Graphite Financial Group

Role Description Support Graphite Financial’s US-based Tax Management team on a large, active partnership tax engagement and contribute to the broader Tax Service Line on an ongoing basis. The Tax Associate — Partnership Tax Support is a full-time, permanent member of the Graphite tax team based in India, responsible for executing partnership tax preparation, compliance support, and general tax assistance under the direction of senior US-based tax professionals. This role begins immediately with a high-volume, time-sensitive partnership tax engagement running through September 15. From day one, you will be expected to contribute meaningfully including: - Preparing returns - Processing K-1s - Maintaining workpapers - Supporting the engagement team with accuracy and professionalism Beyond the immediate project, this is a permanent role with a long-term career path within Graphite’s growing Tax Service Line. This role is based in India and supports US-based clients and colleagues. You will work in English, operate to US GAAP and US federal tax standards, and be held to the same quality and professionalism expectations as any Graphite team member. Immediate availability to join is a firm requirement. Candidates who require a notice period cannot be considered at this time. Qualifications - Bachelor’s degree in Accounting, Finance, or a related field required - 2–5 years of tax experience with direct, hands-on exposure to US federal tax compliance; experience in a US-facing outsourced tax or shared services environment is strongly preferred - Demonstrated experience with partnership tax compliance; Form 1065 preparation, K-1 processing, and basic allocation schedules are required - Working knowledge of US GAAP and US federal tax concepts applicable to pass-through entities and corporations - Proficiency in at least one professional US tax software platform (CCH Axcess, UltraTax, Lacerte, or similar) strongly preferred - Strong written English communication skills - Demonstrated ability to manage multiple assigned workstreams accurately and on deadline in a high-volume environment - Immediately available to join Requirements - US Tax Knowledge: Understand US federal tax concepts — particularly as they apply to partnerships and pass-through entities - Partnership Tax Fundamentals: Experience in preparing or supporting the preparation of Form 1065 returns, processing K-1 packages, and working with allocation schedules - Accuracy Under Volume and Pressure: Ability to maintain accuracy even under high volume and compressed timelines - Execution Without Constant Direction: Ability to take clear instructions, execute accurately, and ask precise questions when necessary - Professional Written Communication in English: Clear, professional, and accurate written communication at all times - Cross-Timezone Reliability: Reliability and responsiveness across significant time differences - Immediate Availability: Must be able to join immediately and contribute from the first day Core Responsibilities - Partnership Tax — Primary Focus: - Prepare federal and state partnership tax returns (Form 1065) and supporting schedules under the review and direction of the US-based Tax Manager or Senior Tax Manager - Calculate and document basic 704(b) capital account maintenance and book-tax differences under senior supervision - Respond to review notes from the Tax Manager promptly and completely, resolving open items without requiring repeated follow-up - General Tax Support — Secondary: - Support the broader Tax Service Line with federal and state income tax compliance for C-corporations and multi-entity structures as assigned - Assist in the preparation of tax planning support, technical research summaries, and client communication support materials under senior direction - Help maintain tax calendars, filing trackers, and deadline management tools across the engagement portfolio - Support data gathering, organizer preparation, and return assembly tasks across a variety of client entity types - Workpaper & Documentation: - Maintain complete, organized workpaper files for all assigned returns, structured to a standard that supports efficient review and filing by US-based senior staff - Flag technical questions, data gaps, or issues that could affect return accuracy to the Tax Manager immediately and with clear context - Contribute to process documentation and template maintenance as the Tax Service Line grows and scales Before You Apply - Do you have direct experience supporting or preparing US partnership tax returns, including Form 1065 and K-1 packages? - Are you immediately available to join — with no notice period outstanding? - Are you based in India and able to work remotely in a full-time, permanent capacity? - Is your written English communication at a professional standard suitable for daily interaction with US-based colleagues and senior leadership?

