Senior Accountant III

The Role You'll Play

As a Senior Accountant III at CB Insights, you will be part of a team that is responsible for maintaining the financial integrity of the organization. In this pivotal role, you will contribute to various accounting functions, financial reporting, and compliance processes. As a key member of our finance team, you will play a critical role in shaping financial strategy, ensuring accuracy of financial records, and providing insights that drive informed decision-making.  

About CB Insights' Finance Team

 Our finance team plays a vital role in steering CB Insights' financial health and growth. We are dedicated to maintaining a strong foundation of financial stewardship, accuracy, and transparency. The Senior Accountant III position is essential in ensuring that our financial operations are aligned with our strategic goals.

Your Main Tasks

• Contribute to functions such as accounts payable, accounts receivable, general ledger, and financial reporting.
• Ensure timely and accurate financial reporting, including monthly, quarterly, and year-end financial statements.
• Collaborate with cross-functional teams to provide accurate financial data for budgeting, forecasting, and internal/external audits.
• Monitor compliance with accounting standards, regulations, and internal controls, ensuring that financial practices adhere to best practices and applicable laws.
• Drive process improvements and automation initiatives to enhance the efficiency and accuracy of financial operations.
• Contribute to monthly and year-end close processes, including reconciliation of accounts, accruals, and preparation of financial statements.
• Lead the preparation of complex financial analyses and reports, providing insights to guide decision-making and drive business growth.
• Develop and implement accounting policies, procedures, and internal controls to ensure compliance and accuracy in financial reporting.
• Monitor changes in accounting regulations and assess their impact on financial reporting and operations.
• Play a key role in the external audit process, collaborating with auditors and ensuring timely submission of required documentation.

What You Bring to the Table

• Bachelor's degree in accounting, finance, or a related field; CPA designation strongly preferred.
• 5+ years of relevant accounting experience. i.e. ASC606, ASC842, Fixed Assets, Payroll, Sales Tax. Experience in SaaS industry is preferred. 
• Extensive knowledge of Generally Accepted Accounting Principles (GAAP) and financial reporting standards.
• Proven experience leading and managing accounting teams, fostering a collaborative and results-driven environment.
• Strong understanding of financial systems and tools, with proficiency in ERP systems (Sage Intacct preferred)
• Exceptional analytical skills, with the ability to interpret complex financial data and provide strategic insights.
• Excellent communication skills, both written and verbal, to effectively interact with stakeholders at all levels.
• Experience in managing the monthly and year-end close processes, financial statement preparation, and audit coordination.
• Demonstrated ability to drive process improvements, enhance efficiency, and implement best practices.
• Commitment to maintaining financial accuracy and compliance with established policies and regulations.
• Proactive mindset with a drive to stay current on changes in accounting regulations and industry trends.

You'll be Successful here if

• You have a passion for financial stewardship and strategy.
• You are adept at interpreting complex financial data and providing strategic insights.
• You thrive in a dynamic and fast-paced environment.
• You possess strong communication skills and can interact effectively with internal teams and external stakeholders.
• You are committed to maintaining financial accuracy and ensuring compliance with accounting standards and regulations.

 

Please note this is a US-based role.

In addition to base salary listed below, this role is also eligible for a bonus opportunity.

Compensation$90,000—$110,000 USD

What we're all about 

CB Insights is the leader in predictive intelligence on private companies—turning exclusive data on millions of firms into early, trusted signals on future performance and direction. The company pioneered predictive intelligence with its Mosaic Score—the first system to reliably forecast the outlook for a private company—and has since built it into a comprehensive platform of AI and data capabilities. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do.

CB Insights Leadership Principles

At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work. 

1. Solve customer problems. It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process. 
2. Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
3. Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
4. Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
5. Danger zones: 
   • Bureaucracy. May the best ideas and execution win.
   • Complexity. Leaders use frameworks and systems to simplify. 
   • No commitment. Leaders don’t compromise just to get along. Debate. Disagree. But once a decision is made, commit.
   • Leaving what’s important unsaid or undone. No “circling back.”
6. Data informs. Insight transforms.  Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
7. Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they’re excited to share with the world.
8. Live off the land. Leaders creatively use resources already available to them – especially AI – to execute and automate their work. 
9. Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
10. Help others. Leaders know we’re building this together.

You’ll want to work here if

• You are excited about how AI is transforming tech 
• You are hungry for feedback and the chance to grow 
• Your instinct is to work smarter not harder 
• You love developing as a SME with a strong POV
• You are motivated by challenges and big ideas 
• You believe in radical personal accountability 

You don’t want to work here if: 

• You are a tech pessimist 
• Radical Candor is not your style 
• You like to build big processes 
• You stay @ the 30,000 foot view instead of digging into the details 
• You prefer to operate in your comfort zone 
• You expect to be judged by outputs instead of outcomes 

What we offer: 

• Industry Insight: over 500k+ people follow our tech newsletter: sign up here
• Holistic compensation: Competitive cash compensation, comprehensive healthcare coverage (PPO, HSA, and FSA options), multiple mental health resources, 401(k) with company match, annual professional development stipend, and generous paid time off.

About Our Pay Practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions are informed by qualifications, location, internal equity, and current market data. While we aim to hire at our established Hiring Target, starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience.

Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We’re proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.