Finance Manager

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Take ownership of the month-end closing process, which includes revenue recognition, accruals, prepaids, reconciliations, and managing the closing calendar.

• Oversee recurring, project-based, and variable revenue streams, taking into account mid-month starts, churn, offering swaps, and prorations.

• Supervise the accounting team and manage accounts payable (AP), accounts receivable (AR), payroll entries, and ensure compliance across multiple countries, including the US, Canada, Mexico, and the UK.

• Maintain organized, documented, and audit-ready financial records with robust internal controls and reconciliations.

• Ensure accuracy in billing and collections in collaboration with account management teams.

• Manage monthly client and divisional profit and loss statements (P&Ls), allocating personnel costs from time-tracking data along with direct costs of goods sold (COGS) and overhead.

• Monitor gross margin and EBITDA performance, identifying and explaining any variances.

• Assist the Head of Finance with budgeting, rolling forecasts, and variance analysis.

• Deliver monthly financial results with a clear perspective.

• Aid in pricing and capacity planning by modeling new-client economics, hiring timelines, and resource utilization.

• Report on revenue key performance indicators (KPIs) such as net revenue retention (NRR), churn, expansion, and revenue per employee.

• Enhance reporting processes through automation and improvements.

• Act as the right-hand individual to the Head of Finance, contributing to pricing, staffing, and growth strategy decisions.

⛳️ Requirements

• 7+ years of experience in accounting and/or financial planning and analysis (FP&A).

• Proven hands-on ownership of month-end closing processes in accordance with GAAP.

• Knowledge of revenue recognition principles applicable to service-oriented businesses.

• Advanced modeling capabilities in Excel / Google Sheets, including proficiency with SUMIFS, lookups, and driver-based financial models.

• Experience within professional services, agencies, or SaaS environments.

• Familiarity with NetSuite or similar ERP systems is advantageous.

• Experience with time-tracking tools such as Harvest is a plus.

• Excellent communication skills in English.

• Established and current work authorization in Mexico without the need for sponsorship.

• Permanent residency in Mexico.

• Reliable access to the internet.

• Capability to operate a laptop, software platforms, and general office productivity tools.

• Ability to remain seated for extended periods while interpreting written and verbal communications.

• Experience in multi-entity or multi-currency accounting is beneficial.

• Experience in creating client or project profitability reports is a bonus.

• Familiarity with AI tools to expedite analysis and reporting is a bonus.

🏝️ Benefits

• Comprehensive medical, dental, vision, disability, and life insurance coverage for you and your family.

• 100% employer-paid insurance plan for you and a 50% employer contribution for dependents in the US, Canada, and Mexico.

• Access to certified therapists through Spring Health.

• Membership to Headspace.

• Physical therapy services through Omada.

• Thousands of virtual workouts available through Aaptiv.

• Complimentary One Medical membership for primary and virtual healthcare.

• Unlimited paid time off (PTO) with a minimum requirement of 2 weeks.

• Paid company holidays.

• A day off for your birthday.

• End-of-Year Recharge from December 24 to January 1.

• Paid parental leave.

• Traditional and Roth 401(k) plans with a 3% company match.

• Annual bonus based on tenure.

• Annual company-wide retreat.

• Opportunity to work remotely from a home office.

• Provision of a laptop computer, with options for PC or Mac.