• Build and lead a high-performing accounting organization • Implement a structured month-end close process • Establish scalable accounting policies, procedures, and internal controls • Deliver timely financial insights for leadership decision-making • Partner closely with technology, finance, and operations teams

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. - US-based remote workforce and global delivery team in India. - Fills a widening service gap in the SMB market. - Addresses increasing demand for quality insights in a competitive marketplace. - Responds to decreasing supply of CPAs and quality in-house talent. - Mitigates cost frictions associated with scaling internal back-office teams. Qualifications - Experience in Business Process Management (BPM). - Understanding of Essential Business Services (EBS). - Familiarity with tech-enabled platforms. Requirements - Ability to work with small- and medium-sized businesses (SMBs) and startups. - Strong analytical skills for providing insights. - Experience in corporate development and M&A strategies. Benefits - Opportunity to work with a US-based remote workforce. - Engagement in a rapidly growing market. - Access to a diverse range of service offerings. Company Description Escalon Services has executed both an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross-sell/up-sell. In late 2022, New Harbor Capital made a growth equity investment in Escalon Services. - New Harbor Capital is a lower middle-market private equity firm based in Chicago. - Focuses on growth-minded, founder-owned companies. - Committed to optimizing growth potential while respecting long-term visions. - Has raised over $750M in capital across three funds. - Focus areas include tech-enabled services, healthcare, and education services.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description More about Escalon Services: - Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. - The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. - With a US-based remote workforce and global delivery team in India, Escalon’s solution fills a widening service gap in the SMB market. - Key factors include: - Increasing demand for quality insights in an increasingly competitive marketplace. - Decreasing supply of CPAs and quality in-house talent. - Cost frictions associated with scaling internal back-office teams as businesses grow. - Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross-sell/up-sell. - Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. - Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers. Company Description - New Harbor Capital is an experienced, lower middle-market private equity firm that seeks to partner with growth-minded, founder-owned companies. - Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long-term visions. - The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. - New Harbor recognizes the importance of finding the right partner and is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. - As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. - New Harbor Capital has raised over $750M in capital across three funds and focuses on tech-enabled services, healthcare, and education services.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are hiring a Founding Finance Lead to build and own the financial architecture of a rapidly scaling services business. This is not a traditional accounting or controller role — it is a strategic finance position focused on building financial systems, models, and decision frameworks that support a high-growth company. - Work directly with the CEO to drive P&L planning, financial modeling, client unit economics, pricing strategy, and operational capacity planning. - Ideal for someone who thrives in 0→1 environments and enjoys building financial infrastructure before the company reaches scale. Key Responsibilities - Financial Infrastructure & Modeling - Own and manage the company P&L end-to-end, including revenue, delivery costs, gross margin by client, operating expenses, and net margin. - Design and maintain financial models that connect operational metrics to financial outcomes. - Build and operate capacity planning models accounting for offshore engineers, contractors, and full-time staff. - Lead the annual budgeting process with quarterly reforecasting to ensure financial planning remains dynamic. - Develop cash flow forecasting frameworks that account for retainer billing cycles and delivery cost timing. - Client Economics & Pricing Strategy - Build client-level financial views including CAC, LTV, payback period, and margin per engagement. - Partner with the CEO on pricing strategy and new service offerings, modeling margin implications before launch. - Track financial impact of client expansion, retention, and churn. - Provide clear financial insights that support strategic business decisions. - Systems, Integrations & Financial Tech Stack - Own the financial systems stack, including Stripe, QuickBooks (or similar), and integrations with operational tools like Airtable and HubSpot. - Build automated reporting pipelines that surface financial KPIs without manual spreadsheet exports. - Develop AI-assisted workflows for financial modeling, reporting, and automation using tools such as Claude or similar AI platforms. - Ensure financial reporting infrastructure scales with the company’s growth. - Strategic Finance & Investor Readiness - Maintain board-ready financial reporting on an ongoing basis. - Build and manage a live investor data room with accurate financial documentation. - Develop scenario models for fundraising, partnerships, and acquisition opportunities. - Serve as a strategic partner to the founder, translating financial insights into actionable business decisions. Qualifications - Proven experience building financial infrastructure in a 0→1 startup environment. - Prior finance leadership experience in agency, services, or professional services businesses. - Advanced financial modeling expertise, including building three-statement models from scratch. - Strong strategic finance mindset — comfortable advising on pricing, margins, and business strategy. - Experience owning and managing financial systems and integrations (Stripe, QuickBooks, or similar tools). - Ability to translate financial insights into clear operational and strategic recommendations. Strongly Preferred - Experience using AI tools such as Claude for financial modeling, automation, or reporting workflows. - Exposure to international finance operations, including multi-currency environments and global contractors. - Experience preparing companies for fundraising or investor due diligence processes. - Familiarity with demand generation or outbound-driven business models. Benefits - 💻 Fully Remote: Work from anywhere with international teams - 🚀 Career Growth: Join companies in SaaS, MarTech, and B2B services - 🤝 Peer Community: Connect with high-performing sales professionals in our network - 🧭 Ongoing Support: Receive guidance from Huzzle before and after placement - 💰 Tailored Compensation: Salaries vary by client and candidate preference — we’ll match you with options that fit your goals