Lead, mentor, and develop a high-performing accounting operations team, including payroll, accounts payable, and financial systems.
Establish and monitor KPIs to assess team performance and ensure alignment with department and company goals.
Set strategy and execution plan for department to achieve mid-term team results (> 3 mos). Define strategy for the team in alignment with stakeholders, company-wide priorities, and customer needs.
Oversee the monthly close process, ensuring accurate and timely reconciliations of key accounts.
Optimize workflows and processes to improve efficiency, reduce manual effort, and mitigate risk.
Implement and maintain robust internal controls to ensure compliance with SOX and other regulatory requirements.
Drive the effective use of technology, including ERP systems (e.g., NetSuite), expense management tools (e.g., Expensify, Brex), and payroll platforms.
Collaborate with IT and finance teams to evaluate, implement, and integrate new systems as needed to support scaling operations.
Identify and lead initiatives to automate manual processes in payroll, AP, and expense management.
Develop and document policies, procedures, and best practices to support scalability and readiness for public company reporting.
Ensure compliance with GAAP, tax regulations, and other relevant financial reporting standards.
Partner with the technical accounting team and external advisors to prepare for IPO readiness, focusing on operational processes and controls.
Partner with treasury, tax, and other stakeholders to align accounting operations with overall company objectives.
Support internal and external audits, addressing operational accounting inquiries and ensuring timely resolution of findings.
Requirements
Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred).
10+ years of progressive experience in accounting operations, with at least 5 years in leadership roles.
Strong understanding of GAAP, financial controls, and accounting operations best practices.
Experience with ERP systems (NetSuite preferred) and tools like Expensify, Ramp, or Brex.
Proven ability to lead process improvements, implement controls, and drive efficiency in a scaling environment.
Exceptional communication and interpersonal skills, with the ability to influence and collaborate across teams.
Experience preparing for IPO or operating in a public company environment is a plus.