# Accounting and Finance | All levels at VeloCFO

Accounting and Finance | All levels at VeloCFO in Austin. Hybrid, full-time. Posted June 23, 2026.

- Company: VeloCFO
- Location: Austin
- Workplace: Hybrid
- Job type: Full-time
- Experience: 3+ years
- Posted: 2026-06-23
- Apply: https://jobs.ashbyhq.com/velocfo/2e68b024-af47-47a5-9d28-6e2c481e8698/application
- Source: https://jobmagic.ai/jobs/accounting-and-finance-all-levels-velocfo-9k64ph

## Requirements

- 3-7 years experience in accounting or finance roles at US-based companies; CPA preferred
- Prior experience managing clients at a startup-focused accounting firm, public accounting or an in-house accounting or finance role
- Proficiency and ability to collaborate across Google Sheets, Google Docs, Slack, Zoom
- Ability to switch between individual and collaborative projects quickly and accurately
- Ownership mentality, high coachability, bias to action, and unwavering integrity
- Experience with bookkeeping software (e.g. QuickBooks Online) and financial operations software (Ramp, Gusto, Stripe, Mercury, etc.)

## Description

**Roles & Responsibilities**

- Lead or contribute to client engagements, managing all aspects of the client’s accounting and finance function to ensure accurate and timely reporting of business financials

- Prepare and review all financial statements, including balance sheet, income statement, and cash flow statement on a monthly basis within 7 business days of month end

- Provide ongoing financial reporting, tracking of Key Performance Indicators, strategic insights into business performance, and proactive cash flow management to clients

- Support clients through fundraising processes through data room preparation, communication with external financing partners, and ongoing needs

- Collaborate closely with tax partners to provide information necessary for quarterly estimates and annual corporate tax filings

- Manage Velo’s financial operations team who performs bookkeeping categorization and reconciliation on a weekly basis, managing the communication process with clients to ensure accurate categorization of vendors and expenses

- Ensure clients utilize the appropriate financial tech stack and manage the implementation and day to day use of the selected tools

**Qualifications**

- 3-7 years experience in accounting or finance roles at US-based companies; CPA preferred

- Prior experience managing clients at a startup-focused accounting firm, public accounting or an in-house accounting or finance role

- Proficiency and ability to collaborate across Google Sheets, Google Docs, Slack, Zoom

- Ability to switch between individual and collaborative projects quickly and accurately

- Ownership mentality, high coachability, bias to action, and unwavering integrity

- Experience with bookkeeping software (e.g. QuickBooks Online) and financial operations software (Ramp, Gusto, Stripe, Mercury, etc.)

**Employment Detail**

- Full-time, 40+ hours/week position with flexible PTO

- Hybrid role; crisp and professional work-from-home setup is required

- Competitive compensation via base salary + quarterly revenue share

- Full professional fluency in English is required