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AI Summary

The Finance Manager will lead core accounting and FP&A operations, including month-end close, financial modeling, and cash flow management. They will also serve as a strategic partner to leadership by driving board reporting and supporting fundraising diligence efforts.

YouAbout the Role: Your Epic Quest as Our Finance Manager – Accounting & FP&A!

You’ll own and lead core accounting and FP&A operations that keep Penguin financially healthy and investor-ready. This is a hands-on, high-ownership role: you’ll run the month-end close with our external accountants, own the financial model and forecasting, manage cash flow and vendor/customer operations, oversee payroll and benefits reconciliation, drive board reporting, and lead fundraising diligence efforts. You’ll be a trusted strategic partner to leadership, shaping the financial roadmap that fuels rapid, disciplined growth.



What Success Looks Like:

  • Month 1-3: Take full ownership of month-end close, reconcile core accounts, and deliver accurate cash/burn reporting with proactive insight to leadership
  • Month 3-6: Own and continuously improve the financial model and rolling forecast; identify variances, drivers, and actionable recommendations that shape decisions
  • Month 6-12: Drive the board reporting cadence end-to-end; run AP/AR and expense programs with strong controls; lead fundraising/due diligence support and tax compliance

Your Day-to-Day Superpowers: What You’ll Actually Do:

  • Own and lead the monthly close process with external accountants: reconciliations, accruals, journal entries, and final review of books for accuracy and completeness
  • Own and continuously improve the company financial model and rolling forecasts; track actuals vs. budget and proactively surface variances, drivers, and recommendations to leadership
  • Own cash flow and runway management; produce and present weekly and monthly burn and cash position reports to leadership, recommending action
  • Oversee accounts payable and receivable: vendor invoice processing, payments, and customer collections
  • Own expense management and corporate card programs (Ramp, Brex, or equivalent); set and enforce policy and review transactions
  • Oversee payroll processing and benefits reconciliation in coordination with HR/PEO; ensure payroll accuracy and compliance
  • Lead preparation of monthly and quarterly board reporting materials, including KPI dashboards, financial summaries, and narrative insight on trends
  • Build and own the annual budget and rolling forecasts; partner directly with functional leads to translate operational plans into numbers
  • Lead fundraising and diligence support: prepare financial reporting, build exhibits, and respond directly to investor questions
  • Own state and local tax filings; serve as the primary point of contact for external tax advisors and ensure timely compliance

What We're Looking For: Your Finance Arsenal!

  • 5-7 years of relevant experience in accounting, FP&A, or finance operations at startups or growth-stage companies, with direct experience partnering with external accounting firms
  • Proven month-end close ownership: reconciliations, accrual accounting, journal entries, and managing external accountants
  • Advanced financial modelling and forecasting skills; track record of building and owning dynamic models from scratch
  • Demonstrated cash-management experience, including ownership of burn/runway reporting and recommendations to leadership
  • Experience owning AP/AR and corporate card/expense platforms (Ramp, Brex, or similar)
  • Working knowledge of payroll/PEO processes and tax filing coordination
  • Advanced proficiency in Excel (complex modelling), Google Sheets, and modern finance tools; experience with NetSuite, QuickBooks, Carta, or similar systems
  • Excellent communication and presentation skills: able to build board-grade materials and confidently explain financial drivers to non-finance leaders and investors
  • Strong ownership mindset, sound judgment under ambiguity, and the ability to operate independently in a fast-moving startup environment

Bonus Points: Your Secret Weapons!

  • You've not just survived but thrived in the beautiful chaos of a high-growth startup
  • Experience at an early‑stage SaaS or healthcare tech company
  • Direct experience leading fundraising rounds and investor diligence
  • Hands-on experience owning NetSuite or a comparable ERP implementation
  • Familiarity with GAAP accounting practices and startup equity mechanics

The Culture Fit: Join Our Colony!

You'll waddle with us if:

  • You like your coffee with a side of delightful chaos
  • You're fuelled by complexity and obsessed with delivering amazing results
  • You want to deliver something that fundamentally matters, transforms healthcare and ultimately saves lives

Education & Qualifications: Brainiac Basics

  • A Bachelor's degree in Finance / accounting or a related field; CPA or equivalent is a plus

Comp & Perks: Because Even Superheroes Need Support!

  • Competitive salary: We reward greatness!
  • Medical, vision, and dental coverage: Keep you healthy and smiling
  • Generous vacation policy and company holidays: Recharge and conquer!
  • front-row seat in one of healthcare's most exciting AI companies – witness history in the making

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