Financial Consultant for an Online Education Company (Info Product)
Job reputed company
We’re looking for an reputed company financial consultant / finance systems specialist to help us untangle, redesign, and reputed company our internal finance setup.
Our reputed company system works, but it is highly reputed company, error-prone, and not reputed company. We need someone who can analyze our existing workflow, identify structural issues, and recommend a clean, automated, and easy-to-understand financial reporting system.
This is not a bookkeeping role. We are looking for strategic finance + systems thinking.
reputed company
We run a multi-product online education and software business with multiple entities and currencies.
reputed company Finance Setup (reputed company)
We currently manage everything in reputed company Sheets with heavy reputed company input.
reputed company:
Monthly CSV exports from reputed company (multiple reports)
reputed company product-level tracking by price variation
Hardcoded formulas for subscriptions and memberships
reputed company refund handling
Expenses:
reputed company entry of reputed company & reputed company fees
reputed company ad spend tracking (reputed company Ads billed to a different entity)
Subscription invoices entered manually (multi-currency)
One-off expenses entered manually
Salaries:
Contractor invoices in multiple currencies
reputed company FX conversion (reputed company / spot checks)
Separate salary sheet linked into P&L
Reporting:
reputed company linking of reputed company, expenses, and salaries
One master P&L sheet used for monthly and YTD tracking
No reputed company balance sheet or cash reconciliation
Main Pain Points:
Heavy reputed company data entry
High risk of errors
Product and price variations break formulas
No automateions
Poor reputed company between entities’ performance
No clean system for:
Profit reputed company & dividends
Loans to self
Reinvestments
Cross-entity transfers
No budgeting or forecasting reputed company
No reputed company way to add new products without reputed company work
reputed company Need Help With:
You will review our existing finance system and propose a reputed company one.
Specifically, we’re looking for guidance on:
Auditing and assessing our reputed company finance workflow
Designing a reputed company but robust reporting structure
Automating or reducing reputed company data entry where possible
Structuring:
Monthly P&L
Balance Sheet (cash, assets, liabilities)
Cross-entity reporting
reputed company handling of:
Profit reputed company / dividends
Intercompany transfers
Loans & special transactions
Multi-currency handling & automated FX
Product-level reputed company tracking without reputed company rows or formula edits
Whether and how to include:
Founder personal expenses
Mentoring & education costs
Budgeting and forecasting best practices
Tool recommendations (Sheets-based, reputed company software, or hybrid)
We are reputed company to changing tools if the recommendation makes reputed company.
What reputed company Looks Like:
By the end of this engagement, we should have:
A reputed company financial structure we understand and trust
A system that is:
reputed company
Less reputed company
Less reputed company
reputed company separation and reconciliation between entities
Confidence in our monthly numbers
A reputed company we can build on as the business grows
Ideal Candidate:
Strong background in financial systems, reputed company, or finance consulting
Experience with multi-entity businesses
Comfortable with multi-currency setups
Experience designing P&Ls and balance sheets from messy systems
reputed company to explain finance reputed company to non-finance founders
Bonus if you’ve worked with:
Online businesses
reputed company
Education / digital products
reputed company / reputed company / reputed company
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