Finance Manager

Role Overview

This is a part-time role to oversee the finances of a small consultancy with a 25-year history (ramprate.com) and a new startup it's incubating (impactsoul.is).

As Finance Manager, your goal is to maximize available resources for sustaining and growing both companies while keeping their books properly separated and using AI and other available tech & team resources for maximum efficiency.

Key Responsibilities

• Lead internal finance operations: bookkeeping, payroll, expense approvals, and fund transfers.
• Oversee external bookkeepers and fill in gaps where tasks are out of scope for them.
• Maintain weekly budget updates and real-time cash runway visibility for exec team.
• Review and validate expenses, including contractor time tracking and outputs.
• Ensure payment deadlines are met and move money from investment accounts into cash accounts promptly to meet pending obligations.
• Develop processes to minimize unneeded finance expense such as bank fees & credit card interest charges.
• Research, obtain, formalize, and utilize tactical financing resources such as lines of credit as needed.
• Maintain separation between ImpactSoul and RampRate finances and establish operational frameworks to support audit-readiness.
• Use AI tools to separate corporate vs. personal expenses for CEO using corporate credit cards.
• Maintain and organize QuickBooks.
• Manage interactions with outsourced payroll / benefits providers and Braintrust contractor platform.
• Manage interactions with tax / regulatory authorities and local representatives in each state the company operates in.
• Streamline and optimize financial processes to minimize exceptions and CEO involvement.
• Deal with non-standard transactions, whether SAFE investment funds in ImpactSoul, cryptocurrency payments to RampRate.
• Recommend and oversee additional finance resources such as a tax accountant or fractional CFO to ensure ImpactSoul and RampRate are in compliance with all relevant tax / regulatory requirements and pass investor due diligence.

Success Scorecard

Cash Flow Visibility

• CEO has an updated understanding of cash flow position at each financial decision juncture, including upcoming payments.
• Target: Zero insufficient fund fees; zero late payment fees; zero accidentally past-due bills.

Payroll & Contractor Payments

• Ensure employees and contractors are paid promptly and correctly.
• Target: 100% processed in committed timeline with documented approvals.

Invoice & Expense Payments

• Ensure approved bills are paid promptly.
• Zero unauthorized payments; 100% others paid <5 days after approval.

No Finance-Related Gaps

• No external claims or vulnerabilities that interfere with fundraising.
• Within 90 days - taxes filed or extended; books cleaned up and vouched for by bookkeeper.

Candidate Qualifications

Experience working for small organizations as a jack of all trades that are not just pure finance but adjacent areas such as operations, tax, payroll, etc. Willingness and flexibility to absorb new tasks. Familiarity with professional services, crypto payments, startup financing and due diligence. Extensive experience to make judgment calls independently. Reliability and solid references.

Key skills/competency

• Financial Management
• Bookkeeping
• Payroll Processing
• Expense Management
• Budgeting & Forecasting
• QuickBooks
• Financial Operations
• AI Tools for Finance
• Compliance & Audit Readiness
• Startup Finance