CFO at FintechOS shaping financial strategy and ensuring operational excellence in a SaaS environment. Leading fundraising and M&A initiatives with strong financial leadership skills.
About the role
- Junior Associate in Finance and Accounting supporting client projects at boutique consulting firm Sandbox. Involves problem-solving, communication, organizing, team play, and continuous learning.
Responsibilities
- Address client requests, manage data and research analysis, and assist with various finance and accounting projects.
- Draft financial reports, investor updates, and client communications ensuring clear and accurate information.
- Develop and maintain simple, effective templates and retention systems for client organization and documentation.
- Provide ad-hoc support in client meetings and contribute to the Sandbox Fun Committee.
Requirements
- Expected May 2026 graduation date with a Bachelor's degree in Finance, Accounting, Economics, Mathematics, or similar Business related field.
- Firm grasp of basic and intermediate accounting principles and knowledge of financial statements, including balance sheets, income statements, and cash flow statements.
- Analytical mindset with a high aptitude for math and ability to understand and analyze complex business data and build financial models.
- Advanced Excel skills and comfortability with software and tools like GSuite, Slack, QuickBooks, etc.
- Demonstrated willingness to learn new skills on the fly and apply these unmastered/unrefined/not perfect skills for company executives, management, and other leaders.
- Strong desire to earn your CPA and/or have a passion and interest in the venture capital and startup finance space!
Benefits
- Comprehensive health benefits with employer contribution.
- Family friendly, flexible work schedule with generous PTO and mental wellness days.
- Employer-matched 401K.
- Ongoing professional development and networking opportunities.
- Monthly team events - We sure know how to host a happy hour and we are never too busy to break for a volunteer opportunity.
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