Digital United

Financial Consultant, Part Time

Remote
Part Time
Digital United
Experienced
As Finance Manager, you'll lead all day-to-day financial functions while designing the backbone of scalable, tech-enabled financial operations. This is a hands-on role for someone who thrives on creating structure, mapping transactional data, and turning financial operations into a well-oiled machine. You’ll use technology to reduce friction, improve accuracy, and generate insight through clean, auditable data. Experience and a deep understanding of NETSUITE is a must.

MEASURES:
Entity P&L
Forecasting & Financial Management
Invoicing Overview
Software Ownership: Netsuite

REPORTS TO: CFO


Responsibilities:
  • Financial Operations & Transactional Workflows
    • Own and continuously improve transactional processes: AP/AR, invoicing, expense management, vendor payments, and payroll coordination
    • Build and refine end-to-end workflows to ensure timely, accurate processing of financial data
    • Ensure data integrity and traceability across all transaction sources (e.g., bank feeds, billing tools, project management platforms)
    • Maintain a clean and structured chart of accounts to support meaningful financial reporting
  • Data Mapping, Reporting & Dashboards
    • Map and categorize financial transactions in a way that aligns with business goals and reporting needs
    • Design and implement real-time dashboards for financial performance, client margins, spend tracking, and budget vs. actuals
    • Build data models to support forecasting, scenario planning, and strategic analysis
    • Create reporting structures that are both leadership-friendly and audit-ready
  • Technology & Automation
    • Leverage tools like QuickBooks/Xero, Google Sheets/Excel, Looker Studio/Power BI to automate workflows and reporting
    • Integrate finance systems with other platforms (e.g., time tracking, CRM, PM tools) to streamline data flow
    • Continuously evaluate and implement tools that reduce manual work and improve process accuracy
    • Own documentation of all tools and processes for transparency and handoff readiness
  • Productivity, Accuracy & Audit Readiness
    • Drive productivity by reducing financial admin work for the wider team through better tools and workflows
    • Ensure high standards of data accuracy, consistency, and completeness across all reports and systems
    • Design processes and controls that support internal auditability and external compliance
    • Establish SOPs and scalable finance infrastructure for future growth or due diligence events (e.g., funding, M&A)
  • Collaboration & Strategic Finance
    • Partner with department leads on budgeting, spend analysis, and performance optimization
    • Support leadership with strategic recommendations based on data-driven insights
    • Provide clear, digestible financial updates to stakeholders who aren’t finance-savvy
    • Bring a process-first mindset to cross-functional collaboration (Ops, HR, Client Services)

WHAT IT TAKES TO SUCCEED IN THIS ROLE
Qualifications:
  1. 4–7 years of finance experience, ideally in a high-growth or service-based business (agency experience is a plus)
  2. Strong experience owning transactional finance and building operational workflows from scratch
  3. Expert-level proficiency in Excel/Google Sheets and solid experience with financial systems (QuickBooks, Xero, etc.)
  4. Comfortable designing reports and dashboards (Power BI, Looker Studio, Tableau, or similar)
  5. Process-obsessed, tech-savvy, and able to spot inefficiencies and automate them away
  6. Detail-oriented with a high bar for accuracy and audit readiness
  7. Strong communicator — able to translate numbers into stories and action
  8. Bachelor's degree in Finance, Accounting, or related field (CPA/CMA a plus, but not required)

The Perks:
  • The best co-workers you’ll ever find
  • Unlimited PTO
  • Medical, Dental, Vision, 401k plus match
  • Annual performance bonus eligibility
  • Ongoing training opportunities
  • Planned outings and team events (remote workers included!)


PHYSICAL DEMANDS AND WORK ENVIRONMENT
  • Prolonged periods of sitting at a desk and working on a computer.
  • Occasional standing, walking, or lifting of office supplies (up to 10–20 lbs.)
  • Frequent communication via phone, email, and video conferencing.
  • Work is performed in a temperature-controlled office environment with standard lighting and noise levels.
  • Position may require occasional travel to client site
EEO & ACCESSIBILITY STATEMENT
DIGITAL UNITED is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require reasonable accommodation during the application or interview process, please contact [email protected]

 
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