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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing month-end close processes, financial reporting, and revenue recognition under US GAAP. Proficient in leveraging AI tools for financial analysis and workflow automation while maintaining accuracy and compliance.
Highest-signal resume keywords
US GAAP ExpertiseMonth-End Close ManagementAdvanced Excel ProficiencyAI Tools ProficiencySaaS Accounting Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Journal EntriesAccrual AccountingRevenue RecognitionFinancial Statement PreparationBalance Sheet ReconciliationVariance AnalysisForecastingBudgetingFinancial ReportingM&A Diligence
Soft Skills
Analytical SkillsAttention to DetailAdaptability
Tools & Technologies
SalesforceBill.comAI ToolsGoogle SheetsModern Accounting Systems
Certifications & Qualifications
CPA Preferred
Industry Keywords
SaaS AccountingSubscription BillingRecurring Revenue Models
About the role
Key responsibilities & impact- Own the monthly close, including journal entries, accruals, prepaid expenses, bank reconciliations, balance sheet reconciliations, and general ledger accuracy
- Manage revenue recognition under GAAP for deferred revenue and customer contract accounting
- Oversee billing operations, invoice accuracy, contract alignment, billing issue resolution, and accounts receivable and collections support
- Partner with Sales, Customer Success, and Merchant Operations to maintain consistent customer and contract data across Salesforce, Bill.com, and accounting systems
- Prepare monthly and quarterly reporting packages with supporting schedules and variance analysis
- Support board, investor, and lender reporting
- Coordinate with external auditors and tax advisors
- Maintain a strong internal control environment
- Support forecasting, budgeting, unit economics, margin analysis, and M&A diligence with the VP of Finance
- Build scalable reporting infrastructure and automate repetitive finance processes
- Use AI for financial analysis, variance explanations, forecasting, and management reporting while maintaining accuracy, security, human review, and accountability
Requirements
What you’ll need- 3 to 5 years of progressive accounting or finance experience
- Bachelor's degree in Accounting, Finance, or a related field
- Strong understanding of US GAAP, including accrual accounting, revenue recognition, and financial statement preparation
- Experience independently managing month-end close, balance sheet reconciliations, journal entries, and financial reporting
- Advanced proficiency in Excel or Google Sheets (required)
- Demonstrated proficiency with AI tools such as ChatGPT, Claude, or similar platforms
- Practical experience using AI to improve workflows, enhance analysis, and increase productivity
- Ability to identify manual, repetitive finance processes and translate them into scalable, technology-enabled workflows
- Strong analytical skills and attention to detail
- Comfort in a lean, fast-moving environment where priorities shift
- CPA preferred but not required
- Experience with SaaS accounting, subscription billing, or recurring revenue models is strongly preferred
- Experience with Salesforce, Bill.com, and modern accounting systems is a plus
Benefits
Comp & perks- Equity for every employee
- Claude and OpenAI accounts with token allowances
- Keystone AI infrastructure
- The Grid for sharing AI tooling and systems
- Show-and-tell learning and knowledge-sharing opportunities
- Equal Employment Opportunity company
- Accommodation support during the application and interview process
