Finance Specialist / Manager

Epoch Ai

Remote, Remote

Remote

Who this role is best for

Aimed at mid-level finance professionals comfortable with remote work and QuickBooks Online, requiring PST timezone overlap.

Best fit for

Finance professionals experienced in QuickBooks Online and financial oversight.
— “Our team works in QuickBooks Online”
Candidates ready to own end-to-end finance operations or execute with direction.
— “A Specialist executes all or part of the work below with review and direction”
Remote workers able to maintain at least 4 hours of PST overlap.
— “require at least 4 hours of overlap with PST working times”

Things to consider

Potential need to transition from QuickBooks Online to more sophisticated software.
— “evaluating and potentially leading a move to more sophisticated accounting software”
Role requires managing audit and external provider relationships at Manager level.
— “including the audit and external provider relationships”

How to stand out

Demonstrate experience with finance system rebuilds or automation implementations.
— “finance system that has been recently rebuilt and documented end to end”
Highlight past work with Mercury, Wise, or similar financial tools.
— “we use Mercury, Wise, and other tools”
Focus on ownership experience for Manager level or execution skills for Specialist.
— “The difference between the two levels is ownership”

Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · TeamLevel · Manager

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

manage finance operations
daily accounting and reporting
financial oversight

Typical background

recently rebuilt and documented finance systemgrowing layer of automation

Skills & requirements

Required

AccountingDaily-accountingReportingFinancial-oversightAutomationFinance-systemsQuickbooks-onlineMercuryWiseSophisticated-accounting-softwareAuditExternal-provider-relationships

Stack & domain

Quickbooks OnlineMercuryWiseAccounting SoftwareLeadershipFinancial OversightAccountingFinance OperationsDaily Accounting

About the role

Original posting from Epoch Ai via Lever

Epoch is looking for a Finance Specialist and Finance Manager to run our accounting and finance operations. You will work closely with our Head of Operations and Finance Operations Associate to manage finance operations, daily accounting and reporting, and financial oversight.
About the role
You'll inherit a finance system that has been recently rebuilt and documented end to end, with a growing layer of automation. Our team works in QuickBooks Online, and we use Mercury, Wise, and other tools. As we scale, we may also outgrow QuickBooks Online; evaluating and potentially leading a move to more sophisticated accounting software would be part of the Manager role.
The difference between the two levels is ownership. A Specialist executes all or part of the work below with review and direction from the Business Operations Lead. A Manager owns it end to end, including the audit and external provider relationships.
This role is fully remote, but we require at least 4 hours of overlap with PST working times. We invite anyone who is interested to apply, regardless of background, experience, or credentials. Please do not include a cover letter, photograph, or headshot of yourself, or any personal information that is not relevant to the role for which you're applying (including marital status, age, identity traits, etc.).
Applications are rolling.

Source: Epoch Ai careers (Lever)