Looking for a fast-paced, dynamic career within an organization that works as a team?
Culture drives us. Our team defines us.
Stage 1 Financial was founded on the beliefs of family and teamwork. We operate as a collective group where everyone’s input is needed, valued, and respected. Stage 1 is continually growing, and so are our people. With four office locations and many remote workers, regular team meetings to shout out our company’s, clients’ and teams’ accomplishments keep us in tune with each other.
We’re not the typical 9-to-5, same thing day-in and day-out kind of financial firm. We are passionate about startups and it’s the world we live in. If you want to always be learning and growing, want the opportunity to work on lots of different, exciting brands, and want the chance to improve and grow, then this is the perfect place for you.
Interested in joining our team but don’t see a position that’s right for you? Send us your resume anyway! We’re always hiring for the right fit.
Positions we’re always looking to fill:
It may not be today or even this month, but with our rapidly growing team, we’re always accepting resumes. We hire for the right fit, and it could be you!
(all positions are open for remote work)
Open Positions
Role:
Stage 1 Financial LLC is the premier financial services firm and VC for high growth exciting consumer brands. We are female-founded and a remote-first environment with a belief in human autonomy in the workplace.
As an Accounting Manager at Stage 1 Financial you will be responsible for providing industry-leading client service and initiative delivery alongside our highly skilled team members.
We value team members who are energized by working in a high-performance culture, work well within a diverse team, are passionate about growing and scaling startup businesses, and can develop structure and logic in a dynamic and fast-changing client environment.
Management & Leadership Responsibilities:
- Lead a team through the onboarding of new clients and completion of legacy clients the firm
- Successfully operate across different departments and functions within Stage 1
- Can clearly communicate planning, progress, and opportunities to management and the Executive team
- Assess client processes and procedures and develop an integration and optimization plan according to our internally developed SOPs
- Scope, plan, and deliver Special Projects including Accounting Cleanups, Client Process Development, and Client Systems Implementations.
- Document Workflows, Standard Operating Procedures, Working Papers, and develop training sessions and documentation for use by Client Management teams
- Lead a group of individuals at varying levels within the team. This includes delegation of tasks and deliverables, as well as ongoing mentorship and development of team members.
Client Services Responsibilities:
- Deliver industry-leading client service during the onboarding of new clients and ongoing support for legacy clients
- Identify and address optimization opportunities for clients
- Be the client champion and representative to the internal Stage 1 teams throughout the onboarding process
- Become a trusted advisor to clients during their onboarding and ongoing engagement with Stage 1. Provide client support and develop documentation as required for ongoing client service teams.
Requirements:
- Outstanding customer service and communication skills required
- Experience as Senior Accountant and/or Accounting Manager specifically leading a team in some capacity required
- Experience in month end close, reporting required
- Experience with financial modeling and other FP&A functions preferred.
- Consumer Goods and/or Multi-Unit/Franchise experience preferred
- Early stage growth company/ start-up experience preferred
- Mergers & Acquisitions, and especially Merger Integration experience preferred
- Bachelors Degree in Finance or Accounting required
- MBA and/CPA preferred
- Total accounting experience in years (5) & total mgmt. in years (1 year minimum)
- Experience with reporting according to GAAP standards required
- Experience with working with external auditors CPA firms for due diligence, or other attestation exams preferred
More About Stage 1 Financial
Stage 1 Financial LLC is pioneering the rise of a new industry, fully outsourcing the operational finance and accounting services for fast-growing brands. We have experienced explosive growth in the past several years, currently working with over a hundred of the fastest-growing brands in the country. Some current and past clients include Herbivore Botanicals, Lemon Perfect Beverage, Freck Beauty, Final Mouse, Miyokos Creamery, and The Beard Club.
We offer a competitive base salary, bonus, 15 days PTO per year for your first 3 years & 20 days per year after 4 years, CPA-eligible hours, advanced schooling flexibility, CPE/CLE eligible hours, plus extremely competitive benefits including health, dental, vision, 401k plus more.
Role:
As a Controller for Stage 1 Financial, you will be responsible for providing excellent client service as well as coordinating with our team of CPAs and MBAs to deliver end-to-end accounting and financial services. You will be responsible for the full accounting and financial services provided to our clients, which includes providing strategic financial support to clients.
We are looking for an individual who likes to work in a high-performance culture, is passionate about startups, works well within a team, and thrives in a fast-changing environment.
Management & Leadership Responsibilities:
- Provide strategic financial guidance and operational support to our client owners and senior leadership team.
- Manage a steady client base and attend regular face-to-face meetings with the client, reviewing current and future needs.
- Implementation and onboarding of new clients, performing integration processes and getting Stage 1 fully integrated efficiently and effectively.
- Collaborate and coach staff consisting of Accounting Managers, Finance Managers, and Staff.
- Review recurring and project-based client work before reporting the documents to the client.
- Analyze client internal financial operations and activities and locate areas of improvement.
Client Services Responsibilities:
- Build and maintain a portfolio of clients with the support of Accounting Managers, Finance Managers, and Staff Accountants
- Oversee the month-end close and review the work product of the Accounting Managers.
