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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting and accounting for technology clients, including proficiency in revenue recognition, audit preparation, and regulatory compliance. Strong analytical skills support effective budgeting, forecasting, and financial analysis.
Highest-signal resume keywords
CPA DesignationPublic Company Audit ExperienceFinancial Reporting ExperienceTechnical Accounting in TechnologyAnalytical and Problem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial StatementsMD&ARevenue RecognitionConsolidation ModelsForeign-Currency TranslationBudgetingForecastingAudit PlansImpairment ModelsSaaS Accounting
Soft Skills
Analytical SkillsProblem-Solving Skills
Tools & Technologies
SEDAR+EDGAR
Certifications & Qualifications
CPA
Industry Keywords
Technology ClientsHigh-GrowthPublic CompanyFinancial Reporting IssuersConvertible InstrumentsStock-Based CompensationDebt/Equity SplitsR&D ExpensesMulti-Entity GroupsSpecial-Project Bookkeeping
About the role
Key responsibilities & impact- Own end-to-end quarterly and annual financial statements and MD&A for high-growth technology clients
- Address complex accounting issues involving R&D expenses, revenue recognition, intangible assets, impairment, warrants, convertible instruments, derivative liabilities, unit offerings, debt/equity splits, and stock-based compensation
- Build consolidation and foreign-currency translation models for multi-entity groups
- Deliver balance sheet, P&L, variance, cash runway, and financing-timing analyses
- Guide annual budgets and rolling forecasts
- Handle special-project bookkeeping and period-end close entries
- Design year-end audit plans, prepare audit support, and lead external auditor discussions
- Monitor regulatory changes and prepare timely SEDAR+ and EDGAR filings
- Own and scale Treewalk’s Technology service line and develop team members
Requirements
What you’ll need- CPA designation required
- Significant public company audit and/or financial reporting experience with early-stage or scaling technology reporting issuers listed in Canada and/or the US
- Hands-on technical accounting experience in technology, including SaaS and multiple-element revenue recognition, capitalized software development costs, and impairment models
- Strong analytical and problem-solving skills
Benefits
Comp & perks- 100% of CPA modules, annual dues, and professional development courses paid
- Flexible schedule and remote work flexibility
- Extended health, dental, vision, and parental-leave benefits from the first day
- Holacratic, ownership-oriented work environment
- Growth and training opportunities toward CFO and capital-markets strategy roles
