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. Regular team meetings to shout out our company’s, clients’ and teams’ accomplishments keep us in-tune with each other – high fives are a well-honed skill in our offices.
Sure, we have great benefits, a laidback culture, and often gather for happy hour after a long week. But the rewards of working here go way past our perks. We pep up with coffee every day to do stellar work for our amazing clients—to push for more efficient ideas and grow our talents. We want the best and brightest, but also someone who is genuinely down to earth and willing to grow. And probably a dog loving, outdoor enthusiast. Sound like 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!
Anaheim
Role
As a Staff 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 with maintaining client relationships and partnering to develop the companies accounting and finance infrastructure.
As a Staff 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 with maintaining client relationships and partnering to develop the companies accounting and finance infrastructure.
Job Responsibilities:
Standard GL work for fast paced clients including bank reconciliations, merchant processing reconciliations, coding transactions, payroll reconciliations, inventory reconciliations, etc.
- Basic cost accounting and margin analysis
- Data entry and reconciliation between multiple systems
- Communicate efficiently and effectively with client regarding accounting
- Support the AP/AR process and procedures
- Support different elements of the month end close and reporting processes
- Labor reporting and accounting
- Other balance sheet reconciliation processes
- Ad hoc project support
Requirements
- Degree in accounting
- Strong verbal and written communication skills.
- Time Management: The ability to organize and manage multiple priorities
- Experience in Excel preferred
- Strong customer service skills/background
- Must exude courtesy, politeness, and patience
- Must be team orientated
- Must be detail orientated
Role
As a Staff Cost Accountant for Stage 1 Financial, you will be responsible for creating, reviewing and supporting the cost accounting infrastructure of the organization. This individual will be an internal and external resource for cost accounting support across our entire organization. Further, this individual will need to be collaborative, informative, and supportive in a variety of client relationships and business stages.
As a Staff Cost Accountant for Stage 1 Financial, you will be responsible for creating, reviewing and supporting the cost accounting infrastructure of the organization. This individual will be an internal and external resource for cost accounting support across our entire organization. Further, this individual will need to be collaborative, informative, and supportive in a variety of client relationships and business stages.
Job Responsibilities:
- Planning, studying, and collecting data to determine costs of business activity such as raw material purchases, inventory, and labor
- Analyzing data collected, recording results, reconciling inventories, and maintaining cost accounting system
- Analyzing changes in product design, raw materials, manufacturing methods or services provide, to determine effects on cost
- Preparing periodic reports
- Making estimates of new and proposed product costs
Requirements
- Degree in accounting
- 7-10 years of cost accounting experience
- Strong verbal and written communication skills
- Time Management: The ability to organize and manage multiple priorities
- Experience in QB, ERP, and inventory management systems preferred
- Brand Consumer Experience preferred
- Strong customer service skills/background
- Must exude courtesy, politeness, and patience
- Must be team orientated
- Must be detail orientated
Role
As an Accounts Payable Clerk for Stage 1 Financial, you will be responsible for managing weekly accounts payable needs for several of our many fast-growing clients. Every day is different and the role requires a proactive self-starter who likes to ask and answer questions. Your responsibilities include but are not limited to: weekly AP processing, vendor statement reconciliations, learning new software portals, calls with key members of the client team, training, and onboarding. Accounts payable is the foundation of all financials, and this role often has the most frequent client contact. An ideal person for this role is a puzzler, cool under pressure, great at meeting deadlines, and willing to go the extra mile for our clients. Additionally, most of our team starts here in the front lines, and a successful term in this role will open many other doors in our growing company.
As an Accounts Payable Clerk for Stage 1 Financial, you will be responsible for managing weekly accounts payable needs for several of our many fast-growing clients. Every day is different and the role requires a proactive self-starter who likes to ask and answer questions. Your responsibilities include but are not limited to: weekly AP processing, vendor statement reconciliations, learning new software portals, calls with key members of the client team, training, and onboarding. Accounts payable is the foundation of all financials, and this role often has the most frequent client contact. An ideal person for this role is a puzzler, cool under pressure, great at meeting deadlines, and willing to go the extra mile for our clients. Additionally, most of our team starts here in the front lines, and a successful term in this role will open many other doors in our growing company.
Job Responsibilities:
- Accounts payable
- Support daily business activities such including, but not limited to, inventory purchasing, shipping confirmations, product purchasing, invoicing and receivables management.
- Develop and maintain a one-on-one relationship with clients.
- Work closely with the managerial team to tackle client challenges.
