
Finance Lead
2 days ago
We need a Finance Operations Lead who can own the day-to-day financial operations at Pearl. You'll ensure our financial records are accurate, our invoices and payments are on track, and our leadership team has the reporting they need to make sharp, fast decisions. You'll work closely with our operations and leadership teams to keep our books clean, cash flow healthy, and compliance up to date.
This role is perfect for someone who's detail-obsessed, thrives on creating order in numbers, and wants to play a key part in scaling a fast-growing startup.
Role OverviewThe Finance Associate will be responsible for handling financial recordkeeping, reconciliations, invoicing, and reporting. They will also play a critical role in optimizing finance processes, identifying efficiencies, and ensuring compliance with relevant tax and reporting requirements.
RequirementsAccounting & Bookkeeping
- Maintain accurate financial records in accounting software (e.g., QuickBooks, Xero, or similar).
- Record all transactions in a timely manner, ensuring correct categorization and supporting documentation.
- Reconcile bank, payment platform, and credit card statements monthly.
- Prepare and send client invoices, ensuring accuracy and timely delivery.
- Track accounts receivable and follow up with clients on outstanding balances.
- Process accounts payable, including vendor bills and contractor payments.
- Prepare monthly financial reports, including P&L statements, cash flow summaries, and expense breakdowns.
- Support leadership with ad-hoc financial analysis and data pulls.
- Assist in preparing quarterly and annual financial reports for internal and external stakeholders.
- Support the development and tracking of budgets for departments and company-wide.
- Monitor actual performance against budget and flag variances for review.
- Maintain organized financial records to support audits or tax filings.
- Support the preparation of documentation for tax accountants or legal requirements.
- Ensure proper handling of international payments and currency conversions where applicable.
- Identify inefficiencies in financial workflows and suggest/implement improvements.
- Help standardize templates, reports, and recordkeeping practices.
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