Position Overview:This is a hands-on senior individual contributor role with team leadership. You'll be the operational backbone of the close cycle, own day-to-day accounting operations, and partner closely with the CFO on the financial reporting package and audit. You'll have the freedom and support to implement automated workflows and see your impact across the organization. You'll be working in a modern stack: QuickBooks Online, Salesforce, Bill.com, Ramp, Concur, and Claude for AI-assisted workflows. If you love integrations, automation, and the satisfaction of eliminating low-value manual work, this role was built for you.
Key Responsibilities:- Manage accounting staff and any additional contractors, including assigning work, reviewing deliverables, and ensuring quality and timeliness across the team
- Own the monthly and quarterly close cycle end-to-end, driving toward a compressed, repeatable timeline with minimal manual intervention
- Day-to-day accounting operations: revenue recognition, AP/AR, payroll entries, and GL maintenance
- Complex revenue recognition and deferred revenue schedules across subscription and services contracts
- Preparation of the monthly financial reporting package (P&L, balance sheet, cash flow) for the CFO
- Annual audit support - PBC list, documentation, and auditor responses alongside the CFO
- Design and implementation of automated close workflows, leveraging AI tools and modern accounting platforms to eliminate manual work that shouldn't exist
- Cross-functional partnership with sales ops, legal, and HR on contracts, vendor agreements, and employee-related accounting matters
- Support for the CFO on board reporting and investor-facing materials as needed
- Manage day-to-day accounting operations including revenue recognition, accounts payable/receivable, payroll entries, and general ledger maintenance
- Lead the design and implementation of automated close workflows, leveraging AI tools and modern accounting platforms to eliminate low-value manual work
- Coordinate with external auditors and manage the annual audit process, including PBC list preparation, documentation, and audit inquiry responses
- Support the CFO on financial modeling, board reporting, and investor-facing materials as needed
- Partner cross-functionally with sales operations, legal, and HR on revenue contracts, vendor agreements, and employee-related accounting matters
- Other duties as assigned
Qualifications- Required
- Accounting experience, including public account experience in audit
- 2+ years in industry, preferably at a technology or professional services company
- Hands-on month end close experience
- Working knowledge of revenue recognition under ASC 606, particularly in a subscription or services context
- Demonstrated ability to optimize processes and work efficiently
- Comfort with AI tools in a finance context (AI-assisted reconciliation, automated workflows, intelligent reporting)
- Strong written and verbal communication
- Preferred
- CPA license (or active candidate)
- Experience supporting or managing an external audit as the primary company contact
- Exposure to internal controls design or SOC readiness work
- Familiarity with cybersecurity or managed services business models
- Experience at Big 4 accounting firm
Expectations:- At 60 days:
- Execute a full close cycle end-to-end with CFO oversight
- Understand how revenue is recognized across contract types and validate existing schedules
- Onboarded to all systems with baseline access and controls established
- Within 90 days:
- Executing the close on a tightened timeline with documented procedures
- Propose close optimization ideas with specific automation recommendations
- Deliver a clean monthly financial reporting package to the CFO
- Begin transitioning work from external accounting vendors
- By 180 days:
- Close cycle is compressed, documented, and executing on an accelerated, predictable schedule
- At least one meaningful automation or AI-assisted workflow is live and measurably reducing manual effort
- Audit readiness documentation is current and you're the primary day-to-day contact during the audit
- Revenue recognition processes are fully documented, auditable, and consistently applied
- You're a trusted finance partner to the business and a thoughtful contributor to financial discussions
Why You'll Love Working Here- Comprehensive medical, dental, and vision coverage, the company covers 100% of employee premiums and 90% of dependent premiums on base plans
- Unlimited PTO, 7 paid sick days, and 11 paid holidays
- 401(k) with 4% company match after 90 days, immediately vested
- Company-paid life insurance at 1x annual salary
- Company-paid Short-Term Disability (STD) and Long-Term Disability (LTD) coverage
- $125 monthly home-office tech stipend for internet, equipment, and other technology needs
- Amazing colleagues, a collaborative environment, and a supportive, growth-focused culture
