Home Alliance

Company: Home Alliance – https://homealliance.com/

Location: Remote (preferably US time zones)

Department: Finance & Accounting

Reports To: Head of Finance

Job Summary

Home Alliance is seeking a highly organized, detail-oriented, and experienced Accounting Specialist/ FP&A to join our growing distributed finance team. This critical role is responsible for ensuring accurate and timely month-end close processes, coordinating and verifying the collection of financial reports from our nationwide contractors and business unit heads, and preparing full sets of financial statements in accordance with internal and external reporting requirements. The ideal candidate will be comfortable working across multiple geographies and time zones, with strong command of accounting principles, cloud-based tools, and cross-functional collaboration.

Key Responsibilities

• Financial Reporting & Statements
• Prepare monthly financial statements including P&L, Balance Sheet, and Cash Flow reports
• Ensure timely and accurate month-end and year-end close processes 
• Coordinate intercompany accruals, consolidations and reconciliations across US and international entities
• Data Collection & Processing
• Oversee and validate the collection of financial reports and documentation from independent contractors and department heads (via Google Drive and OpenBooks)
• Ensure consistency, completeness, and accuracy of submissions across regions and teams
• Work closely with external accountants, tax advisors, and legal partners to ensure compliance with federal and state regulations
• Systems & Tools
• Maintain up-to-date records in OpenBooks (our revenue and expense platform)
• Collaborate with operations teams to ensure accurate integration with Power BI dashboards and business intelligence tools
• Process Improvement
• Streamline and document internal accounting processes to improve efficiency, accuracy, and audit readiness
• Contribute to internal controls and compliance monitoring activities across financial operations

• Business Analysis
• Assist in the development, coordination, and analysis of the annual budget, monthly forecasts, and long-term financial plans
• Prepare and analyze financial reports including variance analysis, profitability assessments, and KPI dashboards
• Work closely with business units to understand cost drivers, revenue trends, and financial implications of operational decisions
• Conduct ad hoc analyses to support strategic projects, such as pricing strategies, new business opportunities, or cost optimization
• Develop and maintain complex financial models for scenario planning and strategic initiatives

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred but not required
• Minimum 5 years of accounting experience, ideally in service-based or contractor-driven industries
• Strong understanding of US GAAP, accrual accounting, and financial reporting standards
• Experience with multi-entity, multi-currency accounting and distributed teams is a strong plus
• High proficiency in Google Workspace, Excel, and accounting/ERP platforms (OpenBooks experience is an advantage)
• Strong communication skills and ability to collaborate cross-functionally with remote stakeholders
• Self-starter who thrives in a fast-paced, asynchronous, and remote-first work environment

Preferred Attributes

• Experience supporting audits and external financial reviews
• Familiarity with investor relations or private equity reporting structures
• Strong analytical mindset with attention to detail and process optimization
• Previous experience in a tech-enabled services business is a plus

About the Role

We are seeking a highly analytical and technically skilled Marketing Operations Lead to drive the efficiency, scalability, and performance of our marketing organization. This role is critical in ensuring that all marketing processes, tools, and systems are optimized to support sustainable lead generation, customer retention, and cross-functional alignment.

The ideal candidate will bring a systems-oriented mindset, deep understanding of marketing technologies, and a strong ability to execute agile frameworks. You will collaborate with multiple departments, implement automation strategies, streamline workflows, and deliver actionable insights that support data-driven decision-making. This is a senior, hands-on role at the intersection of marketing, operations, and technology.
 

Key Responsibilities

Planning & Research

• Evaluate and recommend marketing technologies, tools, and processes for improvement.

• Conduct user research across marketing and business units to gather insights for tool development and process enhancements.

• Map the full customer journey, including all touchpoints and associated technology stacks.

Process Optimization & Development

• Identify operational inefficiencies and implement scalable solutions across departments.

• Lead the development or integration of software tools that enhance marketing workflows.

• Implement and optimize CRM systems and marketing automation workflows.
 

Analytics & Reporting

• Configure and manage marketing analytics platforms for accurate performance tracking.

• Design and maintain automated, real-time reporting systems to support strategy and operations.

• Ensure data reliability and clarity to guide tactical and strategic decisions.
 

Cross-Departmental Collaboration

• Maintain continuous communication with departments to identify and address bottlenecks.

• Align marketing operations with broader organizational processes and goals.

• Coordinate the planning and allocation of internal and external resources.

Knowledge Management & Enablement

• Maintain comprehensive documentation for all marketing tools and systems.

• Develop training materials, user guides, and tutorials to ensure successful adoption of technologies.

• Build and manage a centralized knowledge base for processes and technical assets.
 

Technology & Asset Management

• Oversee marketing infrastructure including domains, hosting, VOIP systems, listings, and access credentials.

• Maintain and monitor system integrations for consistency, compatibility, and efficiency.

• Serve as the primary contact for technology-related marketing issues and resource administration.
 

Qualifications

• Bachelor’s degree in Computer Science, Information Systems, or a related field.

• Proven experience in marketing operations, growth marketing, or technical project management.

• Strong technical proficiency with CRM systems, analytics platforms, and marketing automation tools.

• Experience with agile methodologies and systems thinking.

• Excellent problem-solving skills with the ability to drive projects from concept to completion.

• Deep understanding of marketing performance metrics and growth frameworks (e.g., AAARRR).

• Strong communication and collaboration skills with a proactive, solutions-focused mindset.