Burkland

• Manage the day-to-day responsibilities on R&D Tax Credit and Sec. 174/Sec. 174A engagements. • Conduct virtual interviews with clients to document their applicability for the R&D credit. • Produce technical reports reflecting client interviews. • Prepare and review work papers, deliverables, and tax forms. • Identify R&D opportunities for clients by performing detailed analysis of client financial statements and tax documents. • Prepare and review calculations of R&D credits, including Sec. 174/Sec. 174A considerations, for client delivery. • Supervise and mentor R&D Tax Associates.

• Own end-to-end ERP implementations for Burkland clients, including chart of accounts design, module configuration, workflow automation, and user acceptance testing. Document implementation decisions and maintain project trackers throughout each engagement. • Evaluate existing ERP environments and identify gaps, inefficiencies, or misconfigurations. Recommend and execute improvements to reporting structures, dashboards, and custom workflows to align the system with each client's business model. Deliver training sessions, create user documentation, and proactively surface system improvements that align with client growth milestones • Support the monthly close process within client ERP systems including journal entries, reconciliations, revenue recognition (ASC 606), and financial reporting. Ensure the system accurately reflects the client's accounting policies and audit requirements. • Manage data migrations from legacy systems (QuickBooks, Xero, spreadsheets) into modern ERP platforms. Collaborate with tech and product teams to scope and oversee third-party integrations (Stripe, Brex, Ramp, Salesforce, etc.) using native automation tools or iPaaS solutions. • Identify opportunities to streamline financial workflows through automation and cross-functional collaboration. Stay current with platform releases, best practices, and the evolving startup finance tech stack.

• Analyze and accurately prepare and/or review required federal (including international forms), state, and local corporate income tax returns. • Organize client files and manage client communications to keep engagements on track. • Stay current with tax legislation and regulations affecting clients and adapt strategies accordingly. • Monitor client businesses and collaborate with managers to develop timely, relevant tax advice. • Assemble and maintain accounting and tax records to support filed returns and financial statement accounting. • Prepare and deliver R&D Tax Credit Studies end-to-end — including Sec 174 calculations, work papers, technical interview documentation, and R&D Study Reports — for a range of software and biotech clients. • Grow your understanding of relevant technical industries (particularly Software and Biotech) to accurately identify and support qualified research activities. • Review financial statements to surface R&D opportunities for clients. • Work with managers to develop R&D credit strategies and stay current with evolving guidance and legislation. • Manage multiple R&D projects and update the team project tracker regularly and efficiently. • Learn and master our suite of software tools across both practice areas.

• Leverage your audit manager background to prepare monthly and annual GAAP financial statements and complex footnote disclosures that stand up to audit scrutiny. • Conduct technical review on complex, non-routine accounting positions and significant client deliverables. • Act as the internal technical expert, drafting and implementing accounting policies for startups. • Build and monitor internal control frameworks right-sized for startups—balancing risk mitigation with the speed of a remote, fast-paced environment. • Define, document, and enforce the quality control framework for client deliverables, including review checklists, sampling methodologies, and standards for technical accounting documentation. • Serve as a technical resource to internal client service teams, offering guidance, training, and documentation support on technical accounting standards and appropriate accounting. • Manage the tracking for internal issues and significant review points identified by the QC function, ensuring timely and effective remediation efforts are in place. • Translate complex data into clear narratives for founders, focusing on cash flow management, unit economics, and "what-if" scenario modeling. • Design real-time tracking for SaaS or E-commerce metrics (CAC, LTV, Churn) to drive data-backed board decisions. • Streamline the "close-to-report" cycle using cloud-based tech stacks. • Serve as the primary point of contact for founders, providing high-level oversight typically expected of a Controller or Audit Manager. • Lead clients through their first institutional audits, managing the relationship with external firms to ensure a seamless process.

• Overseeing all accounting operations, including invoicing, payroll, financial analysis and reporting. • Supervising, coaching and growing the internal finance team. • Identifying opportunities for automation and system improvements. • Communicating financial insights and ideas to influence business strategy. • Preparing and overseeing monthly and yearly financial closes.

• Own inventory valuation, reconciliation, and cycle/physical count auditing across client portfolios • Ensure accuracy between physical counts and system records; investigate and resolve variances quickly • Apply and maintain appropriate costing methodologies (FIFO, LIFO, weighted average) by client and industry • Identify and reduce shrinkage, obsolescence, and carrying cost exposure • Prepare monthly, quarterly, and annual financial statements in compliance with GAAP • Deliver detailed inventory reports, COGS analysis, and gross margin insights tailored to each client's business model • Build and maintain management reporting packages that drive real decisions, not just check compliance boxes • Analyze supply chain metrics including inventory turnover, days-on-hand, and reorder points • Develop and implement procedures to prevent stockouts, reduce overstocking, and improve working capital efficiency • Partner with operations and fulfillment teams to align financial controls with day-to-day workflows • Lead ERP and inventory software implementations, migrations, and optimization projects • Train client staff on accounting procedures, controls, and system best practices • Maintain data integrity across platforms and ensure audit-ready records at all times • Serve as a trusted financial advisor to founders and leadership teams on cash flow, purchasing strategy, and growth planning • Provide budgeting, forecasting, and scenario modeling with particular focus on inventory investment and COGS • Proactively flag financial risks and opportunities — you're a partner, not just a reporter • Participate in developing and supporting strategic & financial plans • Support with new revenue streams • Due Diligence, ASC606, equity, GAAP compliance, Audit Preparation • Support pricing decisions. Provide analysis to determine appropriate annual bill rate changes. Review PCEs and client contracts and help determine payment schedules. • Provide overall financial oversight and monitoring, including weekly cash flow forecasting, monthly financial close, and annual budgeting process. • Oversee client risk management, business insurance, and legal activities, including customer contracts, leases, and other legal documents and agreements. • Manage all accounting operations, including invoicing, A/R, A/P, general ledger, and project accounting. • Manage month-end and year-end financial close process. • Monitor the financial performance of clients. • Prepare timely monthly reporting, including financial statements, project profitability, and team utilization. • Evaluate variances in business results against plans/targets and provide business insights to help drive management decisions. • Manage cash and required draws on the line of credit. • Oversee accounting processes and systems to improve controls and drive efficiency. Optimize existing financial systems (QuickBooks Online, Bill.com, and Expensify) and/or adopt new financial systems as appropriate. Ensure all accounting processes and policies are well-documented. • Manage relationships with banks, tax accountants, and corporate insurance providers. • Manage, oversee, and execute administrative and operational functions.

