Financial Manager

Estateably Inc.; California; Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Employee Stock Option Plan

Yearly bonus based on performance

Group health, dental, and virtual care

Wellness Benefit

Remote work

Job summary

Estateably Inc. is seeking a Financial Manager to lead core finance operations including accounting, month-end close, tax filings, and payroll. You will also deliver reporting and analysis used by leadership for decision making and planning.

The role is hands-on, detail-oriented, and suited for someone who works well independently, turns numbers into clear insights, and supports growth in a fast-paced environment.

Qualifications

• Degree in accounting and 3+ years of experience in finance roles.
• Experience running end-to-end payroll, month-end close, GL reconciliation, and accruals.
• Experience with budgeting, forecasting, and variance analysis.
• Advanced Excel or Google Sheets, including financial modelling.

Responsibilities

• Record all business transactions and maintain accruals.
• Prepare monthly closings and payroll journal entries; reconcile payroll to GL.
• Prepare tax returns with supporting documents; assist audits.
• Prepare monthly/quarterly/annual financial reports for leadership; support planning.

Skills

Advanced Excel

Financial modelling

Budgeting & forecasting

Communication

Time management

Education

Degree in accounting

Tools

Sage Intacct

Stripe

Payroll systems

AI tools

Job description

Financial Manager

We're looking for a Financial Manager to join our finance team. You'll execute our core finance operations, including accounting, month-end close, tax filings, and payroll. You'll also prepare the reporting and analysis leadership uses to make decisions and plan ahead. This hands‑on role is a good fit if you're detail-oriented, enjoy working independently, and like turning numbers into clear insights.

Responsibilities

Accounting and compliance

• Record all business transactions.
• Maintain accruals and adjustments, including payroll, vacation, and variable compensation.
• Prepare monthly reconciliations.
• Prepare payroll journal entries and reconcile payroll to the general ledger each period.
• Reconcile benefits and group insurance invoices and allocate costs by department.
• Prepare tax returns with all supporting documents.
• Support month/quarter/year-end closings..
• Make sure financial activities follow regulatory requirements and internal controls.
• Support external audits and due diligence requests.
• Document and file invoices, contracts, and other records.
• Prepare, process, and submit payroll for all cycles and jurisdictions, accurately and on schedule.
• Calculate and process variable pay, including commissions and retro payments.
• Manage statutory remittances, year-end filings, and other government reporting.
• Administer the payroll system and manage the relationship with the provider.
• Answer employee payroll questions accurately and discreetly.
• Keep complete, audit-ready documentation for every cycle.

Financial planning and analysis

• Prepare monthly, quarterly, and annual financial reports for senior management and stakeholders, plus ad hoc reports as needed.
• Support budgeting, forecasting, and long‑term financial planning. Monitor budget performance and recommend adjustments.
• Analyze variances between actuals and budget or forecast, and give recommendations.
• Build financial models and analyses that show trends, key drivers, and projected results.
• Support strategic planning by assessing the financial impact of proposed initiatives.Produce regular payroll cost reports for the executive team.
• Work with HR on the annual compensation budget and the cost side of workforce planning.

Operations

• Support the preparation of grant claims (CanExport, PSCE, IRAP).
• Act as a main point of contact for finance questions from executives and staff.
• Find and implement improvements to accounting, reporting, and payroll processes.
• Automate manual reporting, and make reports clear and useful for decision‑making.

Requirements

• Degree in accounting
• 3+ years of experience, including running end‑to‑end payroll, month‑end close, GL reconciliation, and accruals.
• Experience preparing GST/QST returns.
• Experience with budgeting, forecasting, and variance analysis.
• Advanced Excel or Google Sheets skills, including financial modelling.
• Experience with Sage Intacct, Stripe, AI tools and payroll systems.
• High accuracy and discretion with confidential information.
• Clear written and verbal communication with both executives and staff.
• Comfortable juggling multiple priorities in a fast‑paced, evolving environment.

Why Estateably:

Over the next 25 years, more than $60 trillion will be transferred between generations— yet professionals and the families they serve are wholly underserved in their tools to navigate the estate and trust administration process. Estateably was founded to change that.

Here’s why you’ll want to be part of it:

• Massive market opportunity: We're tackling one of the largest wealth transfers in history, in an industry overdue for transformation.
• Rapid growth and adoption: Since launching in 2021, we’ve become the fastest‑growing estate and trust platform in North America, serving 1,000+ firms across Canada and the U.S.
• Real problems, real impact: Our platform helps fiduciaries handle complex, sensitive workflows that directly affect professionals and their practices.
• Bold, ambitious vision: We’re not here to make small improvements—we’re rethinking how the industry works from the ground up.

What our team has in common:

• A hunger to learn fast and continuously.
• High ownership and accountability for results.
• A can‑do, solution‑oriented mindset.
• Strong collaboration skills and a team‑first attitude.
• Comfort with change and fast‑paced environments.

Perks & Benefits:

• Flexible hours & remote work.
• Participation in our company Employee Stock Option Plan.
• Yearly bonus based on performance.
• Full participation in our company’s group health, dental, and virtual medicine plans.
• Wellness Benefit.
• Computer equipment.

Please note: This position requires English proficiency (written and verbal) to effectively support team members located outside of Quebec and in the United States.