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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in overseeing finance and operations, including sales forecasting, investment-capital budgeting, and cash management. Proficient in developing financial models, budgets, and performance monitoring tools while fostering a growth-oriented environment.
Highest-signal resume keywords
Financial ManagementSales ForecastingCash ManagementHubSpot DashboardsOperational Efficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payroll ManagementInvoicingAccounts ReceivableAccounts PayableBookkeepingFinancial ReportingBudgetingFinancial ModelingCash ForecastingPerformance Monitoring
Soft Skills
LeadershipProblem SolvingCollaborationAccountabilityGrowth Orientation
Tools & Technologies
HubSpot
Industry Keywords
Operations ManagementFinanceInvestment-Capital BudgetingPerformance Review CycleEmployee Onboarding
About the role
Key responsibilities & impact- Support the strategy and vision established by the CEO across operations and finance
- Oversee operations and finance, partnering with the CEO and External Finance Consultant on sales forecasting and investment-capital budgeting
- Manage payroll for full-time employees and Offshore Team members
- Manage invoicing, accounts receivable, accounts payable, and cash
- Develop and maintain a weekly cash forecast on a rolling 12-month cycle with the External Financial Consultant
- Solve operational complexity and build business efficiencies
- Manage the Director, Operations and Company Wide Administrator, a full-time contract employee
- Manage expenses to achieve growth and profitability targets
- Develop financial-management tools and organizational visibility for department management and tracking
- Monitor performance using HubSpot dashboards and prepare detailed updates and forecasts
- Translate leadership-team vision into business cases and financial models
- Oversee month-end, quarterly-close, and bookkeeping functions
- Foster a growth-oriented, encouraging environment while maintaining accountability to company policies, procedures, and performance standards
- Provide operational support and analysis to leaders
- Partner on annual budgeting, department-level and company-wide budgets, forecasting, and weekly/monthly/quarterly/annual financial reports
- Manage onboarding, hiring, and offboarding of new Knack employees
- Manage the annual performance-review cycle and company-wide completion of mandatory training
Requirements
What you’ll need- Experience requirements are not specified in the posting
- Ability to support CEO-established strategy and vision across operations and finance
- Ability to oversee finance and operations, including sales forecasting and investment-capital budgeting
- Experience managing payroll for full-time employees and offshore team members
- Knowledge of invoicing, accounts receivable, accounts payable, cash management, bookkeeping, and financial close processes
- Ability to develop and maintain rolling 12-month cash forecasts
- Ability to solve operational complexity and build business efficiencies
- Experience managing operational staff and contract employees
- Ability to manage expenses and provide financial-management tools and visibility
- Experience with HubSpot dashboards and performance monitoring
- Ability to develop business cases, financial models, budgets, forecasts, and financial reports
- Experience with onboarding, hiring, and offboarding employees
- Ability to manage annual performance-review cycles and mandatory company training completion
