Accounting Ops & Technology Manager

Own the endorsements process end-to-end, ensuring accuracy, timeliness, and audit readiness.

Drive automation and process improvement initiatives to enhance efficiency and accuracy across accounting operations.

Leverage AI tools, including Anthropic Claude and OpenAI ChatGPT, to create effective prompts, streamline workflows, and support data analysis, reporting, and operational decision-making across fintech and finance functions. 

Support month-end, quarter-end, and year-end close processes, including journal entry preparation and posting.

Perform account reconciliations, investigating and resolving discrepancies in a timely manner.

Support cash management, accruals, invoicing, and cost allocations as part of core accounting functions.

Support the audit process by gathering required documentation, preparing audit schedules, and responding to auditor requests.

Collaborate with cross-functional teams to ensure accurate financial reporting and adherence to deadlines.

Act as the FinTech liaison for the Accounting team, supporting systems, tools, and current/future integrations.

Write, build, and optimize NetSuite reports to support accounting and finance visibility.

 Administer and monitor FloQast, including task setup, folder locking, and close monitoring.

Support continued optimization of Ramp for expense management and workflow efficiency.

Assist with process documentation and standardization across accounting operations.

Support broader accounting operations and special projects as needed.

Bachelor’s degree in Accounting, Finance, or a related field.

CPA or other relevant certification preferred

Big 4 public accounting experience preferred.

8+ years of experience in accounting.

Strong understanding of US GAAP and general accounting principles.

Experience working with US and International companies.

Familiarity with AI tools and platforms, including Anthropic Claude and OpenAI ChatGPT.

Proficient in Microsoft Excel and Google Sheets.

Experience with Sage Intaact, NetSuite, including report writing and system navigation.

Familiarity with close management tools (e.g., FloQast) and expense platforms (e.g., Ramp) is a plus.

Strong attention to detail, accuracy, and organizational skills.

Ability to prioritize tasks effectively and meet deadlines in a fast-paced environment.

Excellent communication and interpersonal skills, with the ability to collaborate effectively with vendors and internal stakeholders.

Experience with process improvement initiatives and automation is a strong plus.

Self-starter who is proactive, takes initiative, and follows through on tasks in a timely manner.

Ability to adapt quickly to changing priorities and a natural curiosity for systems and technology.

Excellent organization and time management skills.