- Oversee the financial analysis, modeling, and benchmarks for each client.
- Provide oversight in treasury management, cash flow, and spending.
- Oversee compliance issues such as insurance, tax compliance, and industry-specific compliance requirements.
- Perform due diligence process for fundraising activities.
- Provide client support through annual or quarterly audits.
Requirements:
- Previous professional services experience as a controller or accounting manager required
- Multi-Unit or Franchise experience preferred
- Previous early-stage growth company/ start-up experience
- Experience in month-end close, regular reporting requirements, and financial modeling.
- Ability to be flexible and highly responsive to client needs and requests
- Excellent customer service and communication skills
- Experience leading a team required
Compensation:
We offer a competitive base salary, bonus, 15 days PTO per year for your first 3 years & 20 days per year after 4 years, CPA-eligible hours, advanced schooling flexibility, CPE/CLE eligible hours, plus extremely competitive benefits including health, dental, vision, 401k plus more.
Role:
As a Senior Accountant for Stage 1 Financial, you will be responsible for driving the recurring monthly processes for our largest clients, including responsibility for timely and accurate issuance of weekly / monthly accounting and reporting processes. Further, this individual will be the key contact responsible for maintaining client relationships and partnering to develop the company’s accounting and finance infrastructure.
Job Responsibilities:
- Accounting execution and management for fast-paced clients including bank reconciliations, merchant processing reconciliations, coding transactions, payroll reconciliations, inventory reconciliations, etc.
- Transaction management and reconciliation between multiple systems
- Communicate efficiently and effectively with the client regarding accounting
- Cost accounting and margin analysis
- Working capital transaction management
- Support different elements of the month-end close and reporting processes
- Work with our Project Management Office in cleanup projects, implementation, and accounting process development
- Labor reporting and accounting
- Other balance sheet reconciliation processes
- Ad hoc project support
Requirements:
- Accounting degree required
- 3+ Years of Quickbooks Experience
- 3-6 years of Accounting experience
- D2C experience preferred
- Netsuite experience preferred
- Strong verbal and written communication skills.
- Time Management: The ability to organize and manage multiple priorities.
- 3+ Years of Experience in Excel
- Strong customer service skills/background.
- Must exude courtesy, politeness, and patience
Compensation:
Competitive base salary, bonus, 15 days PTO for your first 3 years & 20 days after 4 years, CPA eligible hours, advanced schooling flexibility, plus extremely competitive benefits including health, dental, vision, 401k plus more.
Role:
We are looking for an Onboarding Project Manager (Accounting experience required) for a 4 month engagement, to take ownership of our onboarding experience and execute while our Head of Onboarding Operations is on leave. This is an opportunity to gain extensive hands-on experience and exposure to a variety of up-and-coming CPG brands. Acting as a project manager and liaison, you will be working directly with our clients and accounting teams to ensure a seamless onboarding experience.
You Are:
- Engaged with clients and strive to actively listen to understand the client’s business environment and can translate those activities to the accounting team.
- Confident in your ability to function independently of significant management oversight on a variety of projects. In this role, you will need to have an understanding of accounting concepts, including proper revenue recognition, bank reconciliation, cost accounting, basic accruals, depreciation (tax), A/R & A/P concepts, and be able to use a variety of accounting software products.
- A master of prioritizing workload, confident, and capable of meeting multiple predetermined deadlines.
- Enjoy being a team player and are motivated to work in a remote fast-paced environment.
In this role you will:
- Provide strategic financial guidance and operational support to our client owners and senior leadership team.
- Act as the primary point of contact for clients’ accounting questions and needs during the onboarding phase.
- Oversee the successful progression of the new client onboarding process — from the time a client signs to the time they transition to a steady-state relationship
- Listen, ask questions, and dialogue with clients to gain a deep understanding of their needs, business model, and key team members.
- Have daily communication with clients on open questions, open projects, and financial reporting.
- Actively communicate with clients during the onboarding phase and ensure their questions are answered and needs met, with fast turnaround response times.
Qualifications:
- Bachelor’s Degree in Accounting, Finance or a related field preferred
- 3+ Years of previous customer service or sales experience, with a focus on managing client expectations, and have managed multiple projects with competing deadlines
- 2+ Years of Project Management experience (PMP certification preferred but not required)
- Extensive POS / Payment processing experience with either Shopify, Amazon, PayPal, Stripe, Square, AfterPay, or WooCommerce
- CPG Experience preferred
- QBO, QBE, NetSuite proficiency
- Proficient with Microsoft Office Products (Word, Excel, Teams, Outlook)
- Technologically savvy, demonstrating the ability to adapt to ever-changing technologies and learn the functionality of new equipment and systems
Equal opportunity employer – Stage 1 is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Benefits
Competitive base salary, bonus, generous PTO, CPA eligible hours, advanced schooling flexibility, plus extremely competitive benefits including health, dental, vision, 401k.
Our offices are fun-loving and hard-working. We promote from within and offer a great place to find personal and professional growth. If it’s your dream to become a CFO this is the place for you.
We also offer the flexibility of remote working for all positions.