Job Description
- Job Description:
- Oversee engagement teams across U.S. and international personnel, delegating work to maximize efficiency
- Mentor and develop team members, actively supporting professional growth
- Manage utilization and client load to ensure team members are challenged, supported, and operating at optimal capacity
- Codify and share best practices, contributing to Propeller's institutional knowledge and platform intelligence
- Optimize margins and business unit efficiency, recognizing that Propeller's economics shift from hours billed to value delivered
- Proactively engage in Early Warning processes to surface issues before they escalate
- Support client pipeline development in collaboration with Business Development, CFO team, and Customer Experience
- Identify upsell and lifecycle extension opportunities by understanding client needs and demonstrating incremental value
- Partner with Customer Success to ensure deliverables meet Propeller's standards and drive client satisfaction
- Conduct periodic client file reviews to identify learning opportunities, develop best practices, and feed insights back into the platform
- Document workflows and surface repeatable intelligence that can be systematized through PropellerOS
- Drive high client satisfaction by delivering not just accurate financials, but timely, actionable insights
- Transform the monthly close call from backward-looking reporting into strategic financial review powered by analytics and CFO perspective
- Develop scope and service offerings for potential Growth Stage clients
- Participate in all phases of the client conversion cycle: scoping, pitch, and SOW development
- Act as a strategic partner to executive teams, helping them navigate financial and operational complexity
- Requirements:
- Master's Degree or CPA required
- 7+ years in accounting/finance with at least 3 years at companies or serving clients in the $10M-$100M revenue range
- Multi-client or consulting background strongly preferred (Big 4, boutique accounting firm, fractional CFO services, or similar)
- Demonstrated ability to build processes from scratch—not just follow them
- Cross-functional experience developing processes around financial reporting and operational workflows
- Previous experience with Series B and Series C companies
- Strong understanding of how operational and business changes impact financial reporting
- Experience with investor diligence and audit preparedness
- Quickbooks
- Benefits:
- Generous Paid Time Off and Holiday pay
- Comprehensive health benefits plus dental, vision, short and long-term disability, and life insurance
- HSA contribution
- Paid Family Leave
- 401k match
- Remote Work
- Professional development opportunities
Apply Now
Apply Now