Job Description:
• Oversee engagement teams across U.S. and international personnel, delegating work to maximize efficiency
• Mentor and develop team members, actively supporting professional growth
• Manage utilization and client load to ensure team members are challenged, supported, and operating at optimal capacity
• Codify and share best practices, contributing to Propeller's institutional knowledge and platform intelligence
• Optimize margins and business unit efficiency, recognizing that Propeller's economics shift from hours billed to value delivered
• Proactively engage in Early Warning processes to surface issues before they escalate
• Support client pipeline development in collaboration with Business Development, CFO team, and Customer Experience
• Identify upsell and lifecycle extension opportunities by understanding client needs and demonstrating incremental value
• Partner with Customer Success to ensure deliverables meet Propeller's standards and drive client satisfaction
• Conduct periodic client file reviews to identify learning opportunities, develop best practices, and feed insights back into the platform
• Document workflows and surface repeatable intelligence that can be systematized through PropellerOS
• Drive high client satisfaction by delivering not just accurate financials, but timely, actionable insights
• Transform the monthly close call from backward-looking reporting into strategic financial review powered by analytics and CFO perspective
• Develop scope and service offerings for potential Growth Stage clients
• Participate in all phases of the client conversion cycle: scoping, pitch, and SOW development
• Act as a strategic partner to executive teams, helping them navigate financial and operational complexity
Requirements:
• Master's Degree or CPA required
• 7+ years in accounting/finance with at least 3 years at companies or serving clients in the $10M-$100M revenue range
• Multi-client or consulting background strongly preferred (Big 4, boutique accounting firm, fractional CFO services, or similar)
• Demonstrated ability to build processes from scratch—not just follow them
• Cross-functional experience developing processes around financial reporting and operational workflows
• Previous experience with Series B and Series C companies
• Strong understanding of how operational and business changes impact financial reporting
• Experience with investor diligence and audit preparedness
• Quickbooks
Benefits:
• Generous Paid Time Off and Holiday pay
• Comprehensive health benefits plus dental, vision, short and long-term disability, and life insurance
• HSA contribution
• Paid Family Leave
• 401k match
• Remote Work
• Professional development opportunities