Makerble is a digital platform, built for nonprofits, that combines case management, surveys and outcomes reporting.
Job Description
This is a remote position. Key Responsibilities: Budgeting and Rolling Forecasts: Understanding all the details of our current cashflow - you will need to become familiar with Xero.com which is the accounting software we use. Creating financial models that take into account several variables - using Google Sheets or Microsoft Excel with data visualisations in PowerBI; and/or identifying free or affordable dedicated financial forecasting software that can be used. Preparing our monthly Management Accounts and presenting these to the management team so that we understand where we are over budget and under budget. Making monthly recommendations on whether we need to adjust our growth targets (e.g. sales, revenue) and/or expenditure. On a monthly basis deciding the amount of cash we need to hold in reserve and making recommendations as to where we can make savings; taking into account that we need to make quarterly and monthly tax payments. Streamlining our Financial Processes: Setting up a SaaS user licence billing system for Makerble - either by identifying a free or affordable third party billing tool we can use (e.g. Maxio) or working with our developers to build a custom billing module within Makerble. Setting up integrations between Jira (our project management system), our accounting system and your newly devised Makerble billing system. Incorporating the way we bill for Onboarding within our new billing system. Managing and analysing the data within our online payment tools; Wise, Stripe, GoCardless and PayPal. Identifying other opportunities to streamline our financial processes. Data Unification, Analysis and Visualisation: Combining customer data from different sources to see a clear financial and non-financial picture. Creating dashboards in PowerBI that visualise customer data as well as financial data. Enabling other team members to analyse the data you have prepared. Conducting data analysis of our financial data and customer data in order to spot trends and insights. Setting up and managing SaaS analytics software packages like ProfitWell.com. Identifying other opportunities to improve the way we unify, analyse and visualise our data. Other Financial Tasks: Taking on other projects that might be strongly or loosely related to finance. Reconciliation of transactions within Xero.com. Setting up automations and integrations for financial processes where appropriate. Identifying industry benchmarks to compare Makerble’s performance against. Identifying opportunities to analyse other commercial data within Makerble. Briefing and responding to questions from Makerble’s external accountants. Role Overview: Your manager will be the CEO. You will also work with the CTO. Requirements
Makerble is a technology startup therefore this role requires you to be someone who is very comfortable with new technologies. We expect you to be quick to master new software and able to figure out how things work yourself, without needing a lot of guidance from your manager. Highly numerate. Strong mathematical background. Good understanding of accounting. Understanding of how to read and assemble a Balance Sheet, Profit & Loss statement and Cash Flow statement. Proficient using spreadsheets and managing data. Comfortable exploring and learning how to use new financial software yourself. Analytical. Ability to spot trends within large datasets. Willingness to master the following software tools: Jira, HubSpot, PayPal, GoCardless, ProfitWell, Xero, Stripe, Confluence, Slack, Microsoft Excel, Microsoft PowerBI, Trello and Google Drive. Desired but not essential: Bachelor's degree in a relevant field (e.g. Accounting, Finance, Mathematics, Economics).
#J-18808-Ljbffr
Job Description
This is a remote position. Key Responsibilities: Budgeting and Rolling Forecasts: Understanding all the details of our current cashflow - you will need to become familiar with Xero.com which is the accounting software we use. Creating financial models that take into account several variables - using Google Sheets or Microsoft Excel with data visualisations in PowerBI; and/or identifying free or affordable dedicated financial forecasting software that can be used. Preparing our monthly Management Accounts and presenting these to the management team so that we understand where we are over budget and under budget. Making monthly recommendations on whether we need to adjust our growth targets (e.g. sales, revenue) and/or expenditure. On a monthly basis deciding the amount of cash we need to hold in reserve and making recommendations as to where we can make savings; taking into account that we need to make quarterly and monthly tax payments. Streamlining our Financial Processes: Setting up a SaaS user licence billing system for Makerble - either by identifying a free or affordable third party billing tool we can use (e.g. Maxio) or working with our developers to build a custom billing module within Makerble. Setting up integrations between Jira (our project management system), our accounting system and your newly devised Makerble billing system. Incorporating the way we bill for Onboarding within our new billing system. Managing and analysing the data within our online payment tools; Wise, Stripe, GoCardless and PayPal. Identifying other opportunities to streamline our financial processes. Data Unification, Analysis and Visualisation: Combining customer data from different sources to see a clear financial and non-financial picture. Creating dashboards in PowerBI that visualise customer data as well as financial data. Enabling other team members to analyse the data you have prepared. Conducting data analysis of our financial data and customer data in order to spot trends and insights. Setting up and managing SaaS analytics software packages like ProfitWell.com. Identifying other opportunities to improve the way we unify, analyse and visualise our data. Other Financial Tasks: Taking on other projects that might be strongly or loosely related to finance. Reconciliation of transactions within Xero.com. Setting up automations and integrations for financial processes where appropriate. Identifying industry benchmarks to compare Makerble’s performance against. Identifying opportunities to analyse other commercial data within Makerble. Briefing and responding to questions from Makerble’s external accountants. Role Overview: Your manager will be the CEO. You will also work with the CTO. Requirements
Makerble is a technology startup therefore this role requires you to be someone who is very comfortable with new technologies. We expect you to be quick to master new software and able to figure out how things work yourself, without needing a lot of guidance from your manager. Highly numerate. Strong mathematical background. Good understanding of accounting. Understanding of how to read and assemble a Balance Sheet, Profit & Loss statement and Cash Flow statement. Proficient using spreadsheets and managing data. Comfortable exploring and learning how to use new financial software yourself. Analytical. Ability to spot trends within large datasets. Willingness to master the following software tools: Jira, HubSpot, PayPal, GoCardless, ProfitWell, Xero, Stripe, Confluence, Slack, Microsoft Excel, Microsoft PowerBI, Trello and Google Drive. Desired but not essential: Bachelor's degree in a relevant field (e.g. Accounting, Finance, Mathematics, Economics).
#J-18808-Ljbffr
