Accounting Solutions Consultant

Responsibilities

• Lead value-based demos showing prospects how AI agents transform month-end close, reconciliations, audit, and tax workflows.
• Serve as finance expert to field questions on technical accounting, compliance, and integrations.
• Own security and IT questionnaires and guide prospects through technical due diligence.
• Drive technical qualification by identifying best opportunities and running structured evaluations.
• Partner with Account Executives on strategy for complex cycles and enterprise deals.
• Ensure smooth handoffs to post-sales teams through clear knowledge transfer.
• Stay current on accounting practices, industry trends, and competitive landscape.

Requirements

• 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity.
• Process-oriented: Break down complex problems into clear, repeatable steps.
• Strong communicator: Explain technical concepts to executives and accounting teams.
• First principles reasoner: Question assumptions and apply lessons to new solutions.
• Company-builder: Excited to build foundations as we rapidly scale.
• All-in: Ready for high velocity, high responsibility environment.
• Office lover: Prefers in-person collaboration in NYC office.

Nice-to-Haves

• Early stage startup experience.
• Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.).

What Success Looks Like

• Startup mindset: Excited about ambiguity and rapid growth.
• All-in: Not a 9-5 role; optimizing for high velocity.