Finance Manager

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Finance Manager

The Finance Manager is responsible for partnering with company leadership and internal stakeholders to lead the accounting and financial reporting function of a growing Chicago tech startup. Key responsibilities include leading the budget, forecast, month-end close, and reporting functions.

Outcomes:

Lead and provide analytical and strategic support on key Finance team deliverables:

  • Annual budget, and monthly review and variance analysis

  • Financial analysis of internal projects, PoC engagements, prototypes

  • R&D allocations and tracking

  • Board materials preparation

  • Quarterly investor reporting

  • Cap table maintenance, including stock options, RSUs, and supporting additional funding rounds

  • Annual insurance renewals management

Build a solid understanding of our business model, revenue streams, and opportunities within 45 days of start date and help develop internal- and external-facing projections in support of fund-raising activities:

  • Build or help building projections for individual revenue streams and aggregates at the company level

  • Test assumptions, identify key drivers and determine our sensitivity to variations in the key drivers.

Manage and improve our internal controls without introducing additional overhead:

  • Oversees the revenue cycle function, including billing through invoices

  • Subscription management

  • Purchasing approvals, expense reporting, and reimbursements

  • Approvals of vendors’ invoices

  • Credit cards 

Manage our interfaces with external accounting partners to improve and accelerate monthly closing and year-end process without adding billable hours:

  • Less time-consuming AP, AR, payroll, account reconciliations

  • More strategic tax planning and reporting, revenue recognition, R&D credit optimization

  • Minimize year-end audit adjustments

Behavioral and Cultural Competencies:

Business acumen

Learns quickly

Strategic, recognizes noise and waste

Strong communications and presentation skills

Persistent with a sense of urgency

Results-driven, high-performance standards

Strong  attention to details

Adaptable to a rapidly changing environment

 

Technical Competencies:

Finance, financial modeling

Understanding of VC/PE/IB

Productivity tools, finance/accounting tools

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Technology we use

  • Engineering
  • Product
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RustLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • SpringFrameworks
    • Neo4jDatabases
    • PostgreSQLDatabases
    • InVisionDesign
    • SketchDesign
    • Adobe Creative SuiteDesign
    • AbstractDesign
    • ZeplinDesign
    • JIRAManagement

Location

Our main office is located in the Triangle Plaza by Cumberland Blue Line. We also have locations in downtown Chicago and Port Washington.

An Insider's view of DAIS Technology

What’s the vibe like in the office?

There is a lot of positivity radiating around the office. People are energized about the many improvements and low hanging fruit to remedy the situation that small to mid-sized insurance companies face. This a problem we are absolutely going to solve, and we’re going to have fun doing it.

Joe

Senior Automation Engineer

What's the biggest problem your team is solving?

A lot of tech improvements are incremental; it's about small changes to existing tech. It is different at DAIS, we have the opportunity to true transform the insurance industry, and it’s pretty fun. Seeing the adoption and delight of our users when we solve problems is amazing, and solving these complicated challenges is truly rewarding.

Jeremy

Head of UX

How does the company support your career growth?

When I was hired in 2018, I was our first Customer Success Specialist. I was provided many opportunities to work with our internal teams to build and streamline processes, which helped me grow into my current role as our Manager of Customer Success.

Lara

Manager of Customer Success

What is your vision for the company?

We hire super smart people and encourage them to invent and create by not prescribing solutions but helping our people understand the problems they're solving and giving them leeway to invent new and better solutions.

Jason

Founder & CEO

What are DAIS Technology Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
10 Standard Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Parking
Professional Development Benefits
Job Training & Conferences
Lunch and learns
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