Financial Controller

Matcha is a fractional AI-enabled CFO, accounting, and data services firm based in Silicon Valley, CA. We deliver modern full-stack financial operations services, including FP&A and data pipeline build-out, to US-based digital tech startups (from Seed to Series C) and are trusted advisors to their founders. We leverage the latest technology and streamlined processes to deliver our services.

We are looking for dedicated, positive, self-driven Canada-based team members who are passionate about financial numbers, strive for efficient processes, take ownership, can problem-solve effectively, and have a client-service mentality. Like our clients, we operate at 'Silicon Valley AI speed,' and you must perform well in that environment. You must also contribute to our supportive and inclusive team culture.

Your professional relationship with us will be in a remote contracting role, and might interest experienced tech startup CPAs looking for the flexibility a full-time position doesn't offer. Depending on your preference, this role offers adjustable hours from 20 to 40+ per week and the opportunity to make a meaningful impact with fast-growing, US-based tech startups. We'd love to hear from you if you value flexibility and want to contribute to tech startups driving innovation, while gaining new experiences.

We are a small team with big ambitions, so you can become part of the key team that enables Matcha's scalability and growth. Our team is already international and remote, which won't change.

To avoid doubt, we refer to digital tech startups as primarily software-based startups or those for which software is a key enabler. These startups often use business models such as AI, software-as-a-service (SaaS), mobile applications, and online platforms. We exclude startups that develop and sell primarily physical tech products. Please do not apply unless you have this kind of recent experience.

You must have a high-performance IT setup with at least the following specs:

Computer: Mac purchased within the last 12-18 months, with at least 16GB RAM and SSD storage, and the Chrome browser. An equivalent Windows machine is acceptable. Your machine must be able to handle 100+ open browser tabs and apps without slowing down.

Internet: A reliable broadband connection with sustained minimum download speeds of 100 Mbps and minimum upload speeds of 25 Mbps, measured at your computer by www.speedtest.net. Your connection must support uninterrupted high-quality Zoom calls and cloud-based work.

External Display: At least one external 27" or larger monitor with 1080p or higher resolution. Two external displays are strongly recommended.

Attributes

* You take pride in our work and consistently deliver an outstanding client experience.

* You are proactive in anticipating and resolving questions, requests, and challenges.

* You are naturally curious, embrace technology, and are committed to learning.

* You enjoy smart problem-solving - can you figure things out if you look hard enough, but also know when not to reinvent the wheel and ask for help?

* You notice the little details and are obsessed with organization.

* You have the discipline, maturity, and emotional intelligence to work remotely and independently.

* You are comfortable working as part of a diverse team, including team members from diverse backgrounds and international locations.

* You are effective at leading and teaching team members.

* You are comfortable interacting with clients and maintain a positive, can-do attitude.

* You are willing to delve into the details and take the necessary steps to ensure that the Matcha team delivers.

Responsibilities

Service delivery team management and hands-on execution, including:

* General Ledger maintenance and bookkeeping

* Manage full-cycle month-end close and reporting, including account reconciliations

* Produce complete, accurate, and timely financial statements for our clients

* Process payroll and book payroll entries accurately and promptly

* Invoice customers and follow up on customer payments

* Ensure all bills are accurately coded in the payables software and synced to QBO

* Assist in the development and maintenance of cash flow models and financial forecasts

* Assist with the onboarding of new clients and develop core accounting processes to satisfy their accounting needs at their current and future business lifecycle

* Support compliance with federal, state, and local requirements and assist with new state registrations

* Identify, propose, and implement opportunities to improve workflow productivity

Skills & Qualifications

* 10+ years of directly relevant accounting experience, of which at least the last 5+ years with DIGITAL (!) technology startups

* Ideally, a strong working knowledge of QuickBooks Online and US apps like Gusto and Ramp, but not required. Experience with equivalent Canadian apps is fine.

* Proficient with Google Workspace, including Google Docs/Sheets, and ideally also Slack

* Able to learn new software and procedures quickly and apply appropriate solutions to improve efficiencies

* Ability to prioritize and manage time to meet deadlines

* Strong organizational skills and attention to detail

* Strong written and verbal communication skills

* Strong team management skills

* Proven ability to build repeatable processes and document procedures

* Bachelor’s degree in accounting

* CPA/ACCA/Chartered Accountant qualification required

(active or inactive)