Accounting Solutions Consultant
Leads technical demos of AI agents for accounting workflows, serves as finance expert handling compliance and due diligence questions, and partners with sales on enterprise deals. Requires 3+ years in accounting/finance and strong communication skills.
About the job
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.
Skills
Quickbooks, Xero, NetSuite, Bill.Com, Ramp, Technical Accounting, Compliance, Integrations, Security, It Questionnaires
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