Finance Manager

Company Description

UNYTD is a Swiss Army Knife agency—a team of industry experts building the business of the brand for our clients. Through strategic development, event production, social and influencer marketing, partnerships, content development, public relations, and much more, we help brands reimagine what’s possible. We blend creativity, strategy, and flawless execution to bring brands to life and connect them with audiences in unforgettable ways - and we have fun doing it. Clients include: Abbott Laboratories, Adidas, Broadcom, Toyota, Lexus, Meta, and more.

Role Overview

We're looking for a hands-on Finance Manager who will act as a bookkeeper, controller, and a team player on a day-to-day basis at this small, but mighty, multi-faceted agency. In this role, you will be responsible for managing daily financial operations, from bookkeeping and expense management to transaction review and reconciliation. This position plays a crucial role in maintaining financial accuracy and preparing essential reports for leadership. You will be an essential member of a passionate and supportive team that strives for excellence and has fun while doing so.

This is a flexible hybrid position based in Portland, OR, requiring a mix of in-office and remote work. While the role is currently fully remote, our agency recently acquired a new office building in Southeast Portland. Over the coming months, as our team transitions to this new space, you may be asked to work from the office on an ad-hoc (as-needed) basis.

Core Responsibilities

Financial Operations & Bookkeeping

• Lead daily bookkeeping efforts and budget updates for all client program budgets.
• Oversee and reconcile agency credit card activity within QuickBooks, ensuring accurate journal entries.
• Schedule and process payroll for full-time employees in Gusto.
• Audit the existing expense report process for the CEO and implement updates as needed.
• Prepare and book monthly expense reports for the CEO in Quickbooks.
• Review vendor contracts and spend.
• Review and reconcile Meta Ad and FedEx reports for accuracy and proper allocation.

Accounts Payable and Receivable

• Manage accounts payable, including vendor payments through Ramp and other company bills.
• Prepare and dispatch client invoices.
• Manage accounts receivable, including payments from clients.

Reporting & Reconciliation

• Perform end-of-program budget reconciliation.
• Close program books.
• Prepare and present final budget overview reports to agency leadership.

Tax Prep & Compliance

• Collaborate closely with the Head of Operations and external accounting firm for 1099 processing.
• Maintain an accurate database for required vendor documentation, inclusive of Form W-9s and subcontractor insurance.
• Prepare all necessary documentation for the annual subcontractor audit required for our Worker's Compensation insurance policy.

Financial Systems Management

• Conduct an audit of existing systems, templates, and ways of working, flagging improvements and suggestions as needed.
• Confirm remittance advice and accurately book paid invoices in QuickBooks.
• Ensure seamless integration and synchronization between QuickBooks, Ramp, and Gusto.
• Accurately book CEO expense reports into QuickBooks.
• Manage cash flow for accounts linked to and funding the Ramp platform.
• Conduct weekly reconciliation of Ramp transactions.
• Act as the final approver for all invoices, transactions, and reimbursements submitted through Ramp.
• Review and code all transactions and reimbursements within Ramp.
• Issue company credit cards to new hires.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 3-5+ years of professional experience in a finance or accounting role, preferably within a small to medium-sized business, creative agency, or similar dynamic environment.
• Proficient in Quickbooks and Google Workspace Suite.
• Experience with modern financial management platforms (e.g., Ramp, Gusto).

Key Attributes & Skills

• Demonstrated understanding of budgets and bookkeeping practices.
• Excellent analytical, problem-solving, and organizational skills with a high degree of accuracy and attention to detail.
• Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Strong communication skills, both written and verbal, with the ability to present complex financial information clearly to non-financial stakeholders.
• Proactive, resourceful, and eager to implement efficient financial processes.
• Office operations experience is helpful, but not mandatory.

Benefits

• Health insurance
• Dental insurance
• Vision insurance

Role Growth

There is an opportunity for this role to grow and expand over time and take a more direct role in transforming our financial operations in areas such as:

• Financial Planning & Analysis (forecasting, scenario modeling).
• Strategic Financial Reporting for executives and stakeholders.
• Development of financial policies, procedures, and controls.
• Long-term financial strategy and cash flow management.
• Building scalable financial tools and templates to support growth.

Remote Work & Company Culture

Our team is spread across the country from coast to coast, so you can dictate the hours that make sense for you and your role’s needs. We’re seeking someone who has excellent time-management skills, can be self-motivated to get assigned tasks done ahead of schedule, and of course be present for the meetings on your calendar. We sometimes work strictly 9-5, or sometimes we can be night owls; we keep our cameras on for video calls, but you’ll usually find us in sweatshirts or workout clothes.

As an agency, we’re problem solvers—always looking for a way to say, “yes,” instead of, “no,” or take a creative approach to earn a last-minute big win for our clients. Through UNYTD each of us is empowered to take on our own responsibilities and create really great work for each other, and in turn for our clients.