CAREERS : Open Roles

CFO, New York, NY

Wells Group is seeking a CFO with 8 - 12 years experience to work with fast growing startups and mid-size companies in times of transition. Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of ~20 people and advises companies operating in ecommerce, technology and art globally. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, and tech, among others. We run extremely flat and are looking for someone that can not only execute, but become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range: $150k - $350K.

CFO Role:

Understand the client's financial and operational strategies, oversee Wells team as it relates to financial modeling and the development of key metrics that support the client's strategic plan
Operational and finance leadership as it relates to operations, cash management, and fundraising efforts. Attend board meetings (may lead portions)
Develop and monitor client business unit KPIs on, for example: revenue growth, customer retention, profitability and development path to profitability, margins analytics, cost savings opportunities and overall metrics like sales productivity, marketing efficiency, revenue growth and retention, unit economics, and margins
Provide strategic finance expertise for venture capital and private equity fundraises, M&A, due diligence, banking needs, and related matters
Review client monthly financials and quarterly management reporting – analyzing operating results, reforecasting financial projections, clear delineation of key trends to various stakeholders, assessment of business risk, and communicating key messages to senior client management
Advise on and support the implementation of the systems and processes that will help scale the client organization – (revenue, AR and billing tools, inventory management systems, etc.)
Develop and manage relationships with outside partners /vendors – including client legal counsel, CPA, auditors, banks, software vendors, consultants, etc.
Deliver strategic analysis that is usable and relevant for (internal or external) clients

Client Relationship (and Consulting Skills):

Manages client expectation on the bill optimizing the firm’s infrastructure of highly specialized staff
"Hands on" with each client – knows the senior leaders at the client, knows the business challenges, knows what work Wells Group is doing and why, can be counted on to make key decisions as needed
Know about any issue before it turns into a problem
Identify opportunities to increase and deepen client relationship/s
"Leads" client. Is considered true partner to the client business including on things not normally considered financial.
Explain complex subjects in a straightforward way
Understand client's larger business goals and tailor work and information flow to that
Has a point of view, articulates and defends it convincingly

Wells Group Internal:

Work with Wells Group management to make key decisions for the firm - hiring, business development, employee training and development, etc.
Build strong Finance teams as defined by: issuing clear directions, holding others and self accountable, creating a safe environment for mistakes and questions, embracing internal goal setting and meaningful feedback process
Play a role in the learning and development of team outside direct reports – shares knowledge in a purposeful manner

Qualifications:

Experience and understanding of the specific needs of venture backed start-ups
Expert in one or all of the following industries: CPG (Consumer Packaged Goods) industry and SaaS
Deep financial analysis expertise
Prior experience in investment banking or consulting a plus
Deep operational experience as C-suite leader required
Strong accounting proficiency particularly in material areas that might be relevant to a standard client
Fundraising and/or debt expertise a plus
Deep experience working with and presenting to a Board of Directors for a client
Experience in multi-client, consulting environment

Contact with interest: evan@wgny.co

CFO, Palm Beach, FL

Understand the client's financial and operational strategies, oversee Wells team as it relates to financial modeling and the development of key metrics that support the client's strategic plan
Operational and finance leadership as it relates to operations, cash management and fundraising efforts. Attend board meetings (may lead portions)
Develop and monitor client business unit KPIs on, for example: revenue growth, customer retention, profitability and development path to profitability, margins analytics, cost savings opportunities and overall metrics like sales productivity, marketing efficiency, revenue growth and retention, unit economics, and margins
Provide strategic finance expertise for venture capital and private equity fundraises, M&A, due diligence, banking needs, and related matters
Review client monthly financials and quarterly management reporting – analyzing operating results, reforecasting financial projections, clear delineation of key trends to various stakeholders, assessment of business risk, and communicating key messages to senior client management
Advise on and support the implementation of the systems and processes that will help scale the client organization – (revenue, AR and billing tools, inventory management systems, etc.)
Develop and manage relationships with outside partners /vendors – including client legal counsel, CPA, auditors, banks, software vendors, consultants, etc.
Deliver strategic analysis that is usable and relevant for (internal or external) clients

