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Attivo Partners

Fractional finance leadership and accounting

Business Development Representative Assistant Controller/Controller

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 7 years of progressive, full-cycle accounting experience spanning Assistant Controller to Controller-level responsibilities, including managing month-end close, client financial statements, and fluctuation analysis across multiple clients or entities.
  • At least 5 years in a quota-carrying, new-business sales or business development role in B2B or professional services.
  • Demonstrated full-cycle deal ownership, including personally sourcing, pitching, negotiating, and closing new clients independently, with specific deals and dollar figures.
  • Existing network or a track record selling into the startup and venture capital ecosystem, including accelerators, venture capital firms, or founder communities, that has converted into signed clients.
  • Hands-on production experience running close and reporting in both QuickBooks Online and NetSuite.
  • Direct experience working with venture-backed or early-stage startup clients.
  • Experience managing and forecasting a sales pipeline, including deal-stage and close-rate tracking.
  • Proposal and pitch deck development skills, such as PowerPoint or Google Slides.
  • Solid understanding of generally accepted accounting principles; familiarity with ASC 606 revenue recognition is a plus.
  • Advanced or higher Excel skills, including financial modeling, budget-versus-actual analysis, and manipulating larger data sets; SQL experience is a plus.
  • Software proficiency across a modern startup finance stack, such as QuickBooks Online, Xero, NetSuite, Brex, Ramp, Rippling, and Gusto.
  • Comfort switching between detailed technical accounting work and relationship-driven sales conversations.
  • Self-direction and ability to manage a personal pipeline and client deliverables without close supervision.
  • Ability to build trust with founders and investors and value ongoing client relationships.
  • Ability to maintain accounting accuracy under pressure while business development work is active.
  • Ability to use advisory-style selling rather than hard-sell tactics.
  • Ability to learn new tools, industries, and client situations quickly.
  • Strong time management and prioritization abilities.
  • Professional integrity and an entrepreneurial spirit.
  • Willingness to travel for company events twice per year and for opportunity and client meetings.

Responsibilities

  • Manage full-cycle client accounting for an assigned book of business, including month-end close, eliminations and consolidations, preparing and booking journal entries, account reconciliations, and variance analysis.
  • Prepare client financial statements, including value-added fluctuation analysis and budget-versus-actual comparisons.
  • Build and maintain financial models to help clients manage cash and make proactive operational decisions.
  • Manage accounts receivable, including invoicing, collections, contract review, and cash forecasting.
  • Manage accounts payable, including entry accuracy, timely payment, vendor management, and policy compliance.
  • Process client payroll and handle general human resources responsibilities, including onboarding, terminations, and benefits compliance.
  • Use on-chain accounting tools to streamline processes and improve data accuracy; manage token accounting, including token warrants and token compensation, for crypto-native clients.
  • Set client accounting and tax policies; define and implement revenue recognition policies under ASC 606 as client needs require.
  • Create and manage key performance indicator dashboards for clients.
  • Oversee client tax-related matters to ensure timely compliance and support annual financial audits as needed.
  • As scope and experience grow toward Controller level, manage and mentor Attivo staff supporting the client book.
  • Own the full new-business sales cycle for Attivo, from first contact through signed engagement.
  • Manage warm-introduction follow-up on referrals from venture capital firms, accelerators, and existing clients.
  • Maintain customer relationship management and pipeline hygiene by logging contacts, tracking deal stages, and updating forecasts.
  • Conduct discovery calls to understand prospects' stages, pain points, and needs.
  • Translate discovery findings into scoped service packages and fee structures.
  • Deliver demonstrations and walkthroughs showing prospects how Attivo works with similar-stage companies.
  • Build and send custom proposals.
  • Negotiate scope, contract terms, and pricing through to closing.
  • Manage handoff from signed deal to onboarding by coordinating with delivery and accounting teams to confirm staffing capacity before committing to a deal.
  • Maintain relationships with venture capital firms, accelerators, and founder communities to support ongoing referrals.
  • Attend occasional startup ecosystem events and client meetings.
  • Participate in weekly pipeline reviews with leadership, covering deal stages, forecasted closings, and capacity needs.
  • Close 24 deals per year.

Desired Qualifications

  • Experience with HubSpot or other customer relationship management tools.
  • Experience with Campfire, Rillet, or Carta.
  • Experience with crypto accounting software such as Bitwave, Cointracker, or Tres, and reconciling on-chain transactions; two or more years at a crypto-native company is a plus.
  • Prior experience building financial models and accounting policies or procedures from scratch.
  • Exposure to specific verticals such as SaaS, biotech, or consumer beyond general startup experience.
  • Deep accounting and client accounting services product knowledge.
  • Formal sales methodology training.
  • Existing venture capital or accelerator relationships and public speaking or conference presence for lead generation.
  • Experience implementing workflow automation or AI-enabled tools, and familiarity with generative AI tools and automation platforms.
  • Bachelor's degree in Accounting or Finance.
  • CPA or CFA.

About the Company

Attivo Partners

Fractional finance leadership and accounting

Attivo Partners offers full-service finance and accounting support with fractional CFO and accounting services for founders at every stage of building a company. A dedicated fractional CFO and accounting team deliver scalable processes, dashboards, budgeting, financial modeling, governance, and ongoing decision support to aid capital raising, business modeling, and planning for exits. The firm differentiates itself with a growth-focused, flexible partnership that scales with the company and provides customized financial leadership and strategic guidance across finance, accounting, and strategy rather than a one-size-fits-all approach. Its goal is to help founders build sustainable, investable businesses by providing practical financial management and strategic insight that support fundraising, growth, and successful exits.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
San Francisco, CA
Founded
2017

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