Finance Lead – Remote

Our client is a new start-up with a bold vision: combining smart M&A strategies with cutting-edge AI solutions. They are building their first core team — a small group of intrapreneurs who want agency, ownership and the chance to shape systems from the ground up. This start-up is People-First. The mission is ambitious: to scale across North American SMBs through strategic acquisitions in insurance & healthcare. They are committed to creating thoughtful automations that reduce noise so that people can focus on what matters most: customer wins.

THE ROLE

Our client is looking for an Accounting Manager who will become the foundational finance lead in this growing start-up. This is a high-impact role where you will establish robust, scalable accounting processes and play a critical part in shaping how the company manages financials through acquisitions and rapid growth.

WHAT YOU'LL DO

• Core Accounting & Process Development 70%
  • Own the full-cycle accounting, including A/R, A/P, payroll entries, and monthly close for PEQ and any related entities.
  • Develop and document the foundational "Financial Hub Playbook" for pre & post-acquisition integration, focusing on data extraction, quality assurance, and initial dashboard setups.
  • Establish SOPs, train and manage the external team of 2-3 accounting contractors/bookkeepers, ensuring timely and accurate day-to-day transaction processing and GL maintenance.
• Budgeting & Strategy 20%
  • Coordinate the annual budget and develop rolling forecasts that anticipate integration risks.
  • Assist with the financial integration of all acquired entities, including the merging of accounting systems, standardization of financial reporting policies, and alignment of cost structures.
• Other Duties 10%
  • Act as a Financial Thought-Partner: Working with the executive team, share your financial acumen perspective and insight when required to guide strategic decisions better.
  • Documentation: SOPs, How Tos, and updating is key to our success.

WHAT YOU OFFER

• Professional Accounting Designation is a must (CPA, CA, CMA, or equivalent in the U.S. or Canada).
• Progressive Experience: 5 years of progressive experience in accounting or finance, with at least 2 years of hands-on, full cycle accounting.
• Cost Accounting: Demonstrable experience with non-traditional Cost Accounting principles is a strong asset.
• Technology Acumen: Knowledge & expertise of accounting software (Ex.: Quickbooks Online and XERO), Accounting Add-on Software (Liveflow, etc.) ERP systems a plus (Ex.: Netsuite, Intacct) & other Corporate software (Ex.: Microsoft Suite, Excel/Google Sheets, Slack, Notion, Linear).
• Language: Fluency in English is a must.
• A Sense of Grit & Entrepreneurial Spirit is a Must: This is a start-up environment, which means we will face bumps in the road.
• Industry Expertise: Direct financial or accounting experience in Insurance or Healthcare, demonstrating familiarity with industry-specific regulations and reporting standards, is a strong plus.
• A sense for documentation.

WHAT WE OFFER

• Base Salary + Performance Bonus Structure.
• 4 weeks PTO.
• Home Office Stipend.
• Wellness, Performance Coaching & Education Allowance.
• Remote first company + Co-work space allowance.
• Ability to get in on a start-up at the ground floor and build something!