Finance Lead

As the Finance Lead at Street Diligence, you will be responsible for financial modeling, forecasting, and strategy development. You'll oversee accounts payable and receivable, manage monthly, quarterly, and annual closings, and ensure accurate reconciliations of balance sheet accounts. Additionally, you'll handle cash management, oversee employee expenses, and publish comprehensive financial statements that illuminate our company's financial health.

To qualify for the Finance Lead position at Street Diligence, you'll need work experience as an accountant and a solid understanding of Generally Accepted Accounting Principles (GAAP). Hands-on experience with QuickBooks and advanced MS Excel skills, such as Vlookups and pivot tables, are also essential. A BS in Accounting, Finance, or a related field is required, and holding a CPA certification is a plus!

Street Diligence prides itself on being an equal opportunity employer. We celebrate diversity and strive to create an inclusive workplace for all employees. The hiring decisions for the Finance Lead and other positions are based solely on merit, competence, and performance, ensuring that every candidate has a fair chance without discrimination based on various personal characteristics.

In the Finance Lead role at Street Diligence, you will be using QuickBooks for accounting tasks, as well as leveraging advanced functions in MS Excel for financial modeling and reporting. These tools will support you in managing accounts, preparing financial statements, and conducting thorough reconciliations, making your financial processes more efficient.

At Street Diligence, we believe in nurturing talent and fostering professional development. As a Finance Lead, you'll have the chance to make significant contributions to our company's growth while also honing your skills in a challenging and dynamic environment. We encourage our employees to pursue additional certifications and training that can further their careers within our organization.

In answering this question, share specific examples of financial models you've developed and how you've utilized forecasting techniques to inform strategic decisions. Highlight any software or tools you used, like Excel, and emphasize how your analyses helped shape financial strategies or outcomes.

Discuss your approach to maintaining accuracy, including methods you implement for checks and balances. Mention tools or software you use to streamline these processes and share an instance where you identified and rectified discrepancies effectively.

Outline your systematic approach to month-end closings, including checklists or procedures you follow to ensure timely and accurate closings. Provide insights into how you communicate with other departments to gather necessary information and how you tackle challenges that arise during this process.

Explain your cash management strategies, such as forecasting cash inflows and outflows, monitoring expenses, and maintaining a sufficient cash reserve. Share specific techniques you’ve used to optimize cash flow during periods of fluctuation.

Detail your understanding of GAAP regulations and your experience in implementing accounting practices that comply with these standards. Provide examples of how you've helped organizations maintain compliance in financial reporting and audits.

Discuss how your attention to detail contributes to the accuracy of financial reports and decision-making. Give examples of situations where a detailed-oriented approach prevented potential errors or improved financial outcomes.

Share your strategies for managing competing priorities, such as using project management tools and effective communication with your team. Mention how you assess tasks based on urgency and importance to ensure deadlines are met without compromising quality.

Explain any additional accounting or financial software you've used, highlighting how it has improved your efficiency and effectiveness in previous roles. Discuss how these experiences complement your skills in QuickBooks.

Describe your method for identifying and resolving discrepancies in reconciliations. Highlight your analytical skills and how you utilize them to trace issues back to their source while communicating solutions clearly with stakeholders.

Reflect on a particular project that showcases your ability to contribute strategically. Outline your role in the project, the analysis you conducted, and the impact your contributions had on the organization's financial success.