Role Description Ensure high-quality, consistent client delivery across an assigned team of CPG-focused Client Leads and staff by enabling, coaching, and coordinating their work. The Accounting Senior Manager — CPG Team Lead is accountable for team effectiveness across a portfolio of consumer packaged goods clients — not just individual client outcomes. This role requires both delivery leadership and people leadership, and carries formal responsibilities for performance reviews, career coaching, and development planning. CPG is a demanding vertical. Clients in this space deal with trade promotion complexity, multi-channel revenue structures, inventory and landed cost challenges, and margin pressure that requires precision at every level. The Team Lead must be fluent enough in CPG accounting to coach Client Leads through these challenges credibly — and to recognize quality work product when they review it. Qualifications - Bachelor’s degree in Accounting required; CPA required - 7–10 years of accounting experience including at least 2 years in a client lead, manager, or team leadership role; public accounting (Manager level) or outsourced accounting leadership experience strongly preferred - Demonstrated CPG accounting experience — this is a firm requirement. Candidates must be able to speak specifically to trade promotion accounting, inventory reconciliation, landed cost, and multi-channel COGS in a CPG context - Familiarity with CPG-specific platforms and operational systems including QuickBooks Online, NetSuite, Cin7, Shopify, and 3PL management systems preferred - Deep working knowledge of GAAP with direct experience navigating startup-specific accounting complexity: SAFEs, convertible instruments, ASC 606, equity compensation, and more - Demonstrated ability to manage a team and a client portfolio simultaneously without sacrificing quality on either - Strong coaching and feedback skills — you have developed junior accounting professionals before and take that responsibility seriously - Excellent written and verbal communication skills; executive presence in client-facing situations - Experience working in a remote professional services environment is strongly preferred Requirements - CPG Accounting Fluency: Understand CPG accounting at a practitioner level — trade spend, deductions, landed cost, inventory reconciliation, gross-to-net revenue across channels. - Leadership Without Proximity: Set clear expectations, provide consistent coaching, and hold your team accountable — entirely through remote communication and structured operating rhythms. - Client Credibility: Maintain the technical depth and professional presence to engage senior CPG client contacts directly when needed. - Coaching Over Fixing: Make Client Leads better — not to do their work for them. - Responsiveness at Scale: Model the responsiveness expected from your team. - Accountability for Team Outcomes: Own what your team delivers across the CPG portfolio. - Professional Standards Enforcement: Hold Client Leads and Associates to a high bar for written communication, client interaction, and deliverable quality. Benefits - Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Company-paid Short-Term and Long-Term Disability insurance. - Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k with a company match.

Role Description Ensure high-quality, consistent client delivery across an assigned team by enabling, coaching, and coordinating Client Leads and staff. The Team Lead is accountable for team effectiveness — not just individual client outcomes. This is a leadership role that requires the ability to develop people, manage execution quality at scale, and maintain Graphite’s delivery standards across a full book of client engagements. Team Leads also carry formal people management responsibilities including performance reviews, career coaching, and development planning. This is a fully remote leadership role within a client-facing professional services organization. You lead a team within a diverse and distributed workforce. Your standards, communication, and judgment define what your team delivers. The following qualities are essential: - Leadership Without Proximity: Set clear expectations, provide consistent coaching, and hold your team accountable — entirely through remote communication and structured operating rhythms. - Client Credibility: Maintain the technical depth and professional presence to engage senior client contacts directly when needed. - Responsiveness at Scale: Model the responsiveness you expect from your team; move fast, communicate clearly, and resolve issues. - Coaching Over Fixing: Make Client Leads better — your first instinct is to coach, not do. - Accountability for Team Outcomes: Own what your team delivers; identify problems early and solve them. - Professional Standards Enforcement: Hold Client Leads and Associates to a high bar for written communication, client interaction, and deliverable quality. Qualifications - Bachelor’s degree in Accounting required; CPA required - 7–10 years of accounting experience including at least 2 years in a client lead, manager, or team leadership role; public accounting (Manager level) or outsourced accounting leadership experience strongly preferred - Deep working knowledge of GAAP with direct experience navigating startup-specific accounting complexity: SAFEs, convertible instruments, ASC 606, equity compensation, and more - Demonstrated ability to manage a team and a client portfolio simultaneously without sacrificing quality on either - Strong coaching and feedback skills — developed junior accounting professionals before and take that responsibility seriously - Excellent written and verbal communication skills; executive presence in client-facing situations - Proficiency in QuickBooks Online; experience with NetSuite, Sage Intacct, or similar platforms preferred - Experience working in a remote professional services environment is strongly preferred Requirements - Coach Client Leads on solution design, client management, delivery approach, and professional judgment - Review client engagement approaches for technical risk, complexity, or inconsistency with firm standards — and redirect when necessary - Serve as the first escalation point for delivery challenges, client issues, and team capacity problems - Ensure all work produced by the team meets Graphite’s quality standards before it reaches clients - Conduct formal performance reviews and ongoing career development conversations with direct reports - Identify capability gaps within the team and address them through coaching, training, or other resources - Balance workload across Client Leads and adjust resourcing to manage close peaks, client demands, and coverage risks - Drive execution consistency across clients without creating bureaucratic overhead - Ensure no client engagement is dependent on a single person — cross-training and documentation are standing expectations - Maintain a purposefully limited personal client book using direct client execution to stay technically current, model the standards you set for your team, and remain credible as a coach and escalation resource - Partner cross-functionally across service lines and teams to translate firm-wide standards into practical, client-ready execution within your team - Surface recurring delivery issues, client patterns, and improvement opportunities to the Director proactively Benefits - Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Company-paid Short-Term and Long-Term Disability insurance. - Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k with a company match.