Client Relationship (and Consulting Skills):

Manages client expectation on the bill optimizing the firm’s infrastructure of highly specialized staff
"Hands on" with each client – knows the senior leaders at the client, knows the business challenges, knows what work Wells Group is doing and why, can be counted on to make key decisions as needed
Know about any issue before it turns into a problem
Identify opportunities to increase and deepen client relationship/s
"Leads" client. Is considered true partner to the client business including on things not normally considered financial.
Explain complex subjects in a straightforward way
Understand client's larger business goals and tailor work and information flow to that
Has a point of view, articulates and defends it convincingly

Wells Group Internal:

Work with Wells Group management to make key decisions for the firm - hiring, business development, employee training and development, etc.
Build strong Finance teams as defined by: issuing clear directions, holding others and self accountable, creating a safe environment for mistakes and questions, embracing internal goal setting and meaningful feedback process
Play a role in the learning and development of team outside direct reports – shares knowledge in a purposeful manner

Qualifications:

Experience and understanding of the specific needs of venture backed start-ups
Expert in one or all of the following industries: CPG (Consumer Packaged Goods) industry and SaaS
Deep financial analysis expertise
Prior experience in investment banking or consulting a plus
Deep operational experience as C-suite leader required
Strong accounting proficiency particularly in material areas that might be relevant to a standard client
Fundraising and/or debt expertise a plus
Deep experience working with and presenting to a Board of Directors for a client
Experience in multi-client, consulting environment

Contact with interest: evan@wgny.co

Financial Analyst, New York, NY

Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of ~20 people and advises companies operating in ecommerce, technology and healthcare, among other industries. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, and tech, among others. We run extremely flat and are looking for someone that can not only execute, but become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range: $60k - $90K.

We are seeking a finance and accounting professional to grow into a hybrid accounting / finance analyst role. The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of numerical data, handle multiple tasks with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented, professional, and analytical.

RESPONSIBILITIES:

Preparing financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Compiling, analyzing, and reporting financial data
Presenting financial information to all levels of management in the organization
Maintaining accurate financial records with support
Participate in audits, special projects and ad hoc analysis
Assisting management in the decision-making process by assisting with budgets and financial forecasts
Assist clients in creating or maintaining KPI dashboards and tracking key business metrics
Broad level client support including communications and maintaining accounting infrastructure
Oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

REQUIREMENTS:

Bachelor’s degree in Finance or Accounting
Minimum of 2+ years Accounting experience
Must be proficient in Microsoft applications, including Excel and Powerpoint
Strong financial modeling capabilities or excel experience utilizing data from numerous sources to achieve desired results
Comfortable when challenged with difficult, unstructured problems that must be solved quickly
Strong critical thinking skills
Requires planning / organizational skills and strict attention to detail
Strong written and verbal communication skills
Quickbooks / Netsuite experience a plus
CPA a plus

Contact with interest: evan@wgny.co

Financial Analyst, Palm Beach, FL

RESPONSIBILITIES:

Preparing financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Compiling, analyzing, and reporting financial data
Presenting financial information to all levels of management in the organization
Maintaining accurate financial records with support
Participate in audits, special projects and ad hoc analysis
Assisting management in the decision-making process by assisting with budgets and financial forecasts
Assist clients in creating or maintaining KPI dashboards and tracking key business metrics
Broad level client support including communications and maintaining accounting infrastructure
Oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

REQUIREMENTS:

Bachelor’s degree in Finance or Accounting
Minimum of 2+ years Accounting experience
Must be proficient in Microsoft applications, including Excel and Powerpoint
Strong financial modeling capabilities or excel experience utilizing data from numerous sources to achieve desired results
Comfortable when challenged with difficult, unstructured problems that must be solved quickly
Strong critical thinking skills
Requires planning / organizational skills and strict attention to detail
Strong written and verbal communication skills
Quickbooks / Netsuite experience a plus
CPA a plus

Contact with interest: evan@wgny.co

Accounting Manager, New York, NY

Wells Group is seeking an Accounting Manager with 7+ years of experience. Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of ~20 people and advises companies operating in ecommerce, technology and art globally. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, SaaS, and tech, among others. We run extremely flat and are looking for someone that can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range: $95K - $125K.

