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Join our team

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. 

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 an 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 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. 

  • Manage our team of staff and senior accountantsand 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 Chief Financial Officer 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.

Management & Leadership 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/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
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

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 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 an 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 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. 

  • Manage our team of staff and senior accountantsand 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

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

TRAINING / CAREER GROWTH

HEALTH INSURANCE

VISION & DENTAL INSURANCE

LONG TERM DISABILITY

401K

COFFEE AND SNACKS

TEAM BUILDING/HAPPY HOUR

PUP FRIENDLY