Finance Manager

Treaty Oak Financial; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base compensation

Profit-sharing annual bonus

Health insurance

Job summary

Treaty Oak Financial is seeking a strategic yet hands-on FP&A professional to partner with founders and clients. You will build financial models, deliver robust reporting, and challenge assumptions to guide decisions for growth-focused startups.

You’ll own the analysis, understand the business, and communicate insights clearly to executives and investors. Ideal candidates have 5+ years FP&A, strong GAAP fluency, and experience with SaaS metrics.

Qualifications

• 5+ years FP&A experience, including 2+ years supporting high-growth startups or technology companies.
• Strong understanding of financial statements, three-statement modeling, and US GAAP principles.
• Working knowledge of US GAAP including revenue recognition (ASC 606) and accrual accounting.
• Experience with SaaS and technology KPIs - ARR, churn, CAC, LTV, burn rate, runway.

Responsibilities

• Build and maintain financial models to support strategic decision-making (three-statement models, scenario analysis, unit economics).
• Deliver monthly reporting packages with budget-to-actual analysis and variance commentary for executive leadership, board, and investors.
• Lead design and structure of the chart of accounts with accounting teams to deliver insights while preserving timeliness and accuracy.
• Improve model inputs and structure for clarity and accuracy.

Skills

Three-statement modeling

Advanced Excel

GAAP fluency

Strategic thinking

Education

CPA license or pursuing CPA

Tools

Excel

Job description

There's never been a better time to be in the business of helping founders build. We partner with growth-oriented companies as their outsourced accounting and fractional finance partner, and we're growing rapidly. Technology is enabling a new kind of accounting and finance firm - one that moves faster and thinks bigger. We're building something genuinely new, and it shows in how we work.

We're looking for someone who is strategic but hands‑on, analytically sharp but a clear communicator, and who finds real energy in going beyond the numbers to help founders make better decisions.

2. The role

You’ll be the financial thought partner our clients rely on: building the models, delivering the reporting, and asking the questions that help founders see around corners. You own the analysis, you understand the business behind it, and you communicate it in a way that drives decisions.

• Partner with founders and clients to build and maintain financial models that support strategic decision-making - three-statement models, scenario analysis, and unit economics
• Deliver monthly reporting packages with budget-to-actual analysis and variance commentary tailored to executive leadership, board, and investors
• Support clients rethinking commission plans, assessing customer acquisition costs, and evaluating the financial implications of key business decisions
• Lead chart of accounts design and structure in partnership with accounting teams, ensuring it's built to deliver meaningful insights without hindering timeliness and accuracy.
• Continuously improve model inputs, assumptions, and structure for added clarity and accuracy

3. Who we’re looking for

• You go beyond the numbers: you deliver insight, not just output, and connect the financial story to what's actually happening in the business
• You ask the next question and don't wait for direction when you see a better way forward
• You take relentless ownership of your work and hold yourself to a high standard
• You communicate complex ideas clearly to founders, board members, and non‑finance operators alike
• You're comfortable working independently but thrive in a collaborative team environment

4. Qualifications

• 5+ years of FP&A experience, including 2+ years supporting high‑growth startups or technology companies
• Strong understanding of financial statements, three‑statement modeling, and the US GAAP principles that drive the assumptions behind them
• Working knowledge of US GAAP, including revenue recognition (ASC 606), accrual accounting, and how accounting entries flow through to the P&L and balance sheet
• Comfortable partnering with accounting teams and reviewing financials with enough GAAP fluency to catch what doesn't look right
• Experience with SaaS and technology KPIs - ARR, churn, CAC, LTV, burn rate, and runway
• Advanced Excel skills - able to build clean, efficient models from scratch and analyze large data sets
• CPA license or active pursuit is a plus

5. Logistics & comp

• Competitive base compensation
• Profit‑share annual bonus
• Health insurance, 401k plan, and monthly stipends for internet and cell phone