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Strategic Finance Director builds financial models, conducts scenario planning, and provides data-driven insights to senior leadership on growth, resource allocation, and organizational financial performance.
DonorsChoose is an education nonprofit ensuring every US public school student has the classroom resources they need to learn, grow, and thrive.
Founded by a teacher in 2000, DonorsChoose connects educators with a nationwide community of supporters who believe investing in students today will transform tomorrow. Educators request the materials they know their students need, and donors can choose the classroom, community, or cause they want to support. Since our founding, donors have supported 90% of US public schools. Every request is vetted, resources are delivered to classrooms, and donors can see the impact of their support through transparent reporting and updates from students and teachers. Raising $1.9 billion for classrooms, DonorsChoose has earned top ratings from Charity Navigator, GuideStar, and CharityWatch for its transparency, trust, and impact. Our dedicated team works from across the United States to turn resources into opportunities for students and teachers.
The Finance, IT, & Procurement team provides the infrastructure and stewardship that keep DonorsChoose financially strong, technologically enabled, and focused on getting resources into classrooms. The team manages the day-to-day finances while shaping long-term strategies, ensures our distributed workforce has the technology and systems to work seamlessly, and manages vendor relationships. Together, these functions turn financial resources into tangible materials in the hands of teachers and students.
DonorsChoose is seeking a tactical, collaborative Strategic Finance Director who will report to the VP, Finance & Accounting. You will work closely with senior leaders to provide insights that drive growth, optimize resource allocation, shape cash and margin decisions, and enhance financial performance across the organization. This is a highly cross-functional role for someone who thrives at the intersection of financial analysis and strategic decision-making. We are looking for candidates who have deep scenario planning and modeling experience – who are able to analyze financial data, build financial models, generate financial forecasts and play a key role in driving business decisions.
About a third of your time will be dedicated towards budgeting, forecasting, and month-end reporting activities as needed while maintaining primary focus on strategic finance and decision support.
Success in this role requires equal parts analytical rigor, curiosity, creativity, and business judgment. You’ll build sophisticated financial models from scratch, pressure-test assumptions, synthesize information from multiple sources, and communicate recommendations that help leaders make better decisions. You’ll thrive if you enjoy moving between spreadsheets and strategy conversations and are equally comfortable diving into the details and presenting the story behind the numbers.
Financial Modeling & Business Analysis:
Budget & Forecast Management:
Lead critical FP&A processes, including annual budgeting process, recurring forecasts, month-end reporting, and preparation of financial reporting for senior leadership and Board presentations
Improve and automate FP&A processes, systems, and reporting as the company scales by using modern tooling (including AI-enabled solutions) to improve speed and accuracy
Guide senior leaders on resource allocation and strategic decisions, occasionally presenting at leadership meetings and playing a critical role in influencing change across cross-functional workstreams
Manage vendor renewal calendars and ensure no material contracts auto-renew without review
Special Projects:
The Strategic Finance Director will independently lead complex analytical work that influences organizational financial strategy and executive decision-making. They own sophisticated financial modeling efforts, develop recommendations with limited direction, and regularly partner with senior leaders across the organization.
While this role does not include direct people management responsibilities, the Strategic Finance Director is expected to exercise significant independent judgment, influence cross-functional decisions through expertise and credibility, and raise the overall quality of strategic financial thinking across DonorsChoose.
Successful team members take work nearly to completion independently, seek thoughtful input at key decision points, and communicate recommendations with clarity, confidence, and sound business judgment.
Our compensation philosophy ensures that we are both externally competitive with tech-forward nonprofits of a similar size and internally fair in our pay practices. The following ranges represent the target offer range given the scope and experience expectations for this role.
Once employees are hired, everyone at DonorsChoose is eligible to receive annual performance-based raises as they grow in their role. We are open to a variety of experiences, and recognize that the person we hire may be less experienced or more senior than this job description as posted. If you don’t check every box listed here, or you know you’d bring additional experience to the table, we hope you’ll submit your application.
In addition, we offer full-time staff 25 paid vacation days per year and 11 paid holidays, a rich employer-paid individual and family health plan, a matching 401(k) plan (up to 5% of base salary), annual professional development stipend, and casual and flexible work environment. To learn more about what it is like to work for DonorsChoose, visit our careers page.
