Head of Finance - SquareWorks Consulting

Reports to: CEO

About Us

SquareWorks Consulting is a thriving NetSuite partner dedicated to elevating our customers' experiences through exceptional automation solutions and consulting services. Our product suite includes Automate : a NetSuite-native financial automation platform designed to significantly enhance NetSuite's out-of-the-box capabilities. Alongside our innovative products, we offer top tier consulting services, partnering with our clients to ensure successful NetSuite implementations, optimization services, and ongoing support.

We are committed to building long-term partnerships with our customers, aiding their success from the ground up, starting with our team. At SquareWorks Consulting, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs.

Key Responsibilities

Finance and Accounting Oversight:

• ****Lead and manage all aspects of financial operations, ensuring compliance with accounting standards and regulatory requirements.
• Supervise one part-time Accounting Specialist/HR Admin
• Maintain all accounting and finance policies and procedures

Payroll Management:

• ****Review bi-weekly payroll processing, including employee onboarding/offboarding and changes.
• Review quarterly and annual bonus/commission payments and ensure they are paid on time.
• Monthly Close Supervision:
• ****Review billing procedures, ensuring adherence to company policies.
• Supervise timesheet and billable expense entry, collaborating with relevant teams for policy adherence.
• Review and approve invoices, ensuring accuracy and compliance.
• Ensure expenses are reimbursed timely
• Review all reconciliations and financial results.

Collections and Revenue Management:

• ****Oversee collections and write-off procedures, ensuring consistency and efficiency.
• Manage revenue recognition and expense management processes, maintaining accuracy and timeliness.

Financial Reporting, Budgeting, and Planning:

• ****Deliver comprehensive financial reports including P &L, balance sheets, and cash flow forecasts.
• Coordinate financial statement reviews, providing insights to management.
• Input annual budget into QBO.

Human Resources and Policy Management:

• ****Manage all HR policies, working with Insperity (our PEO) to ensure they are up-to-date and compliant.
• Oversee recruiting activities, onboarding, and offboarding processes.
• Be HR point of contact for all employee issues. Work with Insperity to ensure all issues are handled in accordance with their guidance.
• Manage employee benefit programs, ensuring employee satisfaction. Handle open enrollment of all benefit plans
• Ensure all HR compliance is completed on time
• Attend both in-person team meetings
• Assist in planning and coordinating company events.
• Supervise and own Employee Compensation Reviews and Performance Reviews
• Ensure decisions made by the Management Team are in keeping with furthering the SquareWorks corporate culture.

Legal and Tax Compliance:

• ****Liaise with insurance brokers and ensure insurance coverage is adequate for all needs
• Manage vendor and customer agreements. Review and negotiate any customer/vendor requested changes to any contracts.
• Owner of external legal relationship
• Owner of external SALT subcontractor relationship, as well as Avalara
• Systems are Bill.com, QBO, BigTime, Recurly
• Possibly implement NetSuite
• Oversee tax compliance and audits, maintaining strong relationships with external firms.
• Manage banking relationships and loan processes.

Qualifications

• Minimum of 10 years of experience in financial management, preferably in a SaaS or technology environment.
• Proven expertise in accounting, payroll management, and financial reporting.
• Significant experience with HR functions
• Strong leadership skills with experience in managing and developing teams.
• Excellent communication and negotiation skills.
• Strategic thinking ability, with a focus on translating financial insights into business value.
• Bachelor's or master's degree in finance, accounting, or a related field. CPA preferred.

Compensation & Benefits

• Above-market compensation
• Competitive healthcare benefits
• Unlimited vacation
• Fully remote work environment
• Internet allowance
• Home office expense reimbursement
• 401(k) employer contributions
• Birthdays off
• Charitable contribution program