Company Overview
At LevelUp, we believe growth happens when people feel trusted, supported, and challenged. For more than seven years we’ve partnered with agencies, software vendors and website owners to provide world class outsourcing and offshore hiring services in a range of verticals, such as technical, operational, and back-office support. We hire curious problem-solvers, give them room to own outcomes, and back them with systems, support and a culture that makes learning part of the job. Join us and help businesses (and your career) level up.
Position Overview
We are seeking a detail-oriented and proactive Finance Manager to lead day-to-day financial operations and strategic planning. This role is critical for a fast-paced, high-growth environment where you will bridge the gap between complex financial modeling and actionable business insights. You will be responsible for maintaining the company’s financial health by overseeing FP&A, monitoring sales performance, and managing relationships with external accounting partners. The ideal candidate is someone who can "own" the numbers while effectively communicating their impact to non-finance stakeholders.
Responsibilities
- Build, maintain, and update weekly, monthly, and quarterly financial models and forecasts.
- Track actual performance versus forecasts across revenue, spending, and cash flow.
- Identify financial gaps early and recommend strategic actions to keep the business on track.
- Own the reporting of key metrics, including revenue, contribution margin, and cash position.
- Monitor daily and weekly sales performance against established targets.
- Identify and flag risks to revenue goals, collaborating with the growth team on mitigation strategies.
- Develop dashboards and reporting tools to provide real-time visibility into business performance.
- Act as the primary point of contact for the external accounting firm to oversee bookkeeping and month-end closes.
- Review P&L, balance sheets, and cash flow statements regularly to ensure clean and accurate financials.
- Oversee disciplined cash flow planning and management.
- Coordinate and execute payments across various agencies, vendors, and inventory suppliers to ensure zero missed payments.
- Optimize payment timing to maintain healthy liquidity.
- Partner with the Operations team on inventory planning and payment schedules.
- Serve as the central finance point of contact for all internal teams and external vendors.
Financial Planning & Analysis (FP&A)
Revenue & Sales Monitoring
Accounting & Financial Operations
Cash Flow & Payments
Cross-Functional Coordination
Qualifications
- Experience: 3 to 6 years of professional experience in finance, FP&A, or a closely related role.
- Education: Bachelor’s degree in finance, Accounting, or a related field.
- Technical Skills: Proven expertise in financial modeling and forecasting (ability to build models that are functional and high impact).
- Communication: Clear communicator with the ability to translate complex numerical data into actionable steps for non-finance stakeholders.
- Attributes: High attention to detail, a big-picture mindset, and comfort operating in a fast-paced environment.
- Language: Full proficiency in English.
- Certification: Certified Public Accountant (CPA).
- Background: Previous experience working with external accounting partners.
