Finance Manager

CWILL•Cary, NC

8d•$80,000•Hybrid

About The Position

CWILL is an integrated post-purchase and retention suite for Shopify brands. One data layer connects order tracking, returns, reviews, loyalty, and AI support, helping 30,000+ Shopify merchants turn every order into long-term growth. We are profitable and bootstrapped, with a small team, direct access to leadership, and a fast-moving cross-border operating model across the United States and China. This role is ideal for someone who can operate independently in an early-stage environment, maintain rigorous US GAAP standards, and translate business needs between US local operations and the China finance team. You will manage full-cycle accounting, AP/AR, expense processes, tax and CPA coordination, payroll support, reporting, cash forecasting, internal controls, and finance support for sales and operations. The role requires both strong execution and the judgment to design practical processes as the US business scales.

Requirements

Bachelor’s degree or higher in Accounting, Finance, or a related field; US CPA or CPA Candidate status is strongly preferred.
4+ years of hands-on US accounting/finance experience, including full-cycle accounting, close support, AP/AR, reconciliations, tax coordination, and reporting.
Strong knowledge of US GAAP and practical familiarity with US tax and compliance workflows; ability to work effectively with external CPA/tax advisors.
Comfort with SaaS revenue and operating metrics such as ARR, MRR, churn, deferred revenue, subscription billing, and investor/auditor expectations.
Proficiency with QuickBooks Online or Xero; familiarity with modern finance and operations tools such as Ramp, Brex, Deel, Gusto, or similar platforms.
Advanced Excel/Google Sheets skills, including lookups, pivot tables, data cleaning, and financial analysis.
Native or professional-level English for working with US employees, banks, CPA/tax advisors, auditors, and investors; strong Mandarin Chinese ability for collaboration with China-based finance and leadership teams.
High integrity, discretion, accuracy, and ownership; able to manage confidential financial information responsibly.
Hands-on, low-ego operating style; comfortable working without a large finance team and independently handling detailed execution while building scalable processes.

Nice To Haves

Experience in SaaS, Shopify ecosystem, cross-border e-commerce, technology, or startup environments is preferred.
Experience reconciling high-volume, multi-source online payment activity such as Stripe, PayPal, Shopify payouts, or similar merchant/payment systems is a strong plus.
You have helped a US entity build finance operations from an early stage and can show examples of practical controls or reporting processes you created.
You have worked in a Chinese cross-border company, founder-led environment, Shopify/DTC/e-commerce ecosystem, or SaaS business.
You can explain complex US accounting, tax, or compliance topics clearly to both US business leaders and China-based finance stakeholders.
You bring a strong sense of business partnership, not only accounting execution: you can support contracts, commissions, ROI analysis, cash planning, and financing readiness.

Responsibilities

Own daily bank account and corporate credit card reconciliations; perform full-cycle bookkeeping for the US entity and support monthly and quarterly close.
Prepare financial statements and management reports as needed, including P&L, balance sheet, cash flow, and variance analysis.
Build and improve employee expense reimbursement processes; review receipts and supporting documentation, ensure compliance, and maintain organized digital records.
Manage accounts payable and accounts receivable, including vendor invoice review, local payment coordination, customer billing support, and collections follow-up as appropriate.
Calculate and review sales commissions based on approved incentive plans; participate in incentive-plan improvement discussions and provide channel ROI analysis with actionable recommendations.
Act as the internal finance point of contact for external US CPA/tax advisors; organize clean financial data and support federal, state, local, income tax, and sales tax filings.
Monitor relevant US federal, state, and local finance/tax compliance requirements and flag risks or optimization opportunities to leadership.
Support transfer-pricing review and related cross-border finance documentation in coordination with the China finance team and external advisors.
Partner with HR to review and support US payroll and benefits administration through systems such as Deel, Gusto, or similar platforms, including payroll data review and tax withholding coordination.
Design and implement practical finance controls for CWILL’s stage, including purchase approval workflows, payment authority matrices, reimbursement policies, and documentation standards.
Maintain fixed asset records for the US office and ensure finance records, contracts, invoices, receipts, and key legal documents are properly archived digitally and, where needed, physically.
Identify opportunities to automate, standardize, or simplify finance operations using modern tools such as QuickBooks Online, Xero, Ramp, Brex, Excel, and related systems.
Lead monthly and quarterly close for the US entity and establish a clear US-China accounting adjustment mechanism for differences between US GAAP and China reporting needs.
Partner with the US CEO on annual and rolling budgets; build weekly and monthly cash-flow forecasting models to support local operating decisions and overseas fund safety.
Manage the US banking relationship and support the full lifecycle of overseas funds management, including liquidity planning and conservative, low-risk cash-yield strategies where appropriate.
Prepare finance materials for future US financing activities, including investor diligence, third-party audit support, and clear explanations of US finance, tax, and compliance matters.