Financial Consultant for an Online Education Company (Info Product)

Job Description We’re looking for an experienced financial consultant / finance systems specialist to help us untangle, redesign, and future-proof our internal finance setup. Our current system works, but it is highly manual, error-prone, and not scalable. 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. About Us We run a multi-product online education and software business with multiple entities and currencies. Current Finance Setup (Summary) We currently manage everything in Google Sheets with heavy manual input. Revenue: Monthly CSV exports from ThriveCart (multiple reports) Manual product-level tracking by price variation Hardcoded formulas for subscriptions and memberships Manual refund handling Expenses: Manual entry of Stripe & PayPal fees Manual ad spend tracking (Meta Ads billed to a different entity) Subscription invoices entered manually (multi-currency) One-off expenses entered manually Salaries: Contractor invoices in multiple currencies Manual FX conversion (Wise / spot checks) Separate salary sheet linked into P&L Reporting: Manual linking of revenue, expenses, and salaries One master P&L sheet used for monthly and YTD tracking No proper balance sheet or cash reconciliation Main Pain Points: Heavy manual data entry High risk of errors Product and price variations break formulas No automateions Poor clarity between entities’ performance No clean system for: Profit share & dividends Loans to self Reinvestments Cross-entity transfers No budgeting or forecasting framework No scalable way to add new products without manual work What We Need Help With: You will review our existing finance system and propose a better one. Specifically, we’re looking for guidance on: Auditing and assessing our current finance workflow Designing a simple but robust reporting structure Automating or reducing manual data entry where possible Structuring: Monthly P&L Balance Sheet (cash, assets, liabilities) Cross-entity reporting Proper handling of: Profit share / dividends Intercompany transfers Loans & special transactions Multi-currency handling & automated FX Product-level revenue tracking without manual rows or formula edits Whether and how to include: Founder personal expenses Mentoring & education costs Budgeting and forecasting best practices Tool recommendations (Sheets-based, accounting software, or hybrid) We are open to changing tools if the recommendation makes sense. What Success Looks Like: By the end of this engagement, we should have: A clear financial structure we understand and trust A system that is: Scalable Less manual Less fragile Clear separation and reconciliation between entities Confidence in our monthly numbers A foundation we can build on as the business grows Ideal Candidate: Strong background in financial systems, FP&A, or finance consulting Experience with multi-entity businesses Comfortable with multi-currency setups Experience designing P&Ls and balance sheets from messy systems Able to explain finance clearly to non-finance founders Bonus if you’ve worked with: Online businesses SaaS Education / digital products Stripe / PayPal / ThriveCart Apply tot his job Apply To this Job