In this role, you’ll have the option to work a flexible hybrid schedule in our NYC office, or to work fully remotely from CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OR, PA, TN, TX, VA, WA, or WI.
Candidates who are not in the NYC area should expect to travel to our NYC office on an as-needed basis, about 4-6 times per year. All work-related travel expenses will be covered by the organization.
DonorsChoose participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employee’s Form I-9 to confirm work authorization.
An important note on communications: All messages from our hiring team will come from an official @donorschoose.org email address. If you ever receive a message about a role with us from a different domain, it’s not from us, and you should not reply or click on any links. We care deeply about your time, your privacy, and your experience—thank you for your interest in joining the DonorsChoose mission!
EQUITY
Combating systemic inequity is crucial to a brighter future for all. This reality fuels our ambitions and drives us to persevere.
INGENUITY
Complex problems require innovative solutions. We dream big, get creative, roll up our sleeves, and take action. We believe the best products can change the world.
HUMANITY
People are the heart of our team and the communities we serve. Our compassion informs our goals and how we work together to achieve them.
INTEGRITY
We strive to do right. We’re up-front about the facts. We boldly learn and grow from mistakes.
LEARNING
Education is the beating heart of our organization, inside and out. We’re curious. We listen. We know we don’t know everything.
GRATITUDE
We begin and end with thanks. We take joy in our mission, our communities, and each other.
Please submit your resume and answer the application questions online. Since we’re trying to get to know you through our hiring process, we ask that you please refrain from using AI writing tools to craft your response to our application questions. A cover letter is optional and may be addressed to Jim Kao, VP, Finance & Accounting.
A Final Note
The DonorsChoose team works toward a nation where students in every community have the resources needed for an excellent education. To do this we hire and support a diverse team of the best and the brightest talent available because it makes us more effective, high-performing, creative and resilient.
If you are passionate about our mission, highly skilled in your field, and looking for a place where you can bring all of yourself to work, we want you.
Strategic Finance Director develops financial models, forecasts, and analyses to drive organizational growth and resource allocation decisions while overseeing budgeting and reporting.
DonorsChoose is an education nonprofit ensuring every US public school student has the classroom resources they need to learn, grow, and thrive.
Founded by a teacher in 2000, DonorsChoose connects educators with a nationwide community of supporters who believe investing in students today will transform tomorrow. Educators request the materials they know their students need, and donors can choose the classroom, community, or cause they want to support. Since our founding, donors have supported 90% of US public schools. Every request is vetted, resources are delivered to classrooms, and donors can see the impact of their support through transparent reporting and updates from students and teachers. Raising $1.9 billion for classrooms, DonorsChoose has earned top ratings from Charity Navigator, GuideStar, and CharityWatch for its transparency, trust, and impact. Our dedicated team works from across the United States to turn resources into opportunities for students and teachers.
The Finance, IT, & Procurement team provides the infrastructure and stewardship that keep DonorsChoose financially strong, technologically enabled, and focused on getting resources into classrooms. The team manages the day-to-day finances while shaping long-term strategies, ensures our distributed workforce has the technology and systems to work seamlessly, and manages vendor relationships. Together, these functions turn financial resources into tangible materials in the hands of teachers and students.
DonorsChoose is seeking a tactical, collaborative Strategic Finance Director who will report to the VP, Finance & Accounting. You will work closely with senior leaders to provide insights that drive growth, optimize resource allocation, shape cash and margin decisions, and enhance financial performance across the organization. This is a highly cross-functional role for someone who thrives at the intersection of financial analysis and strategic decision-making. We are looking for candidates who have deep scenario planning and modeling experience – who are able to analyze financial data, build financial models, generate financial forecasts and play a key role in driving business decisions.
About a third of your time will be dedicated towards budgeting, forecasting, and month-end reporting activities as needed while maintaining primary focus on strategic finance and decision support.
Success in this role requires equal parts analytical rigor, curiosity, creativity, and business judgment. You’ll build sophisticated financial models from scratch, pressure-test assumptions, synthesize information from multiple sources, and communicate recommendations that help leaders make better decisions. You’ll thrive if you enjoy moving between spreadsheets and strategy conversations and are equally comfortable diving into the details and presenting the story behind the numbers.
