• Serves as a lead expert in sponsored research accounting and financial analysis • Responsible for post award processing of grants and contracts • Assists in developing policies and procedures for research accounting practices • Duties involve reviewing contracts, updating database records, creating and maintaining grant and contract files, preparing invoices, monitoring accounts receivable and deliverable reports, developing queries and reports on the financial system • May supervise professional staff

• Lead the monthly accounting close in QuickBooks Online with accurate records and proper documentation, and adherence to GAAP standards. • Validate data from Treasury, Billing, Payments, Payroll, and operational teams; identify and resolve inconsistencies. • Prepare reconciliations, accruals, reclassifications, and adjustments to ensure reliable financial statements. • Maintain and improve the chart of accounts, expense categories, and financial data structures. • Prepare cash flow statements, budget updates, and monthly reporting packages for Partners. • Perform variance analysis and generate insights for financial decision-making. • Propose and implement enhancements to accounting rules, COA structure, and financial governance.

• Assist with building and maintaining financial models, forecasting revenue and expenses and ad hoc analysis • Conduct market research and analysis to support informed decision-making • Participate in the budgeting process, analyze variances to identify trends, and partner cross-functionally with Product and Sales in identifying cost optimization opportunities • Support the Accounting Team on month-end close process and partner with RevOps team to drive sales and pipeline forecasting accuracy. • Assist in reporting automation efforts and improve upon the existing robust financial processes

• Design a modular, service-driven financial platform—billing, license management, and accounting—that can evolve with the business. • Define and execute pragmatic migration strategies that move us from a fragile monolith to a modern stack—without breaking existing operations. • Own the architecture for invoicing, payments, reconciliations, and revenue recognition that must be precise, reliable, and auditable. • Architect integrations with ERP, payment gateways, and accounting platforms (NetSuite, QuickBooks, Stripe, Zuora, Chargebee, etc.). • Engineer for consistency, reconciliation, and historical accuracy across complex transactional systems. • Drive observability, performance, and security across all financial services. • Work directly with Finance, Product, and Operations to ensure technology aligns with compliance, business velocity, and customer impact. • Takes on additional responsibilities and projects as needed to support the success of the team and organization.