plume - Director of Finance and Accounting
Requirements
• Bachelor's degree in accounting or finance. • 10+ years of progressive experience in an accounting or finance leadership role, ideally with experience scaling financial operations in a growth-oriented environment. • Thorough knowledge of GAAP accounting principles and practices • Experience in the healthcare industry or digital health/telehealth sectors. • Familiarity and proficiency with Netsuite is required • Proficiency in spreadsheets and Google Workspace, with the ability to build and manage financial models. • Strong analytical and problem-solving skills. • Excellent attention to detail and organizational abilities. • Comfortable in a fully remote work environment. • Strong alignment with Plume’s mission and values, with a passion for providing dignified and relatable healthcare experiences for the trans community. • CPA Designation. • All Full-Time Employees are Eligible for: • Ground-Floor Equity (Series B) • Free Medical, Dental, and Vision on the first of the month after you start full-time work • Unlimited PTO • 11 paid holidays and company shut-down for a week in December • Free Plume and BetterHelp Subscriptions • Everyone associated with Plume gets the major benefit of having the best coworkers you could imagine if you love fiercely intelligent, heart-forward, and mission-driven collaborators. • At Plume, we structure our compensation to reflect cost-of-living differences across regions. Our salary tiers are based on the cost of living relative to the national average. We use these tiers to maintain fair and competitive compensation across all locations. Tier placement will be discussed during the offer stage. • Plume is an equal-opportunity employer. Trans and gender-nonconforming individuals are strongly encouraged to apply, particularly those who identify as People of Color. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations to individuals with disabilities upon request. Please let us know if you require any accommodations to apply or interview for this position. • Only those legally authorized to work in the USA are eligible to apply; residency in the USA is a requirement of employment for this role. • Discover more about Plume at www.getplume.co and become part of our award-winning journey towards transforming healthcare for every trans life. Join us today in shaping the future of healthtech and LGBTQ+ care! • Please be aware that employment scams are on the rise. Plume will only contact candidates using an official "@getplume.co" email address. Plume does not conduct interviews via email and will never request banking information through text or email. Please protect your information! • We’re so grateful for your interest in joining our team! To help us keep our operations running smoothly and ensure fair consideration for all candidates, we kindly ask that you refrain from reaching out to staff members directly regarding open roles.
Responsibilities
• ## Financial Planning & Strategic Support (30%) • Lead the strategic direction and overall management of financial planning, budgeting, and forecasting processes in collaboration with the COO and executive leadership. • Monitor financial performance, analyze key metrics, and provide insights for operational decision-making. • Support the COO in evaluating market opportunities, roadmap trade-offs, and competitive positioning. • Assist in translating financial insights into compelling narratives to inform internal decision-making and support external partnerships. • Provide strategic oversight for the bi-annual budgeting process for the organization, guiding the Accounting Manager in project management and asset preparation. • ## Accounting Operations & Compliance (40%) • Oversee and ensure the integrity and timely completion of the month-end close process, providing strategic review of financial statements and insights for executive leadership • Ensure that cross-departmental inbound requests are efficiently managed and resolved by the accounting team, serving as an ultimate escalation point for complex issues. • Oversee the overall invoicing and expense management processes, ensuring effectiveness and compliance, and serving as the ultimate escalation point for critical unpaid invoices or systemic issues. • Establish and champion the development and maintenance of robust standard operating procedures for financial processes, ensuring their effectiveness and compliance, and providing guidance to the Accounting Manager. • ## Treasury & Tax Management (20%) • Develop and maintain the treasury management policy, providing strategic oversight of cash flow and allocation, and ensuring financial stability. • Provide strategic guidance and ultimate review for the annual update of MSA agreements between our PC and MSO and the appropriate allocation of cash across corporate entities, ensuring compliance and optimal financial structuring • Strategically oversee all quarterly and annual tax filings, ensuring compliance and optimizing tax positions, and serving as the executive point of contact for complex tax matters • ## Leadership & Team Management (10%) • Manage and mentor our Accounting Manager, fostering their growth and ensuring they effectively lead the offshore accounting team to complete daily accounting tasks and monthly close, ensuring efficient and effective processes across all accounting functions, and monitoring key performance indicators (KPIs) to drive continuous improvement • Support the operational maturation of the organization holistically via common business operating frameworks and tools • Utilize data analysis to drive operational improvements and inform strategic decisions.
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