- Maintain accurate and timely responses to client questions and concerns.
- Provide a high level of customer service while keeping the client within the scope of their engagement.
Requirements
- Strong verbal and written communication skills.
- Time Management: The ability to organize and manage multiple priorities.
- Experience in Excel preferred
- Strong customer service skills/background.
- Must exude courtesy, politeness, and patience
- Must be team orientated.
- Must be detail orientated.
Role
As a Senior Staff 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 companies accounting and finance infrastructure.
As a Senior Staff 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 companies accounting and finance infrastructure.
Job Responsibilities:
Standard GL work for fast-paced clients including bank reconciliations, merchant processing reconciliations, coding transactions, payroll reconciliations, inventory reconciliations, etc.
- Manage our team of staff and senior accountants and accountants to provide monthly financials close and reporting to our larger client group
- Management of the weekly / bi-weekly sales reporting cycles
- Work with our project team in cleanup projects, implementation and accounting process development
- Work with sales leadership to identify areas of growth within the current portfolio
- Work with accounting managers and CFOs to provide client relationship support, including identifying new accounting process improvements within our clients’ businesses
- Coach and support junior accounting staff
- Support client tax accountants in the year-end tax reporting process
- Support clients’ due diligence and audit processes as needed
Requirements
- Degree in accounting, CPA Preferred
- 2 – 5 years CPA firm experience preferred
- 2 – 5 years of corporate accounting experience
- IPO experience a benefit
- Strong verbal and written communication skills
- Time Management: The ability to organize and manage multiple priorities
- Strong customer service skills/background
- Must exude courtesy, politeness, and patience
- Must be team & detailed orientated
Role:
As a Finance team member, you will work alongside our Finance Director and Finance Team to support our clients in analyzing their businesses and building models to help them make fact-based decisions. An ideal person for this role is a puzzler, cool under pressure, great at meeting deadlines, and willing to go the extra mile for our clients.
Job Responsibilities:
- Support our base of clients in the development and execution of all financial planning models: including cash flow, strategic planning, annual budgets, and other ad hoc planning and analysis.
- Compile, consolidate and analyze operational results.
- Enhance reporting by working with our accounting and business intelligence teams to facilitate improvements made with systematic reporting.
- Participate in the preparation of annual and department budgets.
- Develop and maintain variance analysis to identify opportunities and potential risks/exposures.
- Work in congruence with business intelligence and accounting teams to build data warehouse by creating KPI’s, dashboards, and standardized reporting for product lines and divisions.
- Support the preparation of consolidated monthly financial reporting, analysis and insightful commentary for key stakeholders.
- Work with CFOs to develop board level analysis and presentations.
- Manage the review of capital appropriations for proper supporting documentation and accurate financial costing.
- Operational support including business partnering support in developing annual forecast & quarterly updates.
Requirements:
- BA/BS in accounting or finance
- Strong verbal and written communication skills.
- Previous accounting and financial experience a plus
- Excellent time management skills
- Advanced Excel Skills
- Strong customer service skills/background.
- Must exude courtesy, politeness, and patience
- Must be team orientated.
- Must be detail orientated.
Will be tested on:
- PIVOT TABLE, VLOOKUP, SUMIFS, INDEX & MATCH, COUNTIFS, & etc.
- Basic knowledge of QuickBooks under requirements.
Role
As a Finance Manager for Stage 1 Financial, you will support the Co-Managing Partner in day to day activities with regards to supporting clients in their daily operations and capital raising.
Additionally, this role will support the analytical requirements of the Stage 1 Fund, including the development of limited partner reporting, deal analysis, and due diligence processes.
We are looking for an individual who likes to work in a high-performance culture, is passionate about startups, works well within a team, thrives in a fast-changing environment, and has a long term goal of learning the operational and investment side of consumer startup.
Responsibilities:
- Build and maintain financial models of select set of clients that are near term potential or current clients which Stage 1 Fund has invested in.
- Provide ad hoc analysis or other fund management requirements as deemed necessary for investment clients.
- Support clients in the build of the financial environment as it relates to interactions with other elements of the business.
- Learn and provide financial support in areas of supply chain, sales, marketing, HR and all other critical areas of the business.
- Build out all necessary information needed as part of the investment decision making process
- Responsible for all reporting to fund limited partners
- Responsible for building out benchmarking capabilities that support the investment decision process
- Perform due diligence process for fund raising activities
Requirements
Demonstrated the following abilities through previous experiences:
- Strong capabilities in building financial models
- Minimum 5 years of experience in a relevant field
- Ability to understand complex business concepts
- Ability to make decisions
- Strong communicator
- Nice person that wants to do the right thing
- Strong competitor
Role
As a Controller for Stage 1 Financial, You will be responsible for providing excellent client service as well as managing our team of CPA’s and MBA’s 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.