Role Description Graphite is looking for an experienced and process-driven Accounting Manager/Client Lead ready to step into a high-impact leadership role, guiding the financial strategy for a portfolio of high-growth startup clients. We are seeking a dynamic and strategic leader with a proven record of establishing strong financial controls and successfully scaling accounting operations. This is a hands-on position that requires deep technical expertise, exceptional client relationship skills, and a passion for the fast-paced world of startups. What You'll Be Leading - This role is the direct owner of the client relationship, often partnering directly with the CEOs and executive teams of innovative, rapidly scaling companies. - You won't just oversee, you'll strategize, implement, and deliver the financial clarity essential for their growth. Client Management and Leadership - Serve as the primary, high-touch contact for clients, owning the relationship and providing strategic advice on high-level accounting, managerial accounting, and financial activities. Team Development - Manage, coach, and mentor a team of Staff and Senior Accountants, providing detailed review of their work to ensure impeccable quality and accuracy in financial reporting. Operational Excellence - Oversee all accounting functions, including the end-to-end monthly close process, financial statement preparation, and ensuring the smooth execution of day-to-day transactional work. Strategic Project Management - Coordinate and lead all activities for critical ad hoc projects, including external audits, due diligence support, and complex technical accounting research. Financial Insight - Deliver accurate, timely, and actionable client financial reporting to drive key decision-making. - This includes sophisticated analysis of key financial metrics, trends, and variances. Cross-Functional Collaboration - Partner closely with our internal Finance and Tax departments to ensure every client's financial need is met with an exceptional level of customer service. Qualifications - Approximately 8+ years of relevant client-facing accounting experience (public accounting or corporate accounting). - At least 2 years of experience managing a team. - A Bachelor's or Master's degree in Accounting is required. - A CPA or MBA is highly preferred, but not mandatory. - Expertise in Web3 (Crypto) accounting and/or Consumer Packaged Goods (CPG) accounting is a plus. - Significant experience with core GL platforms like QuickBooks Online, NetSuite, or Sage Intacct. - Exposure to modern, tech-forward systems (e.g., Bill, Ramp, Stripe, Gusto, Rippling, Cin7, Brex). - Strong communication skills with the ability to translate complex accounting concepts into clear, concise language for clients, executives, and non-financial stakeholders. - A team player comfortable in a fast-paced environment, possessing a high degree of professionalism, motivation, and a genuine passion for working with growing startup companies. Benefits - Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Company-paid Short-Term and Long-Term Disability insurance. - Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k with a company match. Compensation Compensation for this role is highly competitive and will be determined based on the successful applicant's experience with special consideration given to proven Web3 (Crypto) and CPG accounting expertise as well as geographic location.

