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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in month-end close processes, revenue recognition, and financial reporting, with strong modeling skills in Excel and experience in professional services or SaaS environments. Proficient in managing multi-country compliance and maintaining audit-ready financial records.
Highest-signal resume keywords
Month-End Close OwnershipRevenue RecognitionFinancial Modeling in ExcelMulti-Country ComplianceExperience in Professional Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
GAAPRevenue Recognition for Service BusinessesFinancial ReportingBudgetingVariance AnalysisGross Margin TrackingEBITDA Performance AnalysisClient Profitability ReportingMulti-Entity AccountingMulti-Currency Accounting
Soft Skills
Strong English Communication Skills
Tools & Technologies
ExcelGoogle SheetsNetSuiteHarvestAI Tools
Industry Keywords
AccountingFP&AProfessional ServicesAgenciesSaaS
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own the month-end close, including revenue recognition, accruals, prepaids, reconciliations, and the close calendar
- Manage recurring, project, and variable revenue, including mid-month starts, churn, offering swaps, and prorations
- Manage the accountant and oversee AP, AR, payroll entries, and multi-country compliance across the US, Canada, Mexico, and UK
- Maintain clean, documented, audit-ready books with strong internal controls and reconciliations
- Oversee billing accuracy and collections in partnership with account teams
- Maintain monthly client and divisional P&Ls, allocating staff costs from time-tracking data, direct COGS, and overhead
- Track gross margin and EBITDA performance, flagging and explaining variances
- Assist the Head of Finance with budgeting, rolling forecasts, and variance analysis
- Present monthly results with a clear point of view
- Support pricing and capacity planning by modeling new-client economics, hiring timing, and utilization
- Report on revenue KPIs including NRR, churn, expansion, and revenue per head
- Automate and improve reporting
- Serve as the Head of Finance’s right hand and help shape pricing, staffing, and growth decisions
Requirements
What you’ll need- 7+ years in accounting and/or FP&A
- Hands-on month-end close ownership under GAAP
- Experience with revenue recognition for service businesses
- Strong modeling skills in Excel / Google Sheets, including SUMIFS, lookups, and driver-based models
- Experience in professional services, agencies, or SaaS
- Familiarity with NetSuite or a similar ERP is a plus
- Familiarity with time-tracking tools such as Harvest is a plus
- Strong English communication skills
- Established and current work authorization in Mexico without sponsorship
- Permanent residence in Mexico
- Reliable internet access
- Ability to operate a laptop, software platforms, and office productivity tools
- Ability to remain stationary for extended periods and observe and interpret written and verbal communication
- Multi-entity or multi-currency accounting experience is a nice to have
- Experience building client or project profitability reporting is a nice to have
- Comfort using AI tools to speed up analysis and reporting is a nice to have
Benefits
Comp & perks- Medical, dental, vision, disability, and life insurance coverage for you and your family
- 100% employer-paid plan for you and 50% employer contribution for dependents in the US, Canada, and Mexico
- Access to certified therapists through Spring Health
- Headspace membership
- Physical therapy through Omada
- Thousands of Aaptiv virtual workouts
- Complimentary One Medical membership for primary and virtual care
- Unlimited PTO with a 2-week minimum
- Paid company holidays
- Birthday off
- End-of-Year Recharge from December 24 to January 1
- Paid parental leave
- Traditional and Roth 401(k) with a 3% company match
- Annual bonus based on tenure
- Annual company-wide retreat
- Remote work from a home office
- Laptop computer, with PC or Mac available
