Engagement Lead, Future Platforms (Accounting) | Housing

Key Responsibilities

• Own accounting engagement success end-to-end
• Drive the accounting portion of multiple concurrent engagements, from late-stage sales handoff through post-launch stabilization
• Roll off accounts once they are fully live and operating successfully on the platform
• Ensure accuracy, completeness, and operational readiness across all accounting workflows

Lead accounting discovery, scoping, and decisioning

• Partner with senior accounting stakeholders (Controllers, CFOs, Finance teams) to understand current-state workflows and define future-state processes
• Drive critical implementation decisions, such as:
  • Bank account onboarding strategy
  • Vendor onboarding and payment workflows
  • Chart of accounts structure and usage
  • Transaction and charge code design
• Translate ambiguous accounting needs into clear system configurations and requirements

Own configuration and implementation

• Lead hands-on accounting setup, including:
  • Chart of accounts (COA) configuration
  • Vendor and entity setup
  • Mapping of transactions and workflows
• Manage detailed back-and-forth with clients to gather, validate, and refine data inputs
• Ensure integrity and correctness of client-provided materials (e.g., validating GL structures, identifying inconsistencies, resolving gaps)

Drive migration and post-launch success

• Ensure full readiness for data migration and system cutover
• Lead post-launch activities, including:
  • Reconciliations and validation of financial data
  • Stabilization of accounting workflows in the new system
  • Kickstarting close processes and operational rhythms
• Act as the primary owner of a clean, accurate transition into the platform

Enable adoption and training

• Run trainings, walkthroughs, and tailored demos for accounting teams
• Ensure end users are confident operating within the new system
• Identify and resolve adoption blockers early

Build scalable systems and playbooks

• Turn implementation learnings into repeatable processes, templates, and best practices
• Partner with Product and Engineering to surface gaps and improve accounting workflows
• Help define what “great” looks like for accounting implementations at scale

Requirements

• Background in accounting or finance (e.g., former Controller, Senior Accountant, accounting consultant, or accounting-focused operator), ideally in a high-growth or tech-enabled environment
• Experience managing complex, client-facing implementations or projects
• Strong understanding of accounting fundamentals (GL, reconciliations, close process, workflows)
• Comfortable getting into the weeds with data, configurations, and systems
• Excellent communicator who can build trust with senior finance stakeholders
• Highly organized and able to manage multiple concurrent engagements under tight timelines
• Autonomous, detail-oriented, and comfortable operating in ambiguity
• Willingness to work in person at our office 4-5 days a week

Job Compensation Range

The salary range for this role is $190,000 - $250,000. EliseAI offers a competitive total rewards package which includes base salary, equity, and a comprehensive benefits & perks package.