Who we are:
We are a creative, collaborative, and passionate team of business advisors that love working with amazing Innovation-based companies. We provide an array of accounting, business operations, and fractional-CFO services designed to help our entrepreneurial clients in a few select verticals unleash their potential:
We have offices located in beautiful Downtown Boulder, CO on Pearl Street, in the LoDo area of Denver, as well 2 offices in sunny San Diego, CA (UTC & Downtown). We also have a presence in Silicon Valley. Our clients are located throughout the US and Internationally. We do a lot of the things you’d expect a CPA firm to do, but we are so much more - we are a Financial Studio.
We are looking for:
A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time.
What a typical day might be like:
Each day is filled with a variety of tasks from recording and reconciling client transactions to special research projects where you might either be working solo, championing the completion of a project, or you might be working in coordination with a Business Advisor to achieve a set goal for a client.
Many of the tasks that you will encounter will be entry level, such as managing electronic streams of data and ensuring they are recorded to the correct locations. You will have opportunities to learn and grow within the team. Most of the work we do is completed on SaaS based technologies and accounting software including QuickBooks Online.
Your typical day may include the following tasks:
Some other cool stuff to know:
This job might be for you if:
You might be a really good fit if:
The Pay and the Perks:
We offer competitive salaries, a flexible work environment, and great colleagues! Our full benefit package includes health, dental, vision, life AD&D, and long-term & short-term disability coverage. Full-time employees are also eligible for our matching 401(k), PTO, parking/transit pass, pre-tax dependent care FSA, HSA account options, and paid holiday time. Additional perks include regular office breakfasts, lunches, and team outings. Consideration for semi-annual bonuses and regular salary reviews as well as educational expense benefits.
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