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US CPA Financial Intelligence Architect (Service SMB Focus)

icon building Company : Team8
icon briefcase Job Type : Full Time

Number of Applicants

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Job Description - US CPA Financial Intelligence Architect (Service SMB Focus)

Full-time | Early-stage, VC-backed startup | Remote/Hybrid

Mission

Help design Sturtup cash-flow intelligence engine while serving as a credibility anchor on customer 

Core Responsibilities

  1. Design cash-flow logic and early warning triggers
  2. Help build a Financial Health Score for 0–10 employee service businesses
  3. Translate messy accounting data into decision rules
  4. Guide offshore team on financial logic implementation
  5. Join customer calls to build trust and credibility

Mandatory Requirements

  • Active US CPA license
  • 5+ years experience working with 0–10 employee service-based SMBs
  • Direct advisory experience with business owners (not only filings)
  • Strong cash flow management expertise
  • Experience identifying early financial distress signals
  • Comfortable explaining financial concepts in simple language

Must-Have Strengths

  • Pattern recognition across many small businesses
  • Ability to define thresholds and triggers (e.g., payroll %, AR aging risk, burn rate)
  • Comfortable challenging business owners
  • Practical, not theoretical
  • Calm and trustworthy presence

Ideal Profile

Battle-tested small-business CPA

Understands payroll stress

Understands cash timing gaps

Has seen businesses almost fail

Speaks like a peer, not a professor

Original job US CPA Financial Intelligence Architect (Service SMB Focus) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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