US CPA – Financial Intelligence Architect (Service SMB Focus)
Posted May 4 · 0 applicants
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The role in plain words
This role involves designing cash-flow logic, early warning triggers, and a Financial Health Score for small service businesses with up to ten employees. You will translate accounting data into decision rules, guide an offshore team on financial logic, and join customer calls to build trust.
- 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
Extracted from the job description · kept up to date automatically
Who this suits
This role suits an active US CPA with over five years of experience working directly with small service-based SMBs on cash flow management and advisory. It is less ideal for those without direct advisory experience or those who prefer theoretical accounting over practical, hands-on small business consulting.
Full job description
Original listing · kept for referenceFull-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
Questions about this role
- This listing did not state a salary. We only show pay when the employer publishes it.
- Hybrid
- 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