POSITION OVERVIEW

We are seeking an accounting manager to add to our accounting team. The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of financial data, handle multiple tasks and clients with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented, professional, and analytical.

RESPONSIBILITES:

Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’ Leadership
Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
Lead process for calculation, presentation and communication of company-wide KPI’s
Lead development of internal controls
Lead external audit requests
Actively maintain and review designated General Ledger accounts and activity
Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
Consistently evaluate areas for process improvement and automation
Partake in ad hoc accounting or finance projects and analysis, as assigned
Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS:

Bachelor’s or higher degree in Accounting or Finance
Active CPA mandatory
In depth knowledge of accounting theory and application of U.S. GAAP
7+ years of relevant accounting experience; Big Four experience highly preferred
Ability to multi-task and prioritize
Experience with working in a complex ERP system
Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task and meet pressing deadlines
Team player with a strong work ethic
Quickbooks / Netsuite experience a plus but not required
Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

Contact with interest: evan@wgny.co

Accounting Manager, Palm Beach, FL

POSITION OVERVIEW

RESPONSIBILITIES:

Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’ Leadership
Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
Lead process for calculation, presentation and communication of company-wide KPI’s
Lead development of internal controls
Lead external audit requests
Actively maintain and review designated General Ledger accounts and activity
Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
Consistently evaluate areas for process improvement and automation
Partake in ad hoc accounting or finance projects and analysis, as assigned
Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS:

Bachelor’s or higher degree in Accounting or Finance
Active CPA mandatory
In depth knowledge of accounting theory and application of U.S. GAAP
7+ years of relevant accounting experience; Big Four experience highly preferred
Ability to multi-task and prioritize
Experience with working in a complex ERP system
Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task and meet pressing deadlines
Team player with a strong work ethic
Quickbooks / Netsuite experience a plus but not required
Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

Contact with interest: evan@wgny.co

Controller, New York, NY

Wells Group is seeking a Controller with 7-10 years of experience. Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of ~20 people and advises companies operating in ecommerce, technology and art globally. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, SaaS, and tech, among others. We run extremely flat and are looking for someone that can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range: $105k to $200k.

POSITION OVERVIEW

We are seeking an accounting professional to add to our controller team. The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of financial data, handle multiple tasks and clients with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented, professional, and analytical.

RESPONSIBILITIES:

Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’
Leadership
Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
Lead process for calculation, presentation and communication of company-wide KPI’s
Lead development of internal controls
Lead external audit requests
Actively maintain and review designated General Ledger accounts and activity
Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
Consistently evaluate areas for process improvement and automation
Partake in ad hoc accounting or finance projects and analysis, as assigned
Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS:

Bachelor’s or higher degree in Accounting or Finance
Active CPA mandatory
In depth knowledge of Accounting theory and application of U.S. GAAP
7-10 year(s) of relevant Accounting experience; Big Four experience highly preferred
Ability to multi-task and prioritize, as this role will require working with approximately 10 clients at any given time
Experience with working in a complex ERP system
Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task and meet pressing deadlines
Team player with a strong work ethic
Quickbooks / Netsuite experience a plus but not required
Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

Contact with interest: evan@wgny.co

Controller, Palm Beach, FL

POSITION OVERVIEW

RESPONSIBILITIES:

Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’
Leadership
Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
Lead process for calculation, presentation and communication of company-wide KPI’s
Lead development of internal controls
Lead external audit requests
Actively maintain and review designated General Ledger accounts and activity
Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
Consistently evaluate areas for process improvement and automation
Partake in ad hoc accounting or finance projects and analysis, as assigned
Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS:

