• Lead and support the billing team in daily operations and month-end close activities. • Act as a subject matter expert in Oracle AR to help define and operationalize billing processes with a continuous improvement mindset. • Develop and document billing policies, procedures, and controls. • Collaborate cross-functionally with Finance, IT, and Operations to resolve billing issues and improve workflows. • Oversee the preparation and validation of large, complex Excel-based billing files. • Monitor billing accuracy, timeliness, and compliance with internal and external requirements. • Provide coaching, performance feedback, and development opportunities for team members.

• Act as the accounting authority inside the product • Define how accounting concepts should be modeled in our system, review AI extraction outputs and decide where automation is safe versus where human oversight is required • Design approval workflows that match how accounting firms really operate, and identify edge cases before they become real client problems • Translate tax and VAT legislation into deterministic system logic, build classification systems for expense categories, deductibility and tax box mapping, handle industry-specific exceptions, and ensure system outputs match what actually goes onto a VAT return • Work hands-on with the Tech team • Understand technical systems and communicate with the Technical team • Comfortable reading and modifying TypeScript and SQL with the help of AI tools • Review pull requests for accounting correctness, help shape spreadsheet-style interfaces accountants understand, and work closely with engineers on system design • Communicate with accounting firms, understand their pain points, prioritize features based on real workflow impact, and push back when solutions do not fit how accounting actually works.

• Lead Technical Accounting & Documentation: Research, interpret, and document technical accounting conclusions under U.S. GAAP, including ASC 985-20, ASC 842, ASC 350, debt, equity, and purchase accounting. • Key Balance sheet areas: Own the accounting for accounting for leases, debt, intangibles, goodwill, equity and internally developed software under ASC 985-20. • Partnering with product and development teams to ensure accurate project tracking and capitalization. • Cash Forecasting: Build and maintain a bi-monthly cash forecast model for the CFO and senior finance leadership. • Financial Reporting: Coordinate the monthly financial statement package — collecting departmental commentary, finalizing reports, and preparing the cash flow statement. • Cash Reconciliation Oversight: Prepare a consolidated summary of all reconciled cash accounts, validating balances and ensuring completeness and accuracy across teams. • NetSuite System Leadership: Serve as NetSuite Admin for accounting — user permissions, reviewing change management documentation, and ensuring compliance with ITGC controls. • Continuous Improvement: Identify and build scalable processes. Provide solutions backed by authoritative guidance and solid accounting judgment.

• Provide end-to-end operational, administrative, and financial support across the organization. • Prepare monthly financial statements, including balance sheets and income statements, and manage timely month-end closings. • Record financial transactions and complete monthly bank reconciliations across all business accounts. • Maintain and update fixed asset depreciation schedules and review the general ledger for accuracy. • Prepare and file annual 1099 forms for independent contractors. • Manage monthly bookkeeping and reporting using Intacct, QuickBooks Online, and Bill.com. • Support quarterly business reviews and KPI tracking through Power BI and Vena reporting. • Oversee bi-weekly payroll processing, including employee setup, direct deposits, and payroll account management. • Ensure timely payroll tax deposits and completion of monthly, quarterly, and annual payroll filings. • Coordinate year-end W-2 and W-3 preparation and distribution. • Record payroll journal entries based on payroll reports from E-pay. • Coordinate recruiting activities, onboarding processes, and employee documentation. • Maintain HR scorecards, competency checks, retention metrics, and support engagement initiatives. • Handle compliance-related administrative tasks, audit documentation, and internal recordkeeping. • Support inventory management procedures, contract compliance, and security requirements. • Leverage AI tools to automate workflows, improve data accuracy, and optimize operational processes. • Prepare dashboards, reports, and operational updates for leadership reviews. • Coordinate cross-functional initiatives and ensure timely execution of deliverables.