Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
Manage day to day cash operations and wire processing
Design and implement automated reconciliation workflows, build internal controls, and leverage AI tooling to reduce manual effort
Own and execute the monthly close process prepare financial reports tailored to management and other stakeholders
Recurring cash and loan portfolio reconciliations
Manage accounts receivable process, maintain strong client communication
Manage AP processes including vendor payments, expense management, and corporate card administration
Set up invoicing for new revenue streams and provide accounting support for fundraising, new lending programs, and partnerships as the business evolves

A Bachelor's degree in Accounting, Finance, or a related field, with 4
5 years of hands on experience at a tech startup, a public accounting firm, or a combination of both.
Experience in an environment where you owned processes end to end and can point to concrete examples of workflows you have built and automated.
Working knowledge of US GAAP accounting and experience supporting a financial audit, including documenting policies and preparing evidence.
Strong data skills with the ability to handle large datasets and build robust reconciliations that hold up under edge cases.
An AI native mindset with proficiency using AI tools in an accounting or operations context, or a genuine curiosity about pushing that further.
Familiarity with the unique nuances of lending and SaaS revenue models.
Strong communication skills, enabling you to collaborate seamlessly across teams and translate complex accounting issues for non-finance stakeholders.
Exceptional organizational skills and a high level of attention to detail to keep fast moving projects on track.

Accounting Manager

Key skills