Strategic Finance Lead

Job Description

Undivided Life is seeking a sharp, detail-oriented finance and accounting professional with real-world experience to ramp up quickly, manage multiple entities simultaneously, make sound decisions, and keep the financial engine running across a growing portfolio of businesses and clients. This is a role for someone looking to grow in their career and provide value beyond just the accounting function. This is not an entry-level role, and the expectation is not only that you will meet deliverables but also that you will be a systems thinker who anticipates second- and third-order effects of decisions.

This role reports directly to the Managing Partners and serves as the financial backbone for a growing ecosystem of owned brands, including Undivided Life itself. In addition, this role provides accounting and financial support for a portfolio of external consulting clients, where the scope of work may include everything from strategic finance, dashboarding, KPI tracking, board-level reporting, bookkeeping, organizational structure optimization, tax and legal strategies, treasury setup and management, and chart of accounts review.
If you are energized by meaningful work, high standards, a faith-first work culture, and the chance to promote human flourishing, this may be a great fit.

What You'll Be Doing
• Own the full-cycle accounting process across multiple entities, including general ledger management, journal entries, bank reconciliations, and month-end close
• Prepare and deliver timely, accurate financial statements and management reports for each brand and for consolidated reporting
• Manage accounts payable, accounts receivable, and cash flow monitoring across all entities
• Support and deliver strategic finance, dashboarding, KPI tracking, and board-level reporting, as well as bookkeeping, financial reporting, and close processes for external consulting clients
• Collaborate with the Managing Partners on budgeting, forecasting, and financial planning to support strategic decision-making
• Evaluate and improve chart of accounts structures, reporting workflows, and close procedures across owned brands and client engagements
• Coordinate with external CPAs, tax advisors, and legal counsel for tax filings, compliance, and entity structuring
• Assist with treasury setup and management, including bank account administration and cash positioning
• Maintain compliance with federal, state, and local financial regulations, including sales tax obligations in several states, including Texas
• Identify process gaps, build lightweight systems, and push work forward proactively in an environment without formal SOPs
• Keep multiple workstreams organized and moving without needing constant oversight

Core Qualifications
• Bachelor's degree in accounting, finance, or a related field
• 5-7+ years of progressive accounting experience, ideally in a multi-entity, small business, consultative, and/or entrepreneurial environment
• CPA designation preferred but not required
• Strong working proficiency in QuickBooks Online, Excel, and PowerPoint
• Solid understanding of GAAP, financial reporting, and month-end close processes
• Experience with multi-entity consolidation or managing books for multiple businesses simultaneously
• Familiarity with state-level sales tax compliance and reporting

Key Skills
• Ability to manage, prioritize, and own outcomes for multiple workstreams across different brands and clients without losing accuracy or momentum
• Strong analytical instincts with the ability to translate financial data into clear, actionable insights for leadership
• Comfortable building and improving processes from scratch in a fast-paced environment without formal SOPs
• Exceptional attention to detail paired with the ability to see the bigger picture across a complex portfolio
• Operates with autonomy, sound judgment, and a high degree of personal ownership
• Collaborative by nature, with the ability to work cross-functionally with operators, advisors, and external partners
• Exceptional written and verbal communication skills, including the ability to explain financial concepts to non-financial stakeholders
• Resourceful, self-directed, and energized by solving problems rather than waiting for instructions

About the Employer

Undivided Life deploys timeless principles to foster business excellence and build dynamic people-centric cultures. Through our advisory services, we help leaders and organizations achieve healthy growth and make a meaningful impact on all stakeholders. Our diverse expertise includes branding, marketing, strategic design, operations, finance, sales, and executive leadership, enabling us to deliver comprehensive solutions tailored to our clients' needs and to execute at the highest level within the brands we own.

We are building a team of impact players who are not only talented but also trustworthy, virtuous, self-directed, and deeply aligned with our mission. We want people who are hungry to do excellent work, humble enough to keep learning, and steady enough to lead themselves well.