Accounting & Finance Manager

Forj is a growth-stage SaaS company with a bold vision for how members will engage and learn in modern communities of practice. By connecting community with learning, our reimagined solution will encourage member engagement with content and human connections, leading to a more vibrant community experience that delivers more value to members while helping their organizations grow.

We empower the professionals who make our world better.

Consider joining us if you are:

• Eager to thrive in a fast-paced, innovative company environment, contributing to a high performing, collaborative team.
• Passionate about our purpose and personally aligned with our values: We forge ahead. We innovate. We build relationships. We learn and grow, always. We win together.
• Self-motivated, resourceful, scrappy and pragmatic when it comes to getting things done.
• A lifelong learner who is always curious and keeps an open mind when solving difficult problems.

In this role, you will specialize in:

• Accounting Activities: Oversee monthly, quarterly, and annual close processes, ensuring accuracy and timeliness of financial reporting. Own revenue recognition processes and compliance for subscription-based (SaaS) revenue. Maintain and enhance internal controls and compliance protocols are adhered to.
• Finance Activities: Prepare and review internal financial statements, KPIs, and variance analysis for leadership and board reporting. Support budgeting and forecasting cycles in partnership with functional leaders. Support cash flow forecasting and banking relationships.

Collaborate with other business functions to support strategic initiatives, contracts, decision making, and financial literacy.

• Finance Systems & Processes: Manage finance systems (e.g., ERP, billing platforms) and lead system optimization and integration efforts. Maintain and improve data integrity and financial reporting capabilities across systems. Drive system & process improvements to support scalability across the finance function. Assist with due diligence and integration efforts for mergers and acquisitions.
• Tax & Audit Activities: Coordinate with external auditors and tax advisors to ensure compliance with applicable standards. Facilitate tax filing processes and assure compliance.
• Team Leadership: Lead Accounting staff and Payroll process.

We are looking for someone with:

• Experience: Progressive experience in Accounting or Finance. At least 4 years experience in both public accounting and private business environments; or at least 6 years experience in an private business environment.
• Education: Bachelor's degree in Accounting, Finance, or related field.
• Technical Skills: Comprehensive background in applying GAAP. Experience working with finance/accounting systems (e.g. Netsuite, Quickbooks, Maxio, or similar). Excellent Excel skills.
• Analytical Skills: Familiarity with financial due diligence and integration in M&A transactions. Financial Planning & Analysis experience.
• Communication Skills: Ability to communicate effectively and work interpersonally with a variety of people cross-functionally in a largely remote environment.

These experiences will be beneficial:

• Experience leading others, formally or informally, in any work environment.
• CPA, or progress toward CPA.
• Experience with BI tools.
• Experience in a SaaS organization, especially venture-backed; or in a public accounting firm with SaaS clients.
• Understanding of SaaS metrics (ARR, MRR, TCV, retention) and revenue recognition.
• Experience with system implementation or ERP migrations.
• Exposure to investor reporting and board-level deliverables.

This role is with an organization in the Milwaukee, WI area. Regular in-office presence of 1 day per week is expected. Relocation support is not available.