Role Description Graphite Financial is seeking an experienced independent tax contractor to deliver partnership tax work product on a large, active client engagement running through September 15. This is a project-based independent contractor engagement, not an employment relationship. The contractor will be responsible for delivering defined tax work product — accurately, completely, and by agreed deadlines — using their own professional judgment and expertise. The engagement requires genuine partnership tax experience. Contractors must be capable of delivering quality work product with minimal instruction on technical matters. This project demands expertise, not a learning opportunity. Contractors who deliver strong work product throughout the engagement may be considered for a full-time employment offer with Graphite Financial’s Tax Service Line at the conclusion of the project. Engagement Terms - Engagement type: Independent contractor — 1099 - Duration: Immediate start through September 15 - Estimated scope: 600+ hours over the engagement period - Work location: Contractor’s own location — fully remote - Schedule: Contractor sets their own schedule; deliverables are due by agreed dates - Rate: Commensurate with experience — competitive with current market rates for contract partnership tax professionals Engagement Deliverables The contractor is responsible for delivering the following work product to agreed quality standards and deadlines. Partnership Tax Returns & Compliance - Completed federal and state partnership tax returns (Form 1065) and supporting schedules, prepared to a standard suitable for senior review and filing - Accurate, reconciled K-1 packages reflecting correct partner allocations consistent with partnership agreement terms - Book-to-tax adjustment workpapers, trial balance reconciliations, and organized, labeled workpaper files ready for review - Basic 704(b) capital account maintenance schedules and book-tax difference documentation - State and local partnership filings, composite returns, and withholding calculations as scoped Workpaper & Documentation Deliverables - Complete, organized workpaper files for each return, structured to a standard that supports efficient review and filing - Written responses to any review questions, resolved completely and returned by agreed turnaround - Clear written documentation of any technical issues, data gaps, or open items identified during preparation, submitted promptly upon discovery Research & Technical Support (As Scoped) - Written tax research summaries on specific issues, as requested and scoped, delivered by agreed deadlines - Supporting analysis and documentation for technical positions taken on returns, where applicable What We Are Looking For This engagement requires a contractor who can deliver professional-quality partnership tax work product independently. The following qualifications are required: - Partnership Tax Experience: You have prepared Form 1065 returns, processed K-1 packages, and worked with allocation schedules. You understand the technical substance of what you are preparing. - Deliverable Accountability: You own your deadlines. Work product is delivered accurately and on time. If a deadline is at risk, you communicate that early — not after the fact. - Technical Self-Sufficiency: You resolve technical questions through your own research and expertise. You do not require step-by-step direction on standard partnership tax compliance work. - Accuracy at Volume: This engagement involves significant volume over a compressed timeline. Your work product must be accurate even when the pace is high. - Professional Communication: You communicate clearly and professionally in writing. You provide timely updates on deliverable status and surface issues promptly and specifically. - Immediate Availability: The engagement has already begun. Contractors must be available to deliver their first work product without delay. Qualifications - Bachelor’s degree in Accounting, Finance, or a related field required - CPA or active CPA candidacy strongly preferred - 1–4 years of tax experience with direct, hands-on partnership tax compliance experience — Form 1065 preparation and K-1 processing are required; candidates without this experience will not be considered - Proficiency in at least one professional tax software platform (CCH Axcess, UltraTax, Lacerte, or similar) - Demonstrated ability to deliver accurate, complete tax work product on deadline - Strong written communication skills in English - Currently authorized to work in the United States as an independent contractor - Immediately available to begin the engagement Measures of Engagement Success This is an outcomes-based engagement. Success is defined by the quality and timeliness of delivered work product, not by hours logged or methods used. - Partnership tax returns and workpapers are delivered accurately, completely, and by agreed deadlines - K-1 packages and allocation schedules are technically sound and require minimal revision upon review - Open items and technical issues are identified and communicated promptly — not discovered late in the review process - Workpaper files are organized, labeled, and structured to a standard that supports efficient review and filing - The overall quality of work product delivered throughout the engagement supports a full-time employment conversation at project close Before You Apply - Do you have direct experience preparing partnership tax returns, including Form 1065 and K-1 packages? - Are you available to begin delivering work product immediately? - Can you commit to delivering approximately 600+ hours of work product through September 15? - Are you currently authorized to work in the United States as an independent contractor?

