Own and manage the monthly, quarterly, and year-end close process, including close calendar, dependencies, and financial reporting deliverables.
Review and approve journal entries, accruals, reconciliations, and supporting documentation.
Ensure timely, accurate, and repeatable close outcomes with clear ownership and accountability.
Maintain rigorous balance sheet integrity through standardized reconciliation and review processes.
Proactively identify and resolve close issues, data gaps, and process breakdowns.
Lead and develop the general ledger function, driving improvement in general ledger processes through automation, systems integration and improved upstream data and transaction flows, resulting in faster closes and higher quality of data and financial reporting and analysis.
Set clear expectations for quality, timeliness, and documentation standards.
Establish scalable operating rhythms, checklists, and review frameworks.
Partner with the Controller to evolve team structure, roles, and capabilities as the business scales.
Foster a culture of ownership, continuous improvement, and operational excellence.
Drive modernization of accounting processes by reducing manual work, rework, and downstream corrections.
Leverage ERP functionality (NetSuite) and automation tools to streamline close activities and improve data accuracy.
Partner with Finance Systems, IT, and FP&A to improve data flows between upstream systems and the general ledger.
Actively evaluate and pilot automation and AI-enabled tools to increase efficiency and insight across the accounting function.
Document and standardize processes to support scalability, audit readiness, and team resilience.
Partner closely with FP&A, RevOps, Sales, Product, HR, and Operations to ensure: Clean, timely, and accurate financial inputs.

Requirements

Bachelor’s degree in Accounting required.
CPA or CPA candidate strongly preferred.
7–10 years of progressive accounting experience, including public accounting and industry.
Strong hands-on experience with monthly close, GL accounting, and reconciliations.
Solid understanding of US GAAP and ability to research and document accounting positions.
Advanced proficiency in Excel and accounting systems (NetSuite preferred).
Demonstrated experience improving accounting processes through automation and technology.
Ability to operate cross-functionally and communicate effectively with business partners.
Detail-oriented, execution-focused, and comfortable operating in a fast-paced environment.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

monthly closegeneral ledger accountingreconciliationsfinancial reportingUS GAAPautomationdata analysisfinancial documentationprocess improvementExcel

Soft Skills

ownershipcontinuous improvementoperational excellencedetail-orientedexecution-focusedcross-functional communicationleadershipaccountabilityproblem-solvingcollaboration

Certifications

Bachelor’s degree in AccountingCPACPA candidate