Accounting Manager - CPA

The role

This person will bridge the gap between external bookkeeping and internal financial models to create a single source of truth. You will report to the CEO and eventually take ownership of in-house bookkeeping and finance admin workflows.

What you will do

• Serve as the liaison between external bookkeepers and the internal financial model
• Support various aspects of the accounting and reporting process
• Lead delivery of accounting tasks and project and close books each month
• Help restructure the chart of accounts
• Transition bookkeeping in-house over time
• Own day-to-day finance admin workflows including AP/AR, invoicing, vendor management, expense management, and payroll coordination
• Identify process improvement and automation opportunities
• Build and maintain Excel models and reporting that connect actuals to forecast
• Support leadership with variance analysis and ad hoc data crunching

Required qualifications

• CPA certification
• Bachelor's degree in accounting, finance, or a related field
• Solid accounting fundamentals (debits/credits, accruals, month-end close)
• Strong Excel skills
• Demonstrated hands-on use of AI tools to do real work
• Strong sense of ownership

Nice to have

• 5+ years of experience in accounting (preferred banking or lending)
• Experience with a BI tools is a plus

Benefits

• Competitive salary
• stock option plan
• Medical, Dental, and Vision insurance
• 401(k) plan with 5% company match
• Flexible vacation policy

About the company

Taekus is a luxury financial services company offering premium checking, credit, and debit accounts paired with a travel rewards ecosystem. It is a profitable fintech and travel startup with $100M+ in annual revenue.