What are the responsibilities and job description for the Financial Associate position at Ohi?
As a Financial Associate at Ohi, you will be a founding member of our finance team and responsible for a wide-range of duties, including accounting strategy, revenue recognition, company policies, sales tax, accounts receivable & accounts payable, investor analysis and other important accounting and finance processes.
Responsibilities include:
- Managing Bill.com for accounts payable, accounts receivable and reporting
- Manage our corporate expense platform and administer our employee 401k plan
- Manager our AirCFO corporate tax team; coordinate sales tax compliance with our TaxValet team
- Coordinate month- and year-end activities, including client invoicing and tax filings
- Assist in maintaining investor model and other investor analysis activities
- Work cross functionally to create internal reporting and analysis across teams
- Working alongside Revenue Ops to manage financial forecasts and commission plans
- Continuously improving our accounting processes and techniques
Skills and Requirements:
- 2 years experience in accounting or finance preferably for a B2B SaaS/technology company
- Ability to oversee, build, and maintain accounting processes for a startup company
- Strong knowledge of QuickBooks and other accounting software
- Familiarity with Bill.com and/or other AR / AP processing platforms
- Analytical with strong financial modeling, analysis and reporting skills
- Ability to draw business insights and operational takeaways from analyses and models
- Strong communication skills to collaborate with different stakeholders
- Proactive and can work autonomously
- Strong problem solving skills, attention to detail and highly organized
- Demonstrated desire for continuous learning and improvement
What We Offer:
- Great compensation package, including a mix of cash and equity incentives
- Full benefits package with 5 weeks PTO expected, 401k, Health, Vision & Dental
- Regular team events, both virtually and in-person
- A highly collaborative and entrepreneurial environment