Finance Manager

CWILL invites you to join as Finance Manager to own day-to-day US finance operations, accounting, controls, tax coordination, payroll support, and reporting for CWILL's US entity, in collaboration with the China finance team. This onsite role is based in Cary, North Carolina, with a salary range of USD 80,000 to 120,000 per year. The position emphasizes cross-border collaboration and hands-on ownership of financial processes.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Responsibilities

• Perform daily bank account and corporate credit card reconciliations; manage 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.
• Design and improve employee expense reimbursement processes; review receipts and documentation, ensure compliance, and maintain organized digital records.
• Oversee 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 improvements and provide channel ROI analysis with actionable recommendations.
• Serve 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 US federal, state, and local compliance requirements and flag risks or optimization opportunities to leadership.
• Support transfer-pricing reviews and related cross-border 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 archived digitally and, where needed, physically.
• Identify opportunities to automate, standardize, or simplify finance operations using 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.
• Collaborate with the US CEO on annual and rolling budgets; build weekly and monthly cash-flow forecasting models to support local 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.

Requirements

• Bachelor’s degree or higher in Accounting, Finance, or a related field; US CPA or CPA Candidate status strongly preferred.
• 4+ years of hands-on US accounting/finance experience, including full-cycle accounting, close support, AP/AR, reconciliations, tax coordination, and reporting.
• Experience in SaaS, Shopify ecosystem, cross-border e-commerce, technology, or startup environments is preferred.
• 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.
• Experience reconciling high-volume, multi-source online payment activity such as Stripe, PayPal, Shopify payouts, or similar merchant systems is a strong plus.
• Proficiency with QuickBooks Online or Xero; familiarity with 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 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.
• SaaS industry experience: 2 years (Required)
• QuickBooks and Xero experience: 1 year (Required)
• CPA status (Preferred)

Technologies

• QuickBooks Online
• Xero
• Ramp
• Brex
• Excel
• Google Sheets
• Deel
• Gusto
• Stripe
• PayPal
• Shopify payouts
• Shopify

Work location and relocation

This position is based in or near Cary, North Carolina. CWILL may consider a hybrid or remote work arrangement depending on business needs, the candidate’s location, compliance considerations, and company policy. Candidates who are not already local must be able and willing to relocate to the Cary, NC area before onboarding/start date. Any relocation arrangement must be confirmed in writing by the company.