ensuring a smooth audit process by creating and maintaining internal controls, establishing and maintaining immaculate record-keeping, managing the audit process with Big 4 firms, and providing requisite schedules
• Overseeing stock administration
• Serving as the 401(k) administrator, managing the 401(k) audit process, and filing Form 5500 annually
• Overseeing and managing the company’s finance systems and choosing appropriate software programs & processes based on unique needs
• Coordinating corporate tax reporting and preparation of tax returns with outside tax accountants
• Leading financial planning, budgeting, and reporting
• Creating and maintaining budgeting tools
• Assisting the leadership team in strategic planning, budgeting, and results management
• Analyzing product line profit margin performance
• Interacting with the board of directors
• Representing the company externally, as necessary, particularly in banking and lease negotiations
• Managing outside vendors

Requirements

• 5 – 7 years of related experience
• Strong knowledge of corporate finance and other accounting theory, principles, and practices including GAAP, SaaS accounting, prepaid expenses & accrued revenue, ASC 605: Revenue Recognition, ASC 985-605: Software Revenue Recognition, ASC 805: Business Combinations, and ASC 718: Stock-Based Compensation
• Solid experience with financial analysis and forecasting, including experience with three statement financial modeling, preparing statistical reports, and making recommendations based on analysis and research
• Strong knowledge of and experience with tax processes including:
• Annual Federal Form 1120
• International Form 5471
• Depreciation and amortization schedules (MACRS)
• R&D Tax Credit Form 6765, R&D Tax Credit Inputs/Study, 2016 R&D Tax Credit Payroll Offset
• Alternative Minimum Taxation (AMT)
• Net Operating Losses (NOLs)
• Local Business Registrations & Compliance
• W9/1099 and W8/1042 implementation and execution
• Comfort in the startup environment and ability to create structure and foundational accounting processes
• Strong priority management skills
• Proof of eligibility to work in the United States or Canada is required for this role.

InvestNext values diversity and is committed to a policy of Equal Employment Opportunity. InvestNext will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally-recognized protected basis under federal, state, or local law.

Benefits

• Unlimited PTO
• Flexible working arrangements
• Co-working space allowance
• Employee Stock Options
• Computer of choice
• Generous health plan for you and your family
• 401K matching program (US-based employees only)

Salary Range: $110,000-$140,000 DOE