Lead financial planning, budgeting, and forecasting. Prepare reports and statements, manage cash flow, and ensure regulatory compliance. Drive improvements in financial tools.
KEY RESPONSIBILITIES
Own and manage Revi’s financial planning, budgeting, and forecasting processes
Prepare monthly board reports, financial statements, and investor updates
Lead the development of internal financial controls and reporting systems
Partner with cross-functional teams to support project costing and ad hoc financial analysis
Monitor cash flow, runway, and key financial metrics to ensure financial health
Work with external stakeholders including accountants, auditors, tax advisors, and financial institutions
Provide strategic guidance to leadership on financial performance and risk
Drive automation and improvements in finance tools, dashboards, and systems
Ensure compliance with all regulatory and tax requirements
QUALIFICATIONS
5+ years of progressive experience in finance or accounting; startup experience preferred
Strong knowledge of financial modeling, forecasting, and analysis
Proficient in tools like Excel/Google sheets, accounting platforms (e.g., Xero, QuickBooks), and dashboards
Excellent communication and presentation skills – ability to convey complex financial data clearly
Detail-oriented, highly organized, and able to thrive in a fast-paced, evolving environment
CPA, CFA, or MBA is a plus
Top Skills
Excel
Google Sheets
Quickbooks
Xero
Revi (getrevi.com) San Francisco, California, USA Office
185 Clara St, San Francisco, CA , United States, 94107
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