The Opportunity
This is a system ownership role. The Finance & Operations Manager will partner with the principals and systems consultants to:

• Own and improve all financial and operational systems.
• Manage accounting at both project and corporate levels.

This role does not have direct reports.
This is a fully remote role.

A Week in the Life

• 50% Systems & Process Leadership:&Financial systems implementation, migration, and continuous improvement.
• 30% Project Accounting Oversight:&Payables/receivables, subcontractor/vendor management, and project financial support.
• 20% Corporate Finance & Administration:&Reporting, banking, payroll, compliance.

This video describes the position: https://tinyurl.com/3p5ut3eb

Culture
About Carbon Zero Buildings
At Carbon Zero Buildings, we are on a mission to eliminate the carbon footprint of the built environment. As a specialized design-build general contractor, we help property owners modernize their buildings by retrofitting them with cutting-edge electrification and energy efficiency technologies. Operating at a consistent $20 million in annual revenue, we successfully complete 20-30 projects each year, transforming large multifamily housing complexes to be more sustainable, comfortable, and cost-effective. We are a small, agile team of experts operating in a flat hierarchy where every member is a high-impact contributor.

Responsibilities

Responsibilities

Systems & Process Leadership (~50%):

• Act as the primary owner and champion for the company s new financial systems, working as a key partner with the principals, team members, and our external consultant to implement them effectively.
• Lead the hands-on migration from our current Zoho Books platform, ensuring data integrity and a seamless transition.
• Implement and manage a robust payment processing platform (e.g., Ramp, QuickBooks Bill Pay) to streamline vendor and subcontractor payments, including managing PM approvals and migrating from existing credit card systems.
• Develop and own the vendor management process, including vendor onboarding, collection of insurance certificates (COIs) at the project level, and integration into payment systems.
• Systematize and manage the process for preparing and submitting specialized payment applications for various clean energy incentive programs (approx. 196 annually).
• Systematize and manage the process by which all subcontractor pay applications and vendor invoices (approx. 850 annually) are approved by project managers, ensuring proper approvals, coding, and compliance, and developing a system to manage by exception.
• In collaboration with the principals, develop, document, and implement robust internal controls and financial processes to enhance efficiency and accuracy.

Project Accounting Oversight (~30%):

• Oversee all project accounting functions, ensuring financial data is accurately captured and reported.
• Accounts Receivable management: generate & send invoices; follow up for payment.
• Compliance management: ensure we are staying in compliance with our customers vendor management platforms.
• Collaborate with Project Managers to provide financial support and ensure the financial success of each project.

Corporate Financial Stewardship (~10%):

• Take complete ownership of the full-cycle corporate accounting function, including the general ledger, quarter-end/year-end close, and all financial statement preparation (P&L, Balance Sheet, Cash Flow).
• Serve as a key strategic partner to the principals, providing insightful financial analysis and reporting to inform high-level decision-making.
• Manage credit card, banking, & benefits/retirement.

Compliance & Administration (~10%):

• Manage the monthly payroll process and all related compliance in collaboration with our HR platform, Gusto.
• Oversee the company s expense management system and subcontractor compliance (lien waivers, insurance).

Qualifications

• Education:&Bachelor s degree in Accounting, Finance, or related field. CPA or MBA is a plus.
• Experience:&7+ years of progressive accounting and finance experience, with a proven track record of system ownership and process improvement.
• Core Strengths:&Full-cycle corporate accounting, financial modeling, and analysis, with a demonstrated ability to take ownership of financial systems and drive process improvements.
• Systems:&Highly proficient with modern software systems, including bookkeeping software (QuickBooks strongly preferred), task management platforms, and ERPs; experience creating workflows with dependencies is essential.
• Attributes:&High autonomy, detail orientation, strong communicator, mission-aligned.

Who You Are

• System Owner: Thrives on designing, owning, and improving financial processes.
• Independent Contributor: Operates effectively without direct reports.
• Flexible Thinker: Adaptable in a dynamic, small-company environment.
• Trusted Partner: Builds collaborative relationships, communicates clearly, and upholds integrity.
• Mission-Aligned: Motivated by sustainability and impact.

Requirements
Authorized to work in the US without sponsorship
Strong leadership, communication, and interpersonal skills.
Ability to manage multiple projects simultaneously and meet deadlines.
Willing to work California Business Hours 830AM-530PM from a distraction-free home office
7+ years of progressive accounting and finance experience, with a proven track record of system ownership and process improvement
Highly proficient with modern software systems, including bookkeeping software (QuickBooks strongly preferred), task management platforms, and ERPs; experience creating workflows with dependencies is essential.
Demonstrated experience in implementing, refining, or migrating financial systems & processes
The next step in the application process is a 20 minute timed multiple choice assessment. Before you proceed to the next step, please ensure you are at a laptop with spreadsheet capability and ready to focus.
Bachelor's degree in Accounting, Finance, or a related field
English
Equal Opportunity Employer
Carbon Zero Buildings provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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