Role Description This role is open for immediate hire and start date due to an incoming, large-scale client engagement that requires a highly capable tax professional ready to contribute from day one. The right candidate is not looking for a ramp — they are ready to lead. The project runs through September 15 and will require significant time commitment through that date. Beyond the project, this is a full-time role with a growing firm and a long-term career path. Serve as a Tax Manager and project leader within Graphite Financial’s Tax Service Line, owning the delivery of complex tax engagements for a portfolio of startup, growth-stage, and VC-backed clients. The Tax Manager brings deep technical expertise in partnership taxation, the organizational discipline to manage large, multi-workstream projects, and the professional presence to serve as a trusted advisor to founders and management teams. Qualifications - Bachelor’s degree in Accounting, Finance, or a related field required; Master’s in Taxation (MST) or LLM in Taxation strongly preferred - CPA required - 6–10+ years of tax experience with significant focus on partnership taxation; public accounting background (Manager or Senior Manager level) strongly preferred - Demonstrated expertise in Form 1065 preparation and review, K-1 packages, 704(b)/(c) allocations, basis tracking, and complex partnership structures - Proven experience managing large, multi-workstream tax projects with tight deadlines and multiple stakeholders - Experience advising VC-backed, early-stage, and growth-stage companies on tax planning, entity structure, and compliance - Familiarity with startup-specific tax matters including QSBS, Section 83(b) elections, R&D credits, and equity compensation taxation - Strong written and verbal communication skills; ability to explain complex tax positions clearly to non-tax audiences - Immediate availability to start and commitment to the project timeline through September 15 are firm requirements - Experience working in a remote, multi-client professional services environment is strongly preferred Requirements - Direct, hands-on partnership tax experience — including Form 1065 preparation, K-1s, and 704(b)/(c) allocations - Availability to start immediately - Commitment to the upcoming project’s significant time demand through September 15, including approximately 600+ hours over the project period - Currently located and authorized to work in the United States Benefits - Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Company-paid Short-Term and Long-Term Disability insurance. - Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k with a company match.

Role Description Own complex accounting areas independently across a portfolio of US-based consumer packaged goods (CPG) companies, contributing directly to the quality and timeliness of the month-end close. The Senior Associate, Accounting — CPG is a key execution partner to Graphite’s Client Leads and Team Leads, operating with autonomy, sound accounting judgment, and a deep understanding of how CPG businesses are structured and how their books work. This is a remote role based in India, supporting US-based clients and working closely with a US-based engagement team. You will be expected to operate with a high degree of professionalism, communicate clearly across time zones, and hold yourself to the same standards as any Graphite team member — regardless of geography. CPG accounting experience is essential. Candidates without it will not be considered. Qualifications - Bachelor’s degree in Accounting, Commerce, or a related field required; CA (Chartered Accountant) qualification or active pursuit strongly preferred - 3–6 years of professional accounting experience with direct, hands-on ownership of complex accounting areas; experience working with US-based clients or in a US GAAP environment is required - Demonstrated CPG accounting experience — this is a firm requirement, not a preference. Candidates must be able to speak specifically to trade promotion accounting, inventory reconciliation, and multi-channel COGS in a CPG context - Strong working knowledge of US GAAP; experience applying it in practice across journal entries, reconciliations, and financial statement preparation - Proficiency in QuickBooks Online and Microsoft Excel; familiarity with NetSuite, Sage Intacct, Cin7, or similar platforms a strong plus - Experience working in an outsourced accounting, shared services, or BPO environment serving US-based clients is strongly preferred - Excellent written English communication skills — your emails, documentation, and work product will be reviewed by US-based colleagues and must meet a high professional standard - Demonstrated ability to manage multiple workstreams across different client engagements simultaneously without sacrificing accuracy or timeliness Requirements - CPG Accounting Fluency: Understand the mechanics of CPG accounting at a practitioner level — trade spend, COGS structure, inventory valuation, landed cost, deductions. - US GAAP Proficiency: Work to US GAAP standards, not just in principle but in practice. - Independent Ownership: Manage assigned accounting areas from start to finish without requiring daily direction. - Professional Written Communication: Communicate clearly and professionally in English — in writing and on calls. - Cross-Timezone Reliability: Work with a US-based team across a significant time difference. - Responsiveness: Acknowledge requests, provide updates proactively, and close loops without being chased. - Coachability: Receive feedback from Client Leads and Team Leads directly and act on it quickly. Benefits - Competitive Health and Wellness Plan - Company-paid Short-Term and Long-Term Disability insurance - Paid Time Off, Paid holidays, and paid maternity and Paternity leave - Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup

Role Description Own the client relationship and full accounting delivery for an assigned portfolio of consumer packaged goods (CPG) companies — from early-stage emerging brands to scaling, VC-backed operations. The Accounting Manager - CPG Client Lead is the primary point of accountability for quality, timeliness, client satisfaction, and team execution across every engagement they manage. CPG companies present a distinct and demanding set of accounting challenges: - Complex cost structures - Multi-channel revenue streams - Trade spend management - Inventory valuation - Margin pressure that requires precision at every level of the P&L This role requires someone who has operated in that environment. Qualifications - Bachelor’s degree in Accounting required; CPA strongly preferred - 4–7 years of accounting experience with direct ownership of month-end close; public accounting (Senior Associate or Manager level) or outsourced accounting experience strongly preferred - Demonstrated, hands-on experience with CPG accounting — this is a non-negotiable requirement - Deep familiarity with trade promotion accounting, deductions management, landed cost and inventory valuation, gross-to-net revenue, and COGS structure in a multi-channel CPG context - Experience working with CPG brands that sell through retail, DTC, Amazon, and distributor channels - Familiarity with common CPG technology and operational platforms including NetSuite, QuickBooks Online, Cin7, Inventory Planner, Shopify, and 3PL management systems - Strong working command of GAAP with hands-on experience applying it in startup or growth-stage CPG company contexts - Demonstrated ability to manage multiple client relationships simultaneously and deliver consistently on deadlines - Excellent written and verbal communication skills; ability to translate financial information clearly for founders and non-finance operators - Experience with VC-backed company structures, SAFE and convertible note accounting, and investor reporting is a strong plus Requirements - CPG Industry Fluency - Client Relationship Ownership - Proactive Communication - Executive Presence - Responsiveness - Judgment Under Ambiguity - Accountability Benefits - Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Company-paid Short-Term and Long-Term Disability insurance. - Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k with a company match.

Graphite is looking for an experienced and process-driven Accounting Manager/Client Lead ready to step into a high-impact leadership role, guiding the financial strategy for a portfolio of high-growth startup clients. We are seeking a dynamic and strategic leader with a proven record of establishing strong financial controls and successfully scaling accounting operations. This is a hands-on position that requires deep technical expertise, exceptional client relationship skills, and a passion for the fast-paced world of startups. What You'll Be Leading This role is the direct owner of the client relationship, often partnering directly with the CEOs and executive teams of innovative, rapidly scaling companies. You won't just oversee, you'll strategize, implement, and deliver the financial clarity essential for their growth. - Client Leadership: Serve as the primary, high-touch contact for clients, owning the relationship and providing strategic advice on high-level accounting, managerial accounting, and financial activities. - Team Development: Manage, coach, and mentor a team of Staff and Senior Accountants, providing detailed review of their work to ensure impeccable quality and accuracy in financial reporting. - Operational Excellence: Oversee all accounting functions, including the end-to-end monthly close process, financial statement preparation, and ensuring the smooth execution of day-to-day transactional work. - Strategic Project Management: Coordinate and lead all activities for critical ad hoc projects, including external audits, due diligence support, and complex technical accounting research. - Financial Insight: Deliver accurate, timely, and actionable client financial reporting to drive key decision-making. This includes sophisticated analysis of key financial metrics, trends, and variances. - Cross-Functional Collaboration: Partner closely with our internal Finance and Tax departments to ensure every client's financial need is met with an exceptional level of customer service. Who You Are You are a strategic operator with the drive to build robust financial infrastructure for the next generation of industry leaders across a diverse portfolio of startups. - Experience: You bring approximately 8+ years of relevant client facing accounting experience (public accounting or corporate accounting), with at least 2 years of experience managing a team. - Education: A Bachelor's or Master's degree in Accounting is required. A CPA or MBA is highly preferred, but not mandatory. - Technical Expertise: Expertise in Web3 (Crypto) accounting and/or Consumer Packaged Goods (CPG) accounting is a plus. - System Proficiency: Significant experience with core GL platforms like QuickBooks Online, NetSuite, or Sage Intacct, plus exposure to modern, tech-forward systems (e.g., Bill, Ramp, Stripe, Gusto, Rippling, Cin7, Brex). - Communication: Possess strong communication skills with the rare ability to translate complex accounting concepts into clear, concise language for clients, executives, and non-financial stakeholders. - Mindset: You are a team player comfortable in a fast-paced environment, possessing a high degree of professionalism, motivation, and a genuine passion for working with growing startup companies Comprehensive Benefits & Perks: - Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Financial Security: Company-paid Short-Term and Long-Term Disability insurance. - Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k: With a company match Compensation for this role is highly competitive and will be determined based on the successful applicant's experience with special consideration given to proven Web3 (Crypto) and CPG accounting expertise as well as geographic location.