Finance Manager - Bilingual Mandarin Required

1 month ago
Full-time
Senior
Finance and Accounting
CWILL

CWILL

CWILL provides post-purchase and retention solutions specifically designed for Shopify merchants, aiming to enhance customer experiences and increase customer lifetime value through effective engagement strategies.

Professional Services
Founded 2014

Description

  • Own daily bank and corporate credit card reconciliations and perform full-cycle bookkeeping for the US entity.
  • Support monthly and quarterly close and prepare financial statements and management reports, including P&L, balance sheet, cash flow, and variance analysis.
  • Build and improve employee expense reimbursement processes, review documentation, and maintain organized digital records.
  • Manage accounts payable and accounts receivable, including vendor invoice review, payment coordination, customer billing support, and collections follow-up.
  • Calculate and review sales commissions, support incentive plan improvements, and provide channel ROI analysis with recommendations.
  • Serve as the internal finance point of contact for US CPA and tax advisors and support federal, state, local, income, and sales tax filings.
  • Monitor US finance and tax compliance requirements and flag risks or optimization opportunities to leadership.
  • Partner with HR on US payroll and benefits administration through systems such as Deel or Gusto.
  • Design and implement practical finance controls, documentation standards, approval workflows, and payment authority matrices.
  • Maintain fixed asset records, archive finance and legal documents, and identify opportunities to automate or simplify finance operations.
  • Lead US close and create an accounting adjustment mechanism between US GAAP and China reporting needs.
  • Partner with the CEO on annual and rolling budgets, weekly and monthly cash-flow forecasting, banking, liquidity planning, and overseas funds management.
  • Prepare finance materials for future financing activities, including investor diligence and third-party audit support.

Requirements

  • Bachelor’s degree or higher in Accounting, Finance, or a related field; US CPA or CPA Candidate status is strongly preferred.
  • 4+ years of hands-on US accounting and finance experience, including full-cycle accounting, close support, AP/AR, reconciliations, tax coordination, and reporting.
  • Experience in SaaS, the Shopify ecosystem, cross-border e-commerce, technology, or startup environments is preferred.
  • Strong knowledge of US GAAP and practical familiarity with US tax and compliance workflows.
  • Comfort with SaaS revenue and operating metrics such as ARR, MRR, churn, deferred revenue, subscription billing, and investor/auditor expectations.
  • Experience reconciling high-volume, multi-source online payment activity such as Stripe, PayPal, or Shopify payouts is a strong plus.
  • Proficiency with QuickBooks Online or Xero; familiarity with Ramp, Brex, Deel, Gusto, or similar tools.
  • Advanced Excel or Google Sheets skills, including lookups, pivot tables, data cleaning, and financial analysis.
  • Native or professional-level English and strong Mandarin Chinese ability.
  • High integrity, discretion, accuracy, and ownership when handling confidential financial information.
  • Hands-on, low-ego operating style with the ability to work independently and build scalable processes.
  • Experience helping an early-stage US entity build finance operations from scratch is a strong differentiator.
  • Experience in a Chinese cross-border company, founder-led environment, Shopify/DTC/e-commerce business, or SaaS business is preferred.

Benefits

  • Starting pay of $90,000 to $130,000 depending on experience, open to negotiation.
  • 401(k) plan.
  • PTO.
  • Paid holidays.
  • Insurance.
  • Remote-first work based in California, with the possibility of hybrid work when the office is ready.

Interested in this position?

Apply directly on the company website

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