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Financial Consultant for an Online Education Company (Info Product)

Remote, USA Full-time Posted 2026-07-28
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 Apply tot his job Apply To this Job

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