Driven Insights is an American company that serves as the outsourced finance department for service businesses. Our team manages the entire finance function, equipping our clients with the tools, metrics and guidance required to keep their fingers on the financial pulse of their business.

Driven Insights

Financial Planning and Analysis

• Serve as lead accountant for client businesses and oversee client team
• Ownership of client accounting process to generate insightful financial reporting
• Responsible for monthly financial close, KPI measurement & management/board reporting
• Lead monthly client meetings and provide compelling insights for client business owners
• Monitor client maturity and company goals to ensure services remain relevant
• Oversee compliance with GAAP and regulatory requirements
• Manage client accounting processes and technology
• Lead cash flow, budget & scenario planning
• Contribute to strategic projects
• Support growth of other team members via management
• Other duties as assigned

Director of Finance & Accounting - Remote

Accountant

• Looking to build upon your track record as an accountant in a rapidly growing segment of the financial services industry?
• You will gain significant hands-on experience with the financial management in a range of businesses.
• You will learn our proprietary best practices and use cutting edge technology.
• You will be trained and receive hands-on experience with the financials for a lot of different businesses.
• You'll be part of a collaborative, fast-paced work environment, where hitting deadlines is a way of life and details matter.
• The opening is immediate.
• Serve as an internal accountant for client businesses, $1-$30 million in revenue.
• Learn and begin exclusively using our delivery process
• Accounting/bookkeeping tasks, such as:
  - Accounts payable
  - Accounts receivable
  - Payroll journal entries
  - Reconciliations
  - Month end close, report generation
• Assist with cash flow projections and budgeting
• Help onboard new clients, deploy new technology and overhaul and standardize new accounting process
• Help train new employees on our delivery process
• Assist in documenting and refining delivery process
• Support client CPA for yearend closing, audits and tax filing
• Other office administrative duties
• Work from your home office

Accountant - Remote

Full-stack Engineer

Looking to build upon your track record as both a software architect and a full stack developer in a rapidly growing segment of the financial services industry? You will work tightly with the Driven Insights finance and accounting teams, where you will design, develop and support cutting edge software-enabled automation products to support our team. This is a hands-on leadership opportunity. You'll be getting involved in the early stages of a very exciting initiative within an established, growing organization. You'll be part of a collaborative, fast-paced work environment, where hitting deadlines is a way of life and details matter. The opening is immediate.

Software Architect and Developer - Remote

Accounting Manager

• Looking to build upon your track record as a rising accountant in a rapidly growing segment of the financial services industry? You will work tightly with the Driven Insights finance and accounting teams, where you'll gain very meaningful experience with rapidly growing clients. You will learn our proprietary best practices and use cutting edge technology. You'll be part of a collaborative, fast-paced work environment, where hitting deadlines is a way of life and details matter. The opening is immediate.
• Serve as lead accountant for client businesses
• Manage revenue cycle (order to cash)
• Oversee expense management process
• Responsible for monthly financial close, KPI (key performance indicators) measurement & management/board reporting
• Assist with cash flow projections, budgeting process
• Lead accounting aspects of monthly client meetings, provide compelling insights for client business owners
• Train new accountants on our delivery process
• Oversee compliance with GAAP and relevant regulatory requirements
• Own sales tax, covenant calculations & sales commissions calculations
• Manage & leverage accounting technology, such as QuickBooks, Bill.com, Avalara, Divvy and business intelligence/subscription billing tools such as SaaSOptics
• Meaningfully contribute to or lead strategic projects (eg: due diligence, fundraising requests, financial analysis, software and process improvements that scale with increased transaction volume)
• Own, evolve internal client accounting processes to promote efficiency, ensure data accuracy
Additional Responsibilities:
• Assumes other special activities and responsibilities as required. These include projects such as researching and implementing new technology for internal and customer use, as well as process improvement initiatives.

Looking to build upon your track record as a SaaS finance professional in a rapidly growing segment of the financial services industry? You will work tightly with our clients and the Driven Insights accounting & finance team. Manage day-to-day finance operations as detailed herein for Driven Insights' clients. You'll be part of a collaborative, fast-paced work environment, where hitting deadlines is a way of life and details matter. The opening is immediate.

SaaS Finance Director

Bookkeeper

• Payroll responsibilities:
  - Run and manage client payroll
  - Lead implementation to preferred DI payroll platform for all DI clients who agree to migrate
  - Conduct client annual 401k census
  - Perform client workers compensation audit
  - Stay on top of payroll law changes, compliance requirements, interpret and ensure DI payroll clients remain compliant (where DI is scoped to manage payroll)

• Accounting responsibilities:
  - Serve as internal accountant for multiple client businesses, $1-$30 million in revenue
  - Perform accounting services exclusively according to Driven Insights delivery process
  - Accounting/bookkeeping tasks, such as:
    - Accounts payable
    - Accounts receivable
    - Payroll journal entries
    - Reconciliations
    - Month end close, report generation
  - Help onboard new clients, deploy new technology and overhaul and standardize new accounting process
  - Support client CPA for yearend closing and tax filing
  - Assist in documenting and refining delivery process as improvement opportunities are identified
  - Train employees on our delivery process
  - As appropriate, coordinates with payroll-related software vendor to maintain accounting software system; recommends updates to enhance the accounting software.
  - Performs other duties as assigned

Payroll Accountant

• Serve as a key member of the new client onboarding team
• Take a central role in welcoming new clients to Driven Insights and overhauling their accounting function to encompass Driven Insights’ best practices
• Observe, manage, and refine revenue cycle (order to cash) processes
• Observe, manage, and refine expense management processes
• Observe, manage, and refine payroll processes
• Manage & leverage accounting technology, such as QuickBooks, BILL, Avalara, Divvy and business intelligence/subscription billing tools such as Maxio
• Research & implement new technologies
• Assist in financial close, KPI (key performance indicators) measurement & management/board reporting
• Establish clear procedures & smoothly hand off new client to the ongoing accounting team
• Participate in various projects and support ongoing Driven Insights clients
• Oversee compliance with GAAP and relevant regulatory requirements
• Own and evolve internal client accounting processes to promote efficiency and ensure data accuracy

Driven Insights Jobs in New York City

Driven Insights

Director of Finance & Accounting - Remote

Driven Insights

Accountant - Remote

Driven Insights

Software Architect and Developer - Remote

Driven Insights

Accounting Manager

Driven Insights

SaaS Finance Director

Driven Insights

Payroll Accountant

Driven Insights

Senior Accountant, Special Projects - Remote

Driven Insights