Finance Lead
RoShay Services · San Jose, CA · 2 days ago
FinanceFull-time
Key Responsibilities
- Partnering with leadership for financial planning, forecasting, and strategy development
- Making decisions on financial matters and providing guidance to other departments
- Monitoring KPIs such as gross margin, fill rates, DSO, and bill/pay spreads to improve operational efficiency
- Leading accounting and reporting activities, ensuring GAAP compliance, and preparing financial statements
- Managing cash flow forecasting, payroll funding, accounts receivable, and invoice processing
- Leading budgeting, variance analysis, and maintaining internal controls and financial policies
- Optimizing financial systems, automating reporting, and streamlining billing and collections processes
- Ensuring compliance with relevant regulations, managing insurance programs, and supporting audit readiness
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field
- 3–5+ years of experience in finance or accounting, preferably in staffing or high-volume payroll sectors
- Strong understanding of staffing metrics, payroll funding, and cash flow management
- Proficiency in Excel, financial systems, and ATS/CRM platforms
- Excellent analytical, communication, and leadership skills
- PREFERRED: Scaling staffing firms, managing multi-state payroll, and familiarity with VMS/MSP environments