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• Own a portfolio of clients end-to-end — building their financial models, running their monthly numbers, and fielding questions directly from owners and their investors • Build 3-statement financial models from the ground up, then run and adjust them every month against each client's actual results • Handle financial modelling, budgeting, cash flow forecasting, scenario planning and variance analysis • Work across a wide range of platforms including Shopify, QuickBooks Online, Xero, Google Sheets, Google Docs, Glew.io, Amazon Seller/Vendor, Rippling and Gusto

• Own the month-end close calendar and delivery schedule across the entire client portfolio — staged due dates, review turnaround, and a hard standard for hitting them • Run a single source of truth for every client deliverable and its owner; drive the overdue backlog to zero and keep it there • Spot slippage before the client does, and intervene early • Balance workload across analysts and bookkeepers; assign and rebalance client books as the portfolio shifts • Track hours against what is billed, surface over- and under-utilisation, and plan leave and backup coverage so nothing depends on one person • Build and maintain the SOPs, onboarding and handoff discipline that let the team scale without errors • Be the manager layer the delivery team is missing: regular 1:1s, clear expectations, performance management, and follow-through • Own the quality-control gate. Make sure senior review actually happens and standards are enforced • Be the first point of escalation for delivery and client-service issues, so they stop defaulting to the founder; own approvals within a defined authority • Keep statutory, payroll and filing deadlines tracked and met across jurisdictions