Senior Associate, CFO and Controllership

Senior Associate, Corporate Advisory

THE ROLE:

This is a high visibility role where you will represent Exbo Group’s Finance Corporate Advisory function and lead client engagements. This candidate will collaborate with startup and growth-stage company management to provide high quality and strategic guidance to help grow their businesses. You will function as a VP of Finance or CFO, instrumental to the operational and financial leadership within these companies.

ABOUT:

Exbo Group is looking for an exceptional individual to join our growing Corporate Advisory (CA) team. In addition to providing finance and accounting support to our clients, this individual will serve as the main engagement lead between Exbo Group and our clients. This team ensures that the entire Exbo product suite (CFO, Controllership, Tax) functions cohesively to provide the highest value to our clients. Our diverse array of clients (SaaS, CPG, Professional Services, etc.) range from early-stage startups to established businesses with one shared interest – accelerated growth. As a Senior Associate, you will play a crucial role by establishing yourself as the quarterback for our suite of services and a trusted advisor.

The ideal candidate has both a strong financial background and understands how to provide a superior level of client service throughout an engagement. They understand how to manage and drive a project to completion without extensive input from management. This individual can leverage a range of technical and soft skills to drive exceptional client outcomes and a collaborative internal environment that fosters team growth. They embrace ambiguity, are meticulous about details, and consistently perform above expectations. We value team members who are hungry and looking to join an engaging and passionate group of coworkers.

Growth-stage businesses change rapidly and require constant advisory in a shifting landscape. This role requires a deep interest in learning the language, key metrics, and nuance associated with businesses that are trying to scale their growth and operations while achieving key financial targets. On the technical side, this individual will maintain responsibility for the buildout of a full-scale financial model, analysis of key metrics, ongoing monthly accounting close processes, and development of financial reports. In addition, this individual will advise clients on fundraising support, cash management & board reporting activities.

WHAT YOU’LL DO:

• Work directly with CEOs and founders to build and manage all aspects of the finance department. Manage internal and external teams to run a premier finance function that consistently produces key outputs for company executives, investors, and stakeholders
• Provide high quality output for startups’ strategic finance needs (cash management support, budgeting & forecasting, metrics tracking, investor relations and growth support). Interface with client leadership to understand and execute on their financial goals
• Manage the build out/refinement of full-scale financial models that will be the key source of information to drive client financial decision making
• Answer ad-hoc requests that provide insight around product-market fit, scalability, growth, fundraising, and unit economics
• Assess and advise on financial operations, ensuring accurate reporting while crafting detailed manuals and process documentation, which will serve as pivotal for the expansion of our clients' operations
• Oversee, review, and dive deep into the accounting close. Understand key journal entries that needed around balance sheet accruals prepaids, deferred revenue, monthly payroll entries
• Spearhead the onboarding process for new clients, serving as a continuous source of guidance and support throughout the entirety of their journey with Exbo Group.
• Utilize project management software to orchestrate interconnected initiatives, ensuring client progression such as transitioning operations to platforms like NetSuite.
• As you achieve success and your client portfolio expands, we will enhance your team by bringing on junior analysts, enabling you to delegate operational tasks and focus on high-level strategic advisories

KEY QUALIFICATIONS:

• Have 5 years of relevant experience in Financial Planning & Analysis, financial analysis, progressive finance and strategy or another highly analytical role
• Preferable past experience includes a combination of finance and accounting roles (example: early growth startup, public accounting, internal finance function, strategic growth, etc.)
• Excellent executive presence. Must be able to present key concepts in front of clients succinctly and with confidence
• Ability to quickly build trust with team members, cross-functional groups and entrepreneurs
• Ability to understand complex business concepts and craft tailored digestible solutions
• Strong critical thinking skills, including the ability to identify suboptimal internal processes
• Proficient in GAAP and fundamental accounting principles.
• Excellent time management skills, ability to prioritize, multitask and deal with ambiguity
• Enjoy working with and advising a diverse group of startup companies
• CPA Preferred

WORK MODEL

This is a full-time position that starts immediately. We maintain a hybrid and flexible model that balances remote work with in-person collaboration from our New York City office.

ABOUT EXBO GROUP

Exbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400M New York based venture capital fund. The fund’s portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial experience to scale. The companies needed a way to offload the complex administrative and strategic burden of running a finance department and interfacing with their investors. After providing accounting and financial assistance for a firm’s successful $10M Series A raise, several other funds and firms began to seek out Exbo Group's assistance. Our team has grown substantially and now provides high-touch accounting finance advisory and transaction services support to growth-stage companies and middle-market financial sponsors nationwide from our New York headquarters.

WORKING AT EXBO GROUP

Exbo Group has four core values that will inform your experience working here:

People are Paramount: Our people are the most important asset we have, and once great people are found, we give them trust and autonomy to be the CEO of their role. We want to empower people with information rather than limit them with process.

Customer Obsession: Our customers are our lifeblood. We built our business to facilitate their growth and provide financial support in the areas they need most. We work vigorously to earn and keep customer trust and build a long-term relationship.

High Standards: We deliver a premium service to our customers and in return they expect nothing but excellence. When problems inevitably pop up, they are addressed and fixed immediately. Our relentless focus is on maintaining a high bar for our work so that we can keep customers happy.

Positive Energy: We know positivity and optimism benefit our work, and we harness positive energy as a vehicle towards greater awareness, growth, and collaboration. We believe in cultivating positive relationships within our team and with our customers to make our workplace a fun and inclusive environment to be a part of.

Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.