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Director of Finance
Confirmed live in the last 24 hours
Locations
San Bruno, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Management
NetSuite
Quickbooks
Research
PowerPoint/Keynote/Slides
Requirements
  • 10+ years experience in Accounting and Finance, including at least 5 years of management experience
  • Bachelor's degree in Finance or Accounting
  • Public company and Big 4 experience is preferred
  • CPA license in good standing (inactive OK) is preferred
  • Highly organized, adaptable, able to flourish in a fast-paced startup environment
  • Strong prioritization skills with the ability to manage multiple projects simultaneously
  • Experience in due diligence of an investment financing, venture capital, or acquisition
  • Excel wizard, Powerpoint expert
  • Ability to quickly learn new systems/processes and then train others
  • Experience managing transition from QuickBooks (or similar) to a hosted solution such as NetSuite
  • Proficient with Microsoft 365 or similar software
Responsibilities
  • Move the Accounting organization “in-house” to NetSuite or equivalent hosted application
  • Build and manage the team responsible for all aspects of accounting including accounts payable, accounts receivable, general ledger, capital assets, tax, equity and payroll
  • Lead the annual budgeting process, including preparation of financial plan and content for approval by the Board of Directors
  • Foster an environment of continuous improvement to identify, develop, and implement process changes to increase efficiency, ensure accurate monthly reporting, and streamline accounting processes
  • Play a lead role in the preparation of financial updates, analysis, and board content for the COO/CFO, Board of Directors, and investors
  • Partner with the operations and commercial teams to develop "one source of truth" on metrics reporting, asset management, and unit fulfillment data
  • Manage the accounting close on a monthly basis, including but not limited to reviewing journal entries and balance sheet reconciliations, and reviewing financial statements
  • Prepare technical accounting memorandums as needed as well as continue to improve on and strengthen the internal control environment
  • Implement new tools (ERP projects as well as excel projects) to aid in the accounting close to increase efficiency
  • Manage annual audits, filings, taxes, and corporate accounting activities
  • Ensure compliance with all federal research grant programs, including the proper tracking of expenses and timely completion of audits
  • Undertake financial reporting - monthly, quarterly, annually
  • Perform other duties as assigned
Caption Health
Company Overview
Caption Health is empowering healthcare providers with new capabilities to acquire and interpret ultrasound exams using A.I.