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are looking for a Director, Finance Operations to join our growing FP&A team. Ideal candidates have experience leading teams in financial analysis and reporting, budgeting and forecasting, and data analysis and presentation. If you are analytical, inquisitive, and enjoy diving into financial data, you’re in the right place. We believe data is meaningless if it doesn’t tell a larger story. Candidates should be skilled in presenting financial results clearly with high-impact visualizations and other presentation tools. This is a client-facing role and candidates should be confident leading client discussions independently, delivering and interpreting financial results, and providing fundraising support. Candidates with early-stage startup experience in finance, or FP&A roles are preferred, as are candidates with client-service experience and CPG or SaaS industry experience. As the Director of Finance, you will sit at the intersection of strategic delivery and operational scaling, ensuring that Graphite’s 'Finance-as-a-Service' model remains the gold standard for early-stage startups. This is a "Player-Coach" role. You will lead by example with a curated book of high-impact clients while simultaneously building the systems, capacity planning models, and talent pipelines that allow your team to thrive. Some of What You’ll Do: - Day to Day Finance Department Leadership - Leadership: Lead a team of Senior Managers and Analysts in delivering these services to clients, including coaching on execution, prioritization, and delivery leadership - this includes performance reviews and other managerial responsibilities. - Resourcing: Own resource planning across the Finance service offering. - Hiring: Partner with People Ops to assist in the recruiting and hiring process, including overseeing the onboarding of new finance team members. - Scoping: Support in reviewing potential client needs to understand and bridge the gap between our sales team and client; internal skillsets, capacity, onboard timelines and expectations. - Customer & team advocacy: Intervene when things are not going the way we expected; whether a client has a change happening and needs different support, a client is unhappy or has mismatched expectations, or restaffing is required. Bridge the gap between the client and the team. - Oversee onboarding: Ensure onboarding flow is well developed, repeatable and executed on. - Client Service (for a subset of clients (~50% of time): - Lead service delivery to Graphite clients and act as their principal financial partner. - Build financial dashboards that use visualization to communicate results and tell a “story.” - Prepare and present comprehensive monthly financial reports to multiple clients, including all financial statements, trend reporting, budget vs. actual reporting, and key metrics. - Develop assumptions-driven financial models that empower clients to forecast company performance, assess headcount and resource needs, manage runway, and plan for fundraising. - Work closely with client teams to understand key performance drivers for their business. - Prepare detailed reporting on unit economics and margin analysis. - Lead annual and quarterly budgeting processes for multiple clients. - Collaborate with accounting teams to understand underlying data. - Perform ad-hoc analysis for clients on pricing strategy, margin sensitivity, cash burn scenarios, etc. Qualifications - 10+ years’ experience in financial planning, analysis, and reporting. - 5+ years of experience managing high-performing finance teams. - Bachelor’s degree in Accounting or Finance with knowledge of GAAP/accrual principles. - Deeply analytical with advanced Excel skills. - Confident and polished presenter of complex financial metrics and analysis. - Excellent written and verbal communication. - Proficient with Business Intelligence platforms (i.e. Tableau, PowerBI, Grow, Looker, etc.). - Expertise with cloud-based accounting, reporting and FP&A platforms (i.e. QBO, Xero, Rillet, Aleph, LiveFlow, Mosaic, Runway, etc.). - Highly organized, ability to prioritize work, meet deadlines, and manage multiple clients. - Ability to work independently, as well as collaborate with a virtual team. - Exceptional analytical, reasoning, and problem-solving skills. - Aligned as a partner with the client team. - Ability to deliver a polished and professional presentation. - Comfortable with ambiguity in order to develop work product to meet the needs of a variety of client industries and stage of operations. Benefits - Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Company-paid Short-Term and Long-Term Disability insurance. - Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k with a company match.