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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in month-end, quarter-end, and year-end close processes, with a strong understanding of US GAAP and SOX compliance. Proven ability to improve accounting processes and leverage technology for scalability and efficiency in a public company environment.
Highest-signal resume keywords
US GAAP ExpertiseSOX Compliance FamiliarityMulti-Entity Accounting ExperienceCPA PreferredNetSuite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Month-End CloseJournal Entry PreparationAccount ReconciliationAudit-Ready Workpapers ProductionCost AllocationsIntercompany AccountingFX RevaluationProcess ImprovementAutomation ImplementationFinancial Analysis
Soft Skills
Problem-SolvingCuriosityFast LearningGrowth MindsetStrong Communication
Tools & Technologies
NetSuiteZipT&E PlatformsClose Management Platforms
Certifications & Qualifications
CPA Preferred
Industry Keywords
Public AccountingIPO ReadinessAudit SupportCost-Plus ArrangementsControl Improvements
About the role
Key responsibilities & impact- Own month-end, quarter-end, and year-end close for accruals, investments, leases, intercompany activity, and cost allocations
- Prepare and review journal entries, reconcile accounts, analyze balances and trends, and ensure completeness and accuracy
- Prepare and maintain intercompany and consolidation entries across Plaid entities, including cost-plus arrangements and FX revaluation and elimination
- Partner with FP&A, Strategic Finance, Tax, Treasury, Legal, Marketing, and vendors to ensure spend is accrued accurately
- Identify and implement process, automation, and control improvements to shorten the close and support SOX 404 readiness
- Serve as primary contact for assigned areas during the annual audit, preparing support and responding to auditor requests
- Build scalable and efficient accounting processes supporting Plaid’s growth and public readiness
- Document and strengthen controls, improve supporting documentation, and identify opportunities to automate manual work
Requirements
What you’ll need- 6+ years of progressive accounting experience, including Big 4 public accounting
- Deep understanding of US GAAP
- Experience at a public company or with IPO readiness
- Familiarity with SOX compliance
- Ability to produce audit-ready workpapers
- Experience with multi-entity, multi-currency accounting
- Proficiency with NetSuite, Zip, T&E, and close management platforms is a plus
- CPA preferred
- Problem-solving and first-principles thinking
- Curiosity, fast learning, and a growth mindset
- Hands-on, can-do attitude
- Track record of improving processes, leveraging technology, and scaling operations
- Strong communication and collaboration skills
Benefits
Comp & perks- Equity and/or commission may be offered depending on the position
- Comprehensive medical, dental, and vision benefit plan
- 401(k)
- Equal opportunity employer
- Reasonable accommodations for candidates with disabilities
