What are the responsibilities and job description for the Senior Finance Strategist position at York IE?
Senior Finance Strategist at York IE
Location: Manchester, NH USA
York IE™ is a vertically integrated strategic growth and investment firm helping reshape the way companies are built, scaled and monetized. Through Fuel™, its SaaS platform, hands-on advisory services and selective early stage B2B SaaS investments, York IE supports ambitious entrepreneurs, operators and investors on their quest to scale startups and disrupt markets.
About the Role
York IE’s Finance Advisory team partners with growth-stage companies to bring clarity, consistency, and strategic insight to their financial operations. We act as an extension of our clients’ teams, helping them scale confidently through better financial management.
We’re looking for a motivated individual to lead this work across a portfolio of clients. This person will oversee an international team of bookkeepers and accountants, ensuring each client’s financials are accurate, timely, and actionable. You’ll provide controller-level oversight, implement process improvements, and develop team capabilities, all while maintaining a client-first mindset.
You’ll also play a key role in shaping how we deliver our services—leveraging technology, automation, and AI to drive efficiency and scalability as we grow.
What You’ll Do
Client and Financial Oversight
- Serve as Controller across a portfolio of Finance Advisory clients, ensuring accurate, GAAP-compliant financial statements and supporting data.
- Review monthly close deliverables—journal entries, reconciliations, and financial reports—prepared by your team.
- Analyze financial results to identify trends, risks, and opportunities; provide clients with meaningful, actionable insights.
- Support client budgeting, forecasting, and cash management processes.
- Maintain a proactive cadence of communication to ensure clients feel supported and informed.
Team Leadership and Development
- Manage and mentor an international team of bookkeepers and accountants.
- Oversee daily operations, workload planning, and quality control across client accounts.
- Build scalable systems and processes that create consistency and improve service delivery.
- Recruit, train, and develop team members as the client portfolio grows.
- Promote a culture of accountability, learning, and collaboration.
Process, Systems, and Technology
- Lead initiatives to streamline and automate financial operations through process improvement and technology adoption.
- Evaluate and implement tools—including AI solutions—to enhance efficiency, accuracy, and reporting capabilities.
- Partner with leadership to document and standardize workflows across the Finance Advisory function.
Client Relationship Management
- Act as a trusted financial partner to founders and executives of growth-stage companies.
- Support the scoping and account management of new and existing client engagements.
- Build strong relationships, anticipate needs, and ensure a high level of client satisfaction.
- Represent York IE’s Finance Advisory team with professionalism and care—delivering the level of service and insight that drives client confidence and long-term partnerships.
What You Bring
- Bachelor’s degree in Accounting, Finance, or related field; CPA license is a plus.
- 4 years of progressive accounting experience, with at least 2 years in a Controller or senior accounting leadership role.
- Experience managing distributed or international teams.
- Strong understanding of finance systems (e.g., QuickBooks, Stripe, Ramp) and reporting tools.
- Proven ability to manage multiple client relationships and priorities simultaneously.
- Excellent analytical, organizational, and communication skills.
- Interest and experience in technology, automation, and AI-driven financial operations.
Who You Are
- You’re a hands-on leader who enjoys both mentoring a team and diving into the details.
- You’re energized by building processes that scale and teams that grow.
- You care deeply about client service and take pride in delivering quality, timely, and insightful financial information.
- You’re curious and forward-thinking—excited by the ways technology and automation can enhance finance operations.
- You thrive in an entrepreneurial environment where every day brings new challenges and opportunities to make an impact.
York IE is an equal opportunity employer and welcomes candidates from diverse backgrounds. If you're passionate about helping clients achieve their product goals and are looking for a challenging and rewarding role, we encourage you to apply for this position.