Accounting Ops & Technology Manager

Primary Responsibilities

• Own the endorsements process end-to-end, ensuring accuracy, timeliness, and audit readiness.
• Drive automation and process improvement initiatives to enhance efficiency and accuracy across accounting operations.
• Leverage AI tools, including Anthropic Claude and OpenAI ChatGPT, to create effective prompts, streamline workflows, and support data analysis, reporting, and operational decision-making across fintech and finance functions.
• Support month-end, quarter-end, and year-end close processes, including journal entry preparation and posting.
• Perform account reconciliations, investigating and resolving discrepancies in a timely manner.
• Support cash management, accruals, invoicing, and cost allocations as part of core accounting functions.
• Support the audit process by gathering required documentation, preparing audit schedules, and responding to auditor requests.
• Collaborate with cross-functional teams to ensure accurate financial reporting and adherence to deadlines.

Secondary Responsibilities (FinTech & Reporting Support)

• Act as the FinTech liaison for the Accounting team, supporting systems, tools, and current/future integrations.
• Write, build, and optimize NetSuite reports to support accounting and finance visibility.
• Administer and monitor FloQast, including task setup, folder locking, and close monitoring.
• Support continued optimization of Ramp for expense management and workflow efficiency.
• Assist with process documentation and standardization across accounting operations.
• Support broader accounting operations and special projects as needed.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 8+ years of experience in accounting.
• Strong understanding of US GAAP and general accounting principles.
• Experience working with US and International companies.
• Familiarity with AI tools and platforms, including Anthropic Claude and OpenAI ChatGPT.
• Proficient in Microsoft Excel and Google Sheets.
• Experience with Sage Intacct, NetSuite (including report writing and system navigation).
• Strong attention to detail, accuracy, and organizational skills.
• Ability to prioritize tasks effectively and meet deadlines in a fast-paced environment.
• Excellent communication and interpersonal skills.
• Experience with process improvement initiatives and automation is a strong plus.
• Self-starter who is proactive and takes initiative.
• Ability to adapt quickly to changing priorities.

Nice-to-Haves

• CPA or other relevant certification.
• Big 4 public accounting experience.
• Familiarity with close management tools (e.g., FloQast) and expense platforms (e.g., Ramp).