US CPA – Financial Intelligence Architect (Service SMB Focus)
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Summary
A US CPA joins an early-stage, VC-backed fintech startup (built within Team8) to architect its cash-flow intelligence engine — designing financial health scores and early warning triggers for tiny service SMBs, guiding an offshore team, and joining customer calls as the financial credibility anchor.
Full-time | Early-stage, VC-backed startup | Remote/Hybrid
Mission
Help design Sturtup cash-flow intelligence engine while serving as a credibility anchor on customer
Core Responsibilities
- Design cash-flow logic and early warning triggers
- Help build a Financial Health Score for 0–10 employee service businesses
- Translate messy accounting data into decision rules
- Guide offshore team on financial logic implementation
- Join customer calls to build trust and credibility
Mandatory Requirements
- Active US CPA license
- 5+ years experience working with 0–10 employee service-based SMBs
- Direct advisory experience with business owners (not only filings)
- Strong cash flow management expertise
- Experience identifying early financial distress signals
- Comfortable explaining financial concepts in simple language
Requirements
Must-Have Strengths
- Pattern recognition across many small businesses
- Ability to define thresholds and triggers (e.g., payroll %, AR aging risk, burn rate)
- Comfortable challenging business owners
- Practical, not theoretical
- Calm and trustworthy presence
Ideal Profile
Battle-tested small-business CPA
Understands payroll stress
Understands cash timing gaps
Has seen businesses almost fail
Speaks like a peer, not a professor