Bachelor’s or higher degree in Accounting or Finance
Active CPA mandatory
In depth knowledge of Accounting theory and application of U.S. GAAP
7-10 year(s) of relevant Accounting experience; Big Four experience highly preferred
Ability to multi-task and prioritize, as this role will require working with approximately 10 clients at any given time
Experience with working in a complex ERP system
Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task and meet pressing deadlines
Team player with a strong work ethic
Quickbooks / Netsuite experience a plus but not required
Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

Contact with interest: evan@wgny.co

Director of Finance, New York, NY

POSITION OVERVIEW:

RESPONSIBILITIES:

Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’
Leadership
Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
Lead process for calculation, presentation and communication of company-wide KPI’s
Lead development of internal controls
Lead external audit requests
Actively maintain and review designated General Ledger accounts and activity
Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
Consistently evaluate areas for process improvement and automation
Partake in ad hoc accounting or finance projects and analysis, as assigned
Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS:

Bachelor’s or higher degree in Accounting or Finance
Active CPA mandatory
In depth knowledge of Accounting theory and application of U.S. GAAP
7-10 year(s) of relevant Accounting experience; Big Four experience highly preferred
Ability to multi-task and prioritize, as this role will require working with approximately 10 clients at any given time
Experience with working in a complex ERP system
Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task and meet pressing deadlines
Team player with a strong work ethic
Quickbooks / Netsuite experience a plus but not required
Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

Contact with interest: evan@wgny.co

Director of Finance, Palm Beach, FL

POSITION OVERVIEW

RESPONSIBILITIES:

Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’
Leadership
Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
Lead process for calculation, presentation and communication of company-wide KPI’s
Lead development of internal controls
Lead external audit requests
Actively maintain and review designated General Ledger accounts and activity
Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
Consistently evaluate areas for process improvement and automation
Partake in ad hoc accounting or finance projects and analysis, as assigned
Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS:

Bachelor’s or higher degree in Accounting or Finance
Active CPA mandatory
In depth knowledge of Accounting theory and application of U.S. GAAP
7-10 year(s) of relevant Accounting experience; Big Four experience highly preferred
Ability to multi-task and prioritize, as this role will require working with approximately 10 clients at any given time
Experience with working in a complex ERP system
Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task and meet pressing deadlines
Team player with a strong work ethic
Quickbooks / Netsuite experience a plus but not required
Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

Contact with interest: evan@wgny.co

Staff or Senior Accountant, New York, NY

Wells Group is seeking a Staff or Senior Accountant with 2-6 years experience in practical accounting. Wells Group is a boutique management consulting firm offering CFO (finance) and Controller (accounting) services for startups and mid-sized companies. Our engagements range in scope and span across multiple industries, including consumer goods and services, food & beverage, healthcare, and SaaS/tech, among others. We run extremely flat and are looking for someone that can not only execute, but become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range $60k - $105K.

The job will be a mix of practical accounting (e.g. financial reporting) and operations (e.g. Accounts Payable, Accounts Receivable, payroll). If interested, there is an opportunity to gain exposure and experience in FP&A. We are located in New York City, but are open to employees working remote.

REQUIRMENTS:

Bachelor’s degree in Accounting -Minimum of 2+ years Accounting experience
Must be proficient in Microsoft applications, including Excel and Powerpoint
Comfortable when challenged with difficult, unstructured problems that must be solved quickly -Strong critical thinking skills
Requires planning / organizational skills and strict attention to detail -Strong written and verbal communication skills
Quickbooks / Netsuite experience a plus
CPA a plus

Contact with interest: evan@wgny.co

Staff or Senior Accountant, Palm Beach, FL

Requirements:

Bachelor’s degree in Accounting -Minimum of 2+ years Accounting experience
Must be proficient in Microsoft applications, including Excel and Powerpoint
Comfortable when challenged with difficult, unstructured problems that must be solved quickly -Strong critical thinking skills
Requires planning / organizational skills and strict attention to detail -Strong written and verbal communication skills
Quickbooks / Netsuite experience a plus
CPA a plus

Contact with interest: evan@wgny.co