SmartServ(www.smartserv.io) is a product startup from the house of award-winning SaaS business solutions. SmartServ's founding team consists of UW Madison, UC Berkeley alumni with strong-domain knowledge having built top-notch products and implementing them at Fortune 500 companies.
SmartServ is on a mission to build a powerful AI-powered assistant enabling service business' to focus and increase their sales metrics by scoring on lead opportunities which are ideally lost in the field. We are constantly mining recommendations to help service contractors gain efficiency and helping them spend more time in front of customers, not computers. Our customers stay in control of their business and have visibility into the most important data and metrics required and we give them insights to do more.
At SmartServ, we aren’t a company of silos. Team members are empowered and encouraged to pursue out-of-the-box ideas, think for themselves, and make mistakes. We encourage you to challenge our status quo.
We are looking to hire a FINANCE resource to work on the company's accounting, financial reporting, and compliance functions in a SaaS environment.
This resource is expected to support the CEO and the company in a fully distributed team. Reporting to the CEO, he/she will be responsible for managing aspects of the financial operations across the entire organization. He/ She will collaborate across multiple stakeholders and implement best practices in financial planning, budgeting, analysis, strategy, and compliance. This resource will thrive in a culture of accountability and transparency and be highly responsive to the needs of the continually evolving organization. The individual will have exceptional attention to detail, but will also be a strategic thinker, excited by the opportunity to test ideas and lead projects that impact the company.
@Smartserv you will:
Work with internal business teams to keep track of individual and team level metrics. Report outliers to management and help the leadership take data related decisions
Maintain and prepare accounts of the company including financial statements, MIS, and other financial reports. Should be able to use Quickbooks
Prepare and process payroll with the help of the CA team (using Paybooks) and assist management in preparing incentive calculations, reviews, and payments
Ensure accuracy of employee master data regularly
Own leave management system - track employee leaves and attendance
Prepare and update Annual Operating Plan(AOP) on a monthly basis to understand the movement of the runway, expected profitability and business movement in the future
Coordinate with external consultants for ensuring compliance timelines are achieved, including return filings, payments, etc
Work closely with internal business teams to track customer collections, renewals and upsell
Review and manage company expenses, including operation costs, employee expenses, software, and hardware expenses.
Take care of employee reimbursements and incentives with strict SLA adherence
Track committed employee compensations, in terms of retention and performance bonuses and coordinate with stakeholders to meet timelines for payouts
Track appraisal cycles of all employees and coordinate with stakeholders from the HR team to meet timelines for payouts
Closely work with vendors on the supply of goods & services and negotiate commercials and payment terms
Work closely with internal business teams to prepare and update customer refund policy. Also, ensure redressal of customer refund request
Take care of any other ad hoc projects related to finance or legal / compliances
Traits and characteristics we are looking for:
The knack for numbers - Should have a good understanding of how business numbers are driven. Good numerical skills
Planning - Should be able to plan out projects, define milestones to achieve them, and adhere to the SLA in terms of deliverables. Should be vocal about deviations
Software tools - Should have sound knowledge of excel, google sheets, and docs. Experience and knowledge with any MIS software, Quickbooks, Paybooks will earn brownie points.
Solid Negotiator - Should be a natural negotiator, with an in-built talent for the hustle and always trying to take an extra penny from the table
Stern communicator - Should have stern communication skills. Not rude, but stern, blunt and assertive. Especially to deal with the sales and customer success teams
Prioritizing finance tasks - Considering the cross-functional collaboration and stakeholder management involved in this role, one should be able to prioritize finance and accounting tasks; and also differentiate between primary and secondary responsibilities.
Documentation - Should have the ability to communicate effectively using documents and memos. Solid communication and articulation skills.
Flexibility - Must be able to work in the afternoon to late-night shift, overlapping external consultants, HR, business teams, and management team’s timings.
B.Com / M.Com/ CA preferred
2-5 years of relevant experience in finance and accounting
Experience in an IT company will be strongly preferred. Experience working with an early-stage SaaS start-up is an advantage
Exceptional knowledge of finance, complex modeling, budgeting, accounting, and Generally Accepted Accounting Principles (GAAP)
Advanced knowledge of accounting best practices, laws, standards, and state/national/international regulations
Strong excel and software experience (Quickbooks, BI tools, etc)
Analytical ability to develop and implement improvements or recommendations
Credible track record of meeting tight deadlines with accuracy, integrity, and a sense of calm with the ability to work collaboratively
Ability to thrive in a fast-paced work environment, manage priorities, and consistently meet deadlines
A self-motivated learner who contributes to a culture of excellence and lifts the performance of the entire team
Experience with general ledger functions and the month-end/year-end close process