Finance Lead and Client Engagement Manager
Finance Lead and Client Engagement Manager
Posted on :
08-07-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
08-07-2025
Job Description
The Role
We re hiring a Finance Lead acting as a senior generalist to lead client engagements oversee the
delivery of finance workstreams and manage financial and accounting resources. This person will serve
as the primary driver of end-to-end finance support for clients - balancing client management financial
expertise and team leadership. You ll be both a player and a coach: able to roll up your sleeves to
produce deliverables while increasingly stepping into a leadership role across clients and analysts.
Client Operations & Account Ownership
Act as the day-to-day lead for 2-5 client engagements (startups and SMBs) and serve as the main
point of contact for clients (e.g. Founders CEOs COOs)
Manage communication across internal client stakeholders respond to inbound requests
clearly professionally and proactively and help run meetings prep agendas and track action
items.
Own delivery timelines scope management resource utilization and overall client satisfaction.
Partner with Founder & CEO on client strategy; handle .
Finance Deliverables
Produce or review/polish key deliverables: forecasts models dashboards reporting databases
cash flow management variance analysis board decks etc.
Translate business and operational complexity into clear actionable financial insights for clients.
Provide simple day one answers mock-ups and quick solves for client needs and requests
Collaborate with the Founder & CEO to continually refine deliverables and templates.
Project & Team Management
Manage the work and priorities of offshore and nearshore FP&A analysts and other finance
accounting and data resources.
Build and improve internal workflows for scalable delivery: templates SOPs async process
flows checklists timelines and QA processes.
Develop new tools and processes to support overall project management and client operations
using Notion or ClickUp and continually improve our delivery infrastructure and client
enablement model
Help document and institutionalize how we work across client types.
Business & Operating Model Development
Work directly with the Founder & CEO to evolve our delivery / client enablement model from
founder-led to platform-based.
Prototype new client onboarding workflows cross-client standardization automation and AI
strategies to create internal efficiencies.
Build playbooks and documentation to support hiring delegation and process scale.
Help us mature Wildflower into a true finance-as-a-service platform.
What We re Looking For
5-10 years in finance roles (FP&A strategic finance or consulting) ideally with exposure to
SMB/startup environments.
Demonstrated experience leading projects owning timelines and interfacing with executives.
Strong financial modeling budgeting/forecasting and data/analytical skills Excel/Sheets
fluency is a must.
Experience managing or mentoring junior team members especially remote teams; by setting
structure and QA standards.
Client-facing experience: strong at scope timeline and stakeholder management.
Systems & ERP experience: NetSuite Microsoft Dynamics and QuickBooks highly preferred
Nice-to-Have
Comfortable with ambiguity and experience building processes SOPs and templates from
scratch.
Prior experience helping build internal operations or client delivery models.
Startup or high-growth environments with dynamic need management a plus
Experience with S&OP and multi-location retail businesses helpful but not required
Soft Skills
Highly proactive self-managing and reliable.
Comfortable communicating concisely with executives and a structured thinker.
Able to translate financial concepts to non-finance stakeholders and dive into both the tactical
and strategic.
Organized efficient and calm under pressure a true integrator.
Growth-minded and excited to gain hands-on experience working with a Founder.
We re hiring a Finance Lead acting as a senior generalist to lead client engagements oversee the
delivery of finance workstreams and manage financial and accounting resources. This person will serve
as the primary driver of end-to-end finance support for clients - balancing client management financial
expertise and team leadership. You ll be both a player and a coach: able to roll up your sleeves to
produce deliverables while increasingly stepping into a leadership role across clients and analysts.
Client Operations & Account Ownership
Act as the day-to-day lead for 2-5 client engagements (startups and SMBs) and serve as the main
point of contact for clients (e.g. Founders CEOs COOs)
Manage communication across internal client stakeholders respond to inbound requests
clearly professionally and proactively and help run meetings prep agendas and track action
items.
Own delivery timelines scope management resource utilization and overall client satisfaction.
Partner with Founder & CEO on client strategy; handle .
Finance Deliverables
Produce or review/polish key deliverables: forecasts models dashboards reporting databases
cash flow management variance analysis board decks etc.
Translate business and operational complexity into clear actionable financial insights for clients.
Provide simple day one answers mock-ups and quick solves for client needs and requests
Collaborate with the Founder & CEO to continually refine deliverables and templates.
Project & Team Management
Manage the work and priorities of offshore and nearshore FP&A analysts and other finance
accounting and data resources.
Build and improve internal workflows for scalable delivery: templates SOPs async process
flows checklists timelines and QA processes.
Develop new tools and processes to support overall project management and client operations
using Notion or ClickUp and continually improve our delivery infrastructure and client
enablement model
Help document and institutionalize how we work across client types.
Business & Operating Model Development
Work directly with the Founder & CEO to evolve our delivery / client enablement model from
founder-led to platform-based.
Prototype new client onboarding workflows cross-client standardization automation and AI
strategies to create internal efficiencies.
Build playbooks and documentation to support hiring delegation and process scale.
Help us mature Wildflower into a true finance-as-a-service platform.
What We re Looking For
5-10 years in finance roles (FP&A strategic finance or consulting) ideally with exposure to
SMB/startup environments.
Demonstrated experience leading projects owning timelines and interfacing with executives.
Strong financial modeling budgeting/forecasting and data/analytical skills Excel/Sheets
fluency is a must.
Experience managing or mentoring junior team members especially remote teams; by setting
structure and QA standards.
Client-facing experience: strong at scope timeline and stakeholder management.
Systems & ERP experience: NetSuite Microsoft Dynamics and QuickBooks highly preferred
Nice-to-Have
Comfortable with ambiguity and experience building processes SOPs and templates from
scratch.
Prior experience helping build internal operations or client delivery models.
Startup or high-growth environments with dynamic need management a plus
Experience with S&OP and multi-location retail businesses helpful but not required
Soft Skills
Highly proactive self-managing and reliable.
Comfortable communicating concisely with executives and a structured thinker.
Able to translate financial concepts to non-finance stakeholders and dive into both the tactical
and strategic.
Organized efficient and calm under pressure a true integrator.
Growth-minded and excited to gain hands-on experience working with a Founder.
Employment Type
Full Time
Key Skills
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