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US CPA – Financial Intelligence Architect (Service SMB Focus) at Team8 · Trevo
Full-time | Early-stage, VC-backed startup | Remote/Hybrid
Mission
Help design Sturtup cash-flow intelligence engine while serving as a credibility anchor on customer
Core Responsibilities
Design cash-flow logic and early warning triggers
Help build a Financial Health Score for 0–10 employee service businesses
Translate messy accounting data into decision rules
Guide offshore team on financial logic implementation
Join customer calls to build trust and credibility
Mandatory Requirements
Active US CPA license
5+ years experience working with 0–10 employee service-based SMBs
Direct advisory experience with business owners (not only filings)
Strong cash flow management expertise
Experience identifying early financial distress signals
Comfortable explaining financial concepts in simple language
Requirements
Pattern recognition across many small businesses
Ability to define thresholds and triggers (e.g., payroll %, AR aging risk, burn rate)