Responsibilities:
- Provide strategic financial guidance and operational support to our client owners and senior leadership team.
- Support client long term capital structure and capital raise process, including modeling cash needs, supporting capital strategy and running the due diligence process.
- 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.
- Manage, coach and train staff consisting of Accounting Managers, Finance Managers, and Staff.
- Work with the Shared Service Center to develop and manage transactional processes, including accounts payable, accounts receivable, payroll, sales taxes, etc.
- 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 portfolio of clients with the support of Accounting Managers, Finance Managers and Transactional Accountants
- Developing fund raising and due diligence packages
- Provide strategic guidance on the capital structure and methods in obtaining capital
- Oversee the month end close and review the work product of the Accounting Managers.
- Oversee the financial analysis, modeling, 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 fund raising activities.
- Provide client support through annual or quarterly audits.
Requirements
- Consumer experience required
- Previous professional services experience
- Proven track record of growing businesses as CFO, Corporate Controller and / or VP of Finance
- Previous early stage growth company experience
- Private equity, venture capital based company experience
- Minimum 10-15 years track record of progressive career development in corporate accounting and finance
- 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
Denver
Role
As a Staff 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 companies accounting and finance infrastructure.
As a Staff 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 companies accounting and finance infrastructure.
Job Responsibilities:
Standard GL work for fast-paced clients including bank reconciliations, merchant processing reconciliations, coding transactions, payroll reconciliations, inventory reconciliations, etc.
- Basic cost accounting and margin analysis
- Data entry and reconciliation between multiple systems
- Communicate efficiently and effectively with client regarding accounting
- Support the AP/AR process and procedures
- Support different elements of the month end close and reporting processes
- Labor reporting and accounting
- Other balance sheet reconciliation processes
- Ad hoc project support
Requirements
- Degree in accounting
- Strong verbal and written communication skills.
- Time Management: The ability to organize and manage multiple priorities
- Experience in Excel preferred
- Strong customer service skills/background
- Must exude courtesy, politeness, and patience
- Must be team orientated
- Must be detail orientated
Role
As a Staff Cost Accountant for Stage 1 Financial, you will be responsible for creating, reviewing and supporting the cost accounting infrastructure of the organization. This individual will be an internal and external resource for cost accounting support across our entire organization. Further, this individual will need to be collaborative, informative, and supportive in a variety of client relationships and business stages.
As a Staff Cost Accountant for Stage 1 Financial, you will be responsible for creating, reviewing and supporting the cost accounting infrastructure of the organization. This individual will be an internal and external resource for cost accounting support across our entire organization. Further, this individual will need to be collaborative, informative, and supportive in a variety of client relationships and business stages.
Job Responsibilities:
- Planning, studying, and collecting data to determine costs of business activity such as raw material purchases, inventory, and labor
- Analyzing data collected, recording results, reconciling inventories, and maintaining cost accounting system
- Analyzing changes in product design, raw materials, manufacturing methods or services provide, to determine effects on cost
- Preparing periodic reports
- Making estimates of new and proposed product costs
Requirements
- Degree in accounting
- 7-10 years of cost accounting experience
- Strong verbal and written communication skills
- Time Management: The ability to organize and manage multiple priorities
- Experience in QB, ERP, and inventory management systems preferred
- Brand Consumer Experience preferred
- Strong customer service skills/background
- Must exude courtesy, politeness, and patience
- Must be team orientated
- Must be detail orientated
Role
As an Accounts Payable Clerk for Stage 1 Financial, you will be responsible for managing weekly accounts payable needs for several of our many fast-growing clients. Every day is different and the role requires a proactive self-starter who likes to ask and answer questions. Your responsibilities include but are not limited to: weekly AP processing, vendor statement reconciliations, learning new software portals, calls with key members of the client team, training, and onboarding. Accounts payable is the foundation of all financials, and this role often has the most frequent client contact. An ideal person for this role is a puzzler, cool under pressure, great at meeting deadlines, and willing to go the extra mile for our clients. Additionally, most of our team starts here in the front lines, and a successful term in this role will open many other doors in our growing company.