Financial Modeling & Business Analysis:
Budget & Forecast Management:
Lead critical FP&A processes, including annual budgeting process, recurring forecasts, month-end reporting, and preparation of financial reporting for senior leadership and Board presentations
Improve and automate FP&A processes, systems, and reporting as the company scales by using modern tooling (including AI-enabled solutions) to improve speed and accuracy
Guide senior leaders on resource allocation and strategic decisions, occasionally presenting at leadership meetings and playing a critical role in influencing change across cross-functional workstreams
Manage vendor renewal calendars and ensure no material contracts auto-renew without review
Special Projects:
The Strategic Finance Director will independently lead complex analytical work that influences organizational financial strategy and executive decision-making. They own sophisticated financial modeling efforts, develop recommendations with limited direction, and regularly partner with senior leaders across the organization.
While this role does not include direct people management responsibilities, the Strategic Finance Director is expected to exercise significant independent judgment, influence cross-functional decisions through expertise and credibility, and raise the overall quality of strategic financial thinking across DonorsChoose.
Successful team members take work nearly to completion independently, seek thoughtful input at key decision points, and communicate recommendations with clarity, confidence, and sound business judgment.
Our compensation philosophy ensures that we are both externally competitive with tech-forward nonprofits of a similar size and internally fair in our pay practices. The following ranges represent the target offer range given the scope and experience expectations for this role.
Once employees are hired, everyone at DonorsChoose is eligible to receive annual performance-based raises as they grow in their role. We are open to a variety of experiences, and recognize that the person we hire may be less experienced or more senior than this job description as posted. If you don’t check every box listed here, or you know you’d bring additional experience to the table, we hope you’ll submit your application.
In addition, we offer full-time staff 25 paid vacation days per year and 11 paid holidays, a rich employer-paid individual and family health plan, a matching 401(k) plan (up to 5% of base salary), annual professional development stipend, and casual and flexible work environment. To learn more about what it is like to work for DonorsChoose, visit our careers page.
In this role, you’ll have the option to work a flexible hybrid schedule in our NYC office, or to work fully remotely from CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OR, PA, TN, TX, VA, WA, or WI.
Candidates who are not in the NYC area should expect to travel to our NYC office on an as-needed basis, about 4-6 times per year. All work-related travel expenses will be covered by the organization.
DonorsChoose participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employee’s Form I-9 to confirm work authorization.
An important note on communications: All messages from our hiring team will come from an official @donorschoose.org email address. If you ever receive a message about a role with us from a different domain, it’s not from us, and you should not reply or click on any links. We care deeply about your time, your privacy, and your experience—thank you for your interest in joining the DonorsChoose mission!
EQUITY
Combating systemic inequity is crucial to a brighter future for all. This reality fuels our ambitions and drives us to persevere.
INGENUITY
Complex problems require innovative solutions. We dream big, get creative, roll up our sleeves, and take action. We believe the best products can change the world.
HUMANITY
People are the heart of our team and the communities we serve. Our compassion informs our goals and how we work together to achieve them.
INTEGRITY
We strive to do right. We’re up-front about the facts. We boldly learn and grow from mistakes.
LEARNING
Education is the beating heart of our organization, inside and out. We’re curious. We listen. We know we don’t know everything.
GRATITUDE
We begin and end with thanks. We take joy in our mission, our communities, and each other.
Please submit your resume and answer the application questions online. Since we’re trying to get to know you through our hiring process, we ask that you please refrain from using AI writing tools to craft your response to our application questions. A cover letter is optional and may be addressed to Jim Kao, VP, Finance & Accounting.
A Final Note
The DonorsChoose team works toward a nation where students in every community have the resources needed for an excellent education. To do this we hire and support a diverse team of the best and the brightest talent available because it makes us more effective, high-performing, creative and resilient.
If you are passionate about our mission, highly skilled in your field, and looking for a place where you can bring all of yourself to work, we want you.
Supervises audit teams, oversees fieldwork and financial documentation, provides technical guidance, and ensures compliance with accounting standards.