Sandbox - Senior Associate, Finance and Accounting

Sandbox • Richmond, VA

5d

About The Position

As our client list grows, so does our need for talented, hard-working team members. We are a small, scrappy start-up looking for a numbers-obsessed self-starter who has the chops to help lead our Finance and Accounting practice. As a Senior Associate, we can assure you no workday will be the same, and we mean that literally. You’ll carry a portfolio of 10-12 clients at any given time, including early-stage startups, established businesses, and mission-driven nonprofits, spanning different industries, business models, and stages of growth. You’ll own those relationships, guide junior team members, and bring a sharper analytical lens to the work. On any given day, week, or month you will:

Requirements

• You hold a bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related business field and bring 4-6 years of experience in public accounting, finance, consulting, or another analytical role.
• You have a strong command of financial statements and accounting fundamentals, and you don’t just read the numbers, you interrogate them.
• You can spot emerging cash flow issues early and communicate financial insights in a way that drives action.
• You’ve built trusted relationships with founders or business leaders and are comfortable serving as a primary point of contact for clients, acting as an advisor rather than simply executing tasks.
• You have experience building and reviewing complex financial models, including multi-scenario forecasts, headcount planning, revenue models, and 13-week cash flow projections.
• You know how to pressure-test your work before it reaches investors or a board.
• You understand the mechanics of bookkeeping and month-end close, including chart of accounts structure, reconciliations, and where financial processes tend to break down.
• You are fluent in QuickBooks Online, Excel or Google Sheets, and modern finance tools such as Ramp, Brex, Bill.com, Carta, and Pulley, and can jump in hands-on when needed.
• You communicate clearly with both financial and non-financial audiences, whether explaining a cash flow model to a first-time founder or summarizing performance insights for a leadership team or board.
• You are resourceful, self-directed, and curious, able to manage multiple priorities, ask thoughtful questions, and move work forward even when situations are ambiguous.

Nice To Haves

• Bonus points if you hold (or plan to pursue) your CPA and have a genuine interest in venture capital, startups, or early-stage company finance.

Responsibilities

• Own day-to-day relationships for a portfolio of clients, serving as their primary point of contact, running weekly check-ins, proactively flagging issues, and building the kind of trust that makes you a real partner to their business, not just a vendor.
• Lead and review the work of Associates and junior team members on your client accounts, including month-end close packages, reconciliations, and financial statements, ensuring accuracy and coaching the team along the way.
• Take point on more complex financial modeling and forecasting work, including multi-scenario models, headcount plans, revenue projections, and 13-week cash flows that give clients the clarity they need to make big decisions.
• Review and sign off on monthly close packages and financial statements before they go to founders and partners, bringing a senior eye to accuracy and presentation.
• Support bookkeeping oversight across your client portfolio, including account reconciliations, chart of accounts setup, AP/AR management, and month-end close.
• Drive capital raise support and investor relations for clients in fundraising mode, including building and updating models, preparing materials, and helping founders tell a compelling financial story under scrutiny.
• Build and maintain client-specific dashboards, KPI trackers, and reporting tools that give leadership teams real visibility into what’s working and what needs attention.
• Draft financial reports and investor updates that translate complex data into clear, decision-ready language for non-financial audiences.
• Jump into ad hoc projects as they come up, which often means building a one-off analysis from scratch, setting up a new software tool, or migrating data when a client switches systems. You’ll figure it out and document what you learn.
• Conduct research and valuation analyses on companies and competitors to support client strategy and fundraising conversations.
• Keep client documentation, templates, and systems organized and accessible, because good information architecture makes everything else run smoother.
• Collaborate with Sandbox partners, teammates, and strategic affiliates to support firm initiatives and community engagement.
• Stay curious and keep building. The tools, industries, and challenges you’ll encounter are constantly evolving, and so should you.

Benefits

• Comprehensive health benefits with employer contribution. It pays to keep your employees healthy.
• Family-friendly, flexible work schedule with generous PTO and mental wellness days. Work-life integration is a thing and we are here to support.
• Employer-matched 401K. No time delays & no vesting schedules. Enroll and keep all money on day one.
• Ongoing professional development and networking opportunities.
• Monthly team events - we sure know how to host a happy hour and we are never too busy to break for a volunteer opportunity.
• Bragging rights that you are part of something BIG!
• Most importantly, you get to go to sleep each night knowing you are helping savvy, driven entrepreneurs achieve their goals - how awesome is that??

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level