Finance Manager

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We're a global startup headquartered on the Southern Gold Coast with a mission to simplify equity worldwide. Our platform helps startups and scaleups to manage their equity and stock option plans and to motivate and incentivise their teams. We have over 1,500, paying customers across Australia, USA, and beyond, and upwards of 100,000 users.

Backed by Rampersand, Jason Calacanis, Launch Syndicate, and Queensland Investment Corporation, we've achieved exponential growth over the last 2 years while pivoting toward profitability.

Charging ahead in the US market

After establishing strong market share in Australia, we're aggressively expanding our US operations. With our global team spanning Australia, United States, Portugal, Philippines, and Brazil, we're scaling rapidly to capture the massive US opportunity in equity management and team motivation.

As we accelerate our global expansion, the Finance Manager role is critical to managing burn, maximizing margins, and empowering each function across multiple jurisdictions.

What we're looking for

We need a passionate Finance Manager who thrives in our collaborative, tech-first environment:

• ‍Cross-functional collaboration - Work seamlessly across Product, Marketing, Sales, and Operations using real-time tools‍
• Tech-first agility - Drive finance innovation with cutting-edge automation and AI workflows‍
• Curiosity and experimentation - Think creatively about metrics and test new approaches to financial operations‍
• Hands-on execution - Own everything from data entry to investor reporting in our high-autonomy environment‍
• Meticulous attention to detail - Maintain accuracy while moving fast

The role

Reports to: COO
Works closely with: CFO (external, strategic), Operations Manager and CEO
Collaboration: All departments

Top 3 priorities

1. Execute BAU Finance Operations - Maintain accurate bookkeeping, payroll, and accounting across global operations
2. Proactive Communication - Work seamlessly with all functions and leadership with clear, timely updates on metrics, budgets and opportunities ‍
3. Independent Ad Hoc Management - Handle compliance and reporting with accuracy, speed and agility, and implement proactive planning to increase scalability.

Key duties

Monthly

• Comprehensive reports: Cash Flow, Divisional P&L, Regional P&Ls, Balance Sheet
• Track critical startup metrics: NRR, churn, Rule of 40, CAC/LTV, location-based breakdowns
• Maintain accurate oversight of global team costs including regional benefit variations (401k, superannuation, private health, equity compensation)
• Compile data for CFO's monthly presentations (growth metrics, budget variances, unit economics, insights)
• Process fortnightly payroll for employees and contractors across AU, US, Portugal, Philippines, Brazil (manager through EOR providers)
• Calculate, reconcile and process monthly sales commissions

Quarterly

• Lodge compliance filings: BAS, IAS, payroll tax, superannuation, workcover
• Support CFO in budget setting with historical data and scenario modeling
• Prepare and collaborate on financial metrics for CEO investor reports
• Calculate and distribute global quarterly bonuses (if payable)

Annual

• Coordinate tax returns with external accountants for all group entities (including US)
• Manage R&D tax rebate applications and government grant opportunities

Ad Hoc

• Support COO on US parent company cap table and employee option management
• Handle internal finance queries, reimbursements, budget adjustments
• Manage multi-currency operations and regional regulations
• Systemize recurring expenses and payment processes
• Monitor credit and FX exposure
• Implement AI tools and automation for process efficiency

Technology & systems focus

Critical requirement: Must leverage AI tools and systematize through technology, or be determined to do so:

• Aiming for all reports in shareable, interactive formats using Google Sheets with plugins, API data pulls, live dashboards
• AI-generated financial reporting tools where valuable
• Automated process workflows
• Data automation and agent implementation

Startup Metrics Obsession: Must be passionate about tracking key SaaS metrics: NRR, churn rates, Rule of 40, CAC/LTV, cohort analysis, location-based performance breakdowns.

Global operations

US Experience Highly Valued: Experience with US company structures and taxation preferred but not required. Strong motivation to upskill in US financial regulations is essential.

Growth trajectory

This role is designed for someone aspiring to become our future CFO as we scale our global operations and capture market share worldwide.