Lead Financial Strategist

4 weeks ago

Vancouver, British Columbia, Canada Boast AI Full time

Each year, significant funds are allocated by the US and Canadian governments for R&D tax incentives and innovation grants to support businesses. However, the application process can be complex, often leading to challenging audits, and the disbursement of funds may take over a year.

At Boast AI, we are revolutionizing the landscape of tax credit recovery through the power of artificial intelligence, enabling companies to secure more funding, more efficiently, with reduced risk.

Our mission is to empower innovative businesses to thrive. Beyond our product offerings, we have cultivated a non-profit community of over 90,000 innovators known as Traction, where leaders from rapidly growing companies such as Google, Shopify, Twilio, GitHub, and Cloudflare share insights through weekly webinars, regular meetups, and conferences.

With $123 million USD in funding and features in leading publications like TechCrunch, VentureBeat, Fox Business, and Forbes, we are recognized as a significant player in our field.

Join us in our mission to support innovators in making a global impact.



Your Mission:
We are looking for a skilled Lead Financial Strategist to become part of our team in Vancouver, British Columbia. This role primarily allows for remote work, with occasional in-office attendance required at our downtown Vancouver location.
Role Overview:
As an essential member of our finance team, you will be tasked with enhancing our accounting and financial capabilities. This encompasses improving our financial systems, optimizing workflow processes, and advancing our reporting capabilities. You will work closely with our leadership and various teams to deliver crucial financial insights that foster business growth.

Key Responsibilities:
  • Manage GAAP reporting, oversee the general ledger, and ensure accuracy in all journal entries.
  • Lead essential accounting functions, including revenue recognition and cash management.
  • Prepare detailed monthly, quarterly, and annual financial reports for the Board of Directors, creditors, and management.
  • Develop, implement, and maintain strong financial systems, policies, procedures, and controls.
  • Oversee stock-based compensation accounting.
  • Ensure compliance with international, federal, provincial, and local legal and reporting requirements.
  • Collaborate with internal teams to provide financial guidance and support for successful growth and efficient scaling.
  • Contribute to financial planning, budgeting, and forecasting initiatives.
  • Identify opportunities for process enhancements and cost efficiencies.

Qualifications:
  • Demonstrated success in implementing accounting best practices in dynamic environments.
  • 6+ years of accounting experience, with at least 3 years of full-cycle accounting ownership.
  • CPA designation (Canadian or US).
  • Strong technical accounting expertise, particularly within technology sectors.
  • Exceptional written and verbal communication skills, with the ability to collaborate across functions.
  • Self-motivated individual who anticipates challenges and proactively seeks solutions.
  • Experience with multi-currency, multi-entity accounting, and consolidations.
  • Proficiency in implementing and optimizing financial systems (e.g., NetSuite, Sage Intacct).
  • Familiarity with Canadian tax regulations and reporting standards.
  • Able to work independently in a remote environment while fostering strong team collaboration.

Location and Work Arrangement:
  • Primary work location: Remote (work from home).
  • In-office requirements: 1-2 days per month at our downtown Vancouver office.
  • Must be eligible to work in Canada and reside in the Vancouver area.
Why Work with Boast AI?
  • Competitive base salary + commission + benefits.
  • Remote-first and flexible work culture.
  • Open and transparent management structure – collaboration is key to our decision-making process.
  • Opportunities for career advancement within this role, including leadership and product innovation pathways.
  • Continuous learning opportunities to foster personal and professional development.
  • Generous vacation policy.
If you are a detail-oriented financial professional with a commitment to driving financial excellence in a vibrant, growth-focused organization, we invite you to consider this opportunity. Join our team and play a pivotal role in shaping our financial trajectory.
Boast AI is an equal opportunity employer dedicated to diversity and inclusion. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by applicable laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Boast AI makes hiring decisions based solely on qualifications, merit, and business needs at the time. We appreciate the interest of all applicants, but only qualified candidates will be contacted for further consideration.

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