• Manage and execute complex accounting and advisory engagements for diverse clients. • Review financial statements, journal entries, and ensure compliance with GAAP. • Assist with client onboarding and relationship management. • Oversee work performed by Associates and provide coaching and feedback. • Perform technical research and draft clear, concise memos. • Identify opportunities to expand services and add value for clients. • Utilize ERP systems and accounting platforms (QuickBooks, Sage Intacct, NetSuite). • Collaborate with cross-functional teams to deliver integrated solutions.

• Own and support core month-end and year-end accounting activities, including journal entries, reconciliations, accruals, and financial reporting • Oversee accounting across all legal entities, ensuring accurate consolidation and intercompany eliminations • Maintain rigorous separation of trust (client funds) and operating accounts in compliance with regulatory requirements and internal policy • Own financial exposure reporting related to payment losses, chargebacks, and disputes; collaborate with Risk and Operations to quantify, provision for, and minimize losses • Manage foreign exchange exposure across multi-currency entities and ensure proper hedging documentation • Design and enforce internal controls framework across all accounting processes, with particular attention to segregation of duties and payment fund safeguarding • Lead the year-end audit, SRED submission, tax filings, and all regulatory reporting obligations • Ensure ASPE/IFRS compliance and maintain up-to-date accounting policies for all entities • Proactively identify control gaps and implement remediation plans before they become audit findings • Oversee and support North American payroll operations, including payroll accounting, reconciliations, and compliance considerations • Oversee AP-related processes and controls, ensuring accuracy, efficiency, and strong reconciliation practices • Own the accounting tech stack; evaluate, implement, and optimize tools (Xero, Plooto, and beyond) to eliminate manual effort and increase accuracy • Partner with Business Intelligence and Engineering to automate reconciliations, reporting, and close processes • Establish and maintain a continuous-improvement roadmap for the accounting function, tracking efficiency gains and reporting outcomes to leadership • Lead the FinOps best-practices group, working with team leads to govern and optimize variable usage-based costs such as cloud and infrastructure spend • Partner closely with FP&A on internal and investor reporting, ensuring accounting outputs are investor-ready • Serve as the primary accounting point of contact for external auditors, tax advisors, banking partners, and payment processors • Provide clear and timely financial reporting to the Accounting Director and executive team.

Role Description Behind every ambitious company is an accounting partner advising them along the way, keeping the books clean, managing cash flow, filing taxes, and making sure their clients do not run out of runway without noticing. These firms are the quiet infrastructure of modern business finance, and they’re often managing dozens of companies inside Mercury right now. We’re building a dedicated team to serve them. This is not a secondary motion, but a first-class partnership where the accounting firm is the primary relationship and their client portfolio is the opportunity. If you understand firm operations and are energized by making Mercury the essential platform for accountants and their clients, this role is for you. - Steward a portfolio of accounting firms and deepen how they use Mercury. - Serve as the primary relationship owner for a book of existing partner accounting firms that use Mercury on behalf of their clients. - Build trust with firm principals and practitioners, understand how they work inside Mercury day to day. - Map each firm's full client network and track product utilization across complex entities and stakeholders. - Execute a structured cadence of success calls, business reviews, and proactive check-ins tailored to the accounting firm's book of business rhythm. - Focus on surfacing friction, driving adoption of underused features, and ensuring firms and their clients realize full platform value. - Drive product adoption from the firm down to their clients. - Execute playbooks for accounting, spend management, payroll, treasury, and new product features. - Increase client adoption of Mercury products via accounting firms. - Ensure critical workflow features are utilized by the clients they serve. - Be the voice of the accounting partner inside Mercury. - Channel accounting practitioner insights to Product, Marketing, and Leadership. - Contribute to the design and iteration of accounting-partner-specific playbooks, workflows, and tooling. Qualifications - 4–6 years in customer success, relationship banking, fintech account management, or a similar client-facing role. - 3+ years of experience working directly with accounting firms or inside an accounting firm. - Strong working knowledge of general ledger systems, chart of accounts structures, bank reconciliations, and accrual vs. cash basis accounting. - Familiarity with the accounting technology ecosystem. - Experience managing a book of business across multiple firms or multi-entity client portfolios. - Clear, confident communication skills with finance leaders and firm principals. - Comfort with Salesforce (or similar CRM), health-score tooling, and Slack-based workflows. Requirements - Experience in a multi-threaded or account-based coverage model. - Background in commercial banking, treasury management, or venture debt. - A network in the accounting or bookkeeping community. - Experience designing or iterating on customer success playbooks, workflows, or scalability experiments. Benefits - Base salary, equity (stock options/RSUs), and benefits. - Highly competitive salary and equity ranges within the SaaS and fintech industry. - Target new hire base salary ranges for this role: - US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $142,900-$178,600. - US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $128,600-$160,700.

• Support the day-to-day accounting operations of the Company’s subsidiary and other financial areas. • Contribute to the monthly close process and ensuring accurate and timely financial records. • Prepare and record routine journal entries, accruals, and adjustments, ensuring appropriate supporting documentation. • Support the monthly close process for, meeting all reporting deadlines • Perform monthly reconciliations of assigned balance sheet accounts and investigate and resolve variances. • Maintain accurate and complete accounting records in compliance with internal policies and applicable accounting standards. • Prepare standard financial reports and supporting schedules. • Support internal controls by ensuring completeness and accuracy of transactions. • Assist during external audits by preparing requested documentation. • Contribute to system and process improvements, including ERP-related initiatives, as needed. • Collaborate with other teams (e.g. operations, finance or supply chain) to ensure proper recording of costs and expenses. • Support ad-hoc projects as needed