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.

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

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.

 

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

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.

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.

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.

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

Director of Finance, 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.

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

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.

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.

Recuirments: 

  • 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