Finance Leader - Fintech

About the Company
Our client is building the next generation of credit and banking products designed to support working individuals. Their platform enables employers to offer a customized financial benefits solution under their own brand, selecting from a range of financial products that best serve their employees.

The Role
We are seeking the first in-house financial professional to support their expansion to 100,000+ end users in 2025 and beyond. As a key member of their small but dynamic Finance team, this individual will play a critical role in building a company that provides a reliable alternative to high-cost credit and banking products typically available to working individuals. This is a remote role that reports to the CFO.

Key Responsibilities

• Oversee daily accounting operations within a fintech environment, including general ledger management, accounts payable and receivable, expense management, payroll, and tax compliance.

• Develop and maintain reconciliation processes by analyzing bank statements, processor data, and internal reports.

• Manage the monthly close process, including financial statement preparation and budget vs. actuals analysis.

• Lead financial audits with external auditors, ensuring accurate and timely completion of all audit deliverables.

• Collaborate with internal and external stakeholders to determine appropriate accounting treatment for new products and features.

• Oversee corporate liquidity and manage the daily operations of the company’s asset-backed credit facility.

• Identify opportunities for process automation and leverage technology to streamline accounting functions.

What We’re Looking For

• 5+ years of accounting experience with increasing responsibility, ideally with a blend of public and corporate accounting experience.

• Experience in financial services, particularly managing and reconciling product-related account balances with customer accounts.

• Strong knowledge of US GAAP, revenue recognition principles, and financial reporting standards.

• Proficiency in accounting software platforms commonly used in scaling businesses (e.g., QuickBooks Online, NetSuite).

• A strong drive to improve operational efficiency and automate recurring processes through technology, with the ability to collaborate effectively with product and engineering teams.

• Adaptability to thrive in an early-stage, unstructured environment and a willingness to take on diverse responsibilities.

• Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred).

For more information, please contact:
tim@corporate.bc.ca