• The Controller position is a hands-on role, responsible for implementing processes and systems for our clients - including mapping out needs, choosing a system, and setting up, and implementing the system. • You will be supporting our startup clients who need Controller help but may not have a need for an internal team at their growth stage (usually we work with Seed through Series C clients). • You’ll be working with a variety of clients, so the ability to context shift, communicate, prioritize, and evaluate needs is the most important thing you’ll be doing in this role. • You’ll be managing accountants and processes for our clients and possibly internally to Burkland, too, so you’ll want to have a background in management.

• This role has variety at its core. From facilitating client meetings to overseeing monthly and yearly financial closes, no day will be a typical day. • You will be supporting our startup clients who need Controller expertise at their growth stage (usually we work with Seed through Series C clients). So, there is always a lot of work to be done! • You’ll be working with a variety of clients, so the ability to context shift, communicate, prioritize, and evaluate needs is the most important thing you’ll be doing in this role. • You’ll be managing accountants and processes for our clients and possibly internally to Burkland, too, so you’ll want to have a background in management. • Embracing the agile and scrappy nature of startups is a must.

About Us Burkland’s core purpose is to Accelerate Dreams. So often, turning dreams into reality helps change the world. We thrive at the forefront of this transformation. Startups desire our professionals — they are the best in the business. Startups seek our content — we are an industry thought leader. Startups trust our expertise, so founders can focus on their companies, products and value-add. As a part of our demonstrated value, our clients raised over $3B just last year. At Burkland, we lead with our Core Purpose. We do this for both our clients and our employees. We believe that leaning on our Core Values (Fresh Perspectives, Exponential Value, Empathy, Trusted Partner) will lead to happy clients and happy employees. We are a remote-first company with over 190 incredible team members, more than 800 clients, and a commitment to Accelerating Dreams. The Role We’re looking for a Partnership Manager with a demonstrable record of success in managing key partnerships to drive more brand presence, content creation, leads, and new customers. You will be responsible for expanding existing partnerships and finding and managing new strategic relationships to drive referrals and thought leadership/content creation (white papers, webinars, panels, and more). You will report to the Chief Growth Officer and work closely with sales, marketing, and business development to meet your objectives and drive referrals and brand awareness from our partners. Responsibilities: Form a deep understanding of our startup ecosystem and the services we offer Enable, expand, and further monetize an existing set of strategic partners Enable and engage partners by creating thought leadership content - blog posts, webinars, etc., and through events, panels, parties, etc. Design effective partner co-marketing campaigns and materials with the help of marketing Put in processes to track partner engagement, referrals, and joint content creation Perform monthly and quarterly partner reviews of goals and refine forecasts Requirements: 401(k) with a company match to ensure you are ready for retirement. A generous home office expense reimbursement so you have the office you need to be productive. Forget the commute! We're a remote-first workplace, so you can work from your home office or from the beach, if you’d like! We offer a collaborative, communicative culture, driven by our Core Purpose + Values. We work with incredibly smart people who love to learn and share what they know. If this sounds like a team you'd like to be a part of, we'd love to hear from you. Base comp on this role is expected to be $90,000 - $120,000. Burkland Associates is committed to a diverse and inclusive workplace. Burkland Associates is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request accommodation, please visit our careers page https://burklandassociates.com/careers/ .

• Develop financial models which are understandable, insightful and adaptable. • Create and present financial strategy recommendations to the CEO. • Prepare and present the finance section of client Board meetings. For some clients, fallback is to attend Board meetings and answer finance-related questions. • Be an integral part of client fundraising processes – help size round, model cap table scenarios/dilution, assist with pitch deck preparation, make investor introductions, participate in investor pitches. • Lead PC/MSO finance operations and reporting: run close, budgeting/forecasting, KPI dashboards, and board/investor updates across entities. • Manage structure economics and compliance: oversee MSO service agreement, intercompany billing/allocations/settlements, provider comp, and practice unit economics to align PC compliance with MSO profitability. • Drive performance and scalability: improve revenue cycle and cash planning, tighten vendor/shared-services spend, strengthen controls/audit readiness, and support growth initiatives (de novos, M&A). • Have happy clients as demonstrated by periodic CEO feedback and strong NPS scores. • Identify cross-sell opportunities for Burkland bookkeeping, tax and HR services, make introductions and referrals. • Overhead tasks (timesheets, invoice approvals, client reporting updates) done on time, accurately, without reminding. • Lead or help organize 1 CFO knowledge share presentation per year. • Author at least 3 short-form blog posts or content submissions per year.