finally

Accountant - Business

Puerto Rico

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

Requirements

Candidates should have at least 2 years of experience in an accounting role and possess an accounting degree or equivalent experience. Strong native English proficiency is required, along with a solid understanding of accounting principles, cash flow management, and basic economics. Familiarity with QuickBooks Online and the ability to read financial statements such as P&L and balance sheets is essential. Candidates must demonstrate a strong work ethic, exceptional organizational skills, and the ability to work under pressure in a team-oriented environment. Strong verbal and written communication skills, adaptability to different customer personalities, and effective time management skills are also necessary.

Responsibilities

The Accountant will be responsible for post-sales consultation, communication, and setup with customers. They will assist in onboarding and presenting financials to customers, analyze financial statements, and promote the value of the product and service during financial presentations. This role includes creating training courses and educational materials, flagging escalated situations to account executives and team leads, and collaborating closely with the accounting team to understand deliverable timelines. Additionally, the Accountant will track customer communication and accounting needs, ensure consistent follow-up on customer timelines, and maintain clear communication with internal teams.

Skills

Accounting
Financial Statement Analysis
Customer Onboarding
Communication
Training Material Development
Financial Presentations
Problem-Solving
Collaboration

finally

Financial management platform for businesses

About finally

Finally.com is a financial management platform that helps businesses streamline their finance operations by integrating with existing software. It uses AI to classify transactions in real-time, allowing for instant approvals and higher limits without personal guarantees, while also providing strong fraud protection. The platform eliminates traditional expense reports by managing reimbursements and offers real-time insights and a Tax Compliance Calendar to keep businesses informed of deadlines. Finally.com operates on a subscription model, aiming to simplify financial management for businesses of all sizes.

Key Metrics

Miami, FloridaHeadquarters
2019Year Founded
$129.5MTotal Funding
DEBTCompany Stage
Data & Analytics, Fintech, Financial ServicesIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Employee Stock Purchase Plan
Paid Time Off
Paid Training

Risks

Increased competition from Zellis could threaten Finally's market share in payroll.
Rapid growth may lead to operational challenges and resource strain.
Reliance on AI solutions exposes Finally to risks of AI biases and inaccuracies.

Differentiation

Finally integrates bookkeeping, expense management, and payroll into one automated solution.
The platform offers real-time insights and AI-driven analytics for financial management.
Finally's Tax Compliance Calendar helps businesses avoid penalties by alerting upcoming deadlines.

Upsides

Finally raised $200M in Series B funding, indicating strong investor confidence.
The platform's AI-driven solutions attract SMBs seeking efficient financial management.
Finally's rapid customer growth suggests a strong market fit for their platform.

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