As an Accounts Payable Clerk for Stage 1 Financial, you will be responsible for managing weekly accounts payable needs for several of our many fast-growing clients. Every day is different and the role requires a proactive self-starter who likes to ask and answer questions. Your responsibilities include but are not limited to: weekly AP processing, vendor statement reconciliations, learning new software portals, calls with key members of the client team, training, and onboarding. Accounts payable is the foundation of all financials, and this role often has the most frequent client contact. An ideal person for this role is a puzzler, cool under pressure, great at meeting deadlines, and willing to go the extra mile for our clients. Additionally, most of our team starts here in the front lines, and a successful term in this role will open many other doors in our growing company.
Job Responsibilities:
- Accounts payable
- Support daily business activities such including, but not limited to, inventory purchasing, shipping confirmations, product purchasing, invoicing and receivables management.
- Develop and maintain a one-on-one relationship with clients.
- Work closely with the managerial team to tackle client challenges.
- Maintain accurate and timely responses to client questions and concerns.
- Provide a high level of customer service while keeping the client within the scope of their engagement.
Requirements
- Strong verbal and written communication skills.
- Time Management: The ability to organize and manage multiple priorities.
- Experience in Excel preferred
- Strong customer service skills/background.
- Must exude courtesy, politeness, and patience
- Must be team orientated.
- Must be detail orientated.
Role
As a Senior Staff 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 companies accounting and finance infrastructure.
As a Senior Staff 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 companies accounting and finance infrastructure.
Job Responsibilities:
Standard GL work for fast-paced clients including bank reconciliations, merchant processing reconciliations, coding transactions, payroll reconciliations, inventory reconciliations, etc.
- Manage our team of staff and senior accountants and accountants to provide monthly financial close and reporting to our larger client group
- Management of the weekly / bi-weekly sales reporting cycles
- Work with our project team in cleanup projects, implementation and accounting process development
- Work with sales leadership to identify areas of growth within the current portfolio
- Work with accounting managers and CFOs to provide client relationship support, including identifying new accounting process improvements within our clients’ businesses
- Coach and support junior accounting staff
- Support client tax accountants in the year-end tax reporting process
- Support clients’ due diligence and audit processes as needed
Requirements
- Degree in accounting, CPA Preferred
- 2 – 5 years CPA firm experience preferred
- 2 – 5 years of corporate accounting experience
- IPO experience a benefit
- Strong verbal and written communication skills
- Time Management: The ability to organize and manage multiple priorities
- Strong customer service skills/background
- Must exude courtesy, politeness, and patience
- Must be team & detailed orientated
Role
As a Business Intelligence Staff (Analyst) for Stage 1 Financial, you will be responsible for providing accurate reporting for a number of clients. We are looking for an individual who likes to work in a high performance culture, passionate about startups and thrives in a fast changing environment. This new team member will work alongside our accounting and finance teams to support our clients in analyzing their businesses to help them make fact based decisions.
As a Business Intelligence Staff (Analyst) for Stage 1 Financial, you will be responsible for providing accurate reporting for a number of clients. We are looking for an individual who likes to work in a high performance culture, passionate about startups and thrives in a fast changing environment. This new team member will work alongside our accounting and finance teams to support our clients in analyzing their businesses to help them make fact based decisions.
Job Responsibilities:
This role will support our small but quickly-growing business intelligence team in addressing our clients’ reporting needs, with activities that include:
- Identify appropriate sources of data useful in the analysis of our clients’ businesses
- Field requests and communicate closely with clients to address their reporting needs
- Develop database structure, in multiple relational databases, including MySQL and PostgreSQL
- Perform critical validation of data used in reporting
- Support senior team members in the aggregation and preparation of large data sets, integrating multiple systems and historical data
- Identify patterns and key drivers of business performance using an iterative and structured approach to problem solving
- Develop and improve quantitative data analytics and set performance targets
- Develop tools for ingesting data (ETL)
- Support the accounting function in building weekly/monthly financial reporting tools
Requirements
- • Undergraduate degree in quantitative major such as Computer Science, Engineering, Statistics, Economics, Finance, Accounting or related fields
- 2+ years of experience in an analytical role
- Advanced level proficiency in a SQL environment (SQL Server, MySQL, PostreSQL)
- Proficient in MS Excel
- Proficiency in distilling insights and presenting to business leadership
- Experience utilizing both qualitative and quantitative analysis techniques
- Strong communication and presentation skills
- Previous consulting / client service background
- Experience with Tableau
- Experience working with consumer product or retail brands
Preferred Qualifications
- Experience with Tableau
- Experience working with consumer product or retail brands
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.