CPA (or equivalent professional accounting credential) Bachelor's degree in Accounting, Finance, or a related field. Prior experience at a Big 4 (or equivalent top-tier) audit firm, with direct experience preparing and supporting technical accounting positions through partner review 5–10 years of progressive finance/accounting experience, including exposure to a venture-backed startup environment. Proven managerial experience. Hands-on experience with NetSuite, particularly around billing, revenue recognition, and order-to-cash processes. Practical experience with multi-entity accounting, including translating transfer pricing arrangements into intercompany journal entries and reconciliations within an ERP Genuine day-to-day fluency with AI tools in finance workflows (e.g., agentic assistants like Claude Cowork, Office/Excel AI add-ins, or equivalent) Familiarity with payroll processes and requirements across multiple jurisdictions, including both the US and foreign sites Genuine fluency in startup and venture mechanics: preferred vs. common equity, cap tables, unit economics, and key SaaS/startup KPIs such as NRR, and how these connect to valuation and competitive positioning. Sharp, self-driven, and comfortable operating with ambiguity and incomplete process Excellent written and verbal communication skills; able to translate technical accounting conclusions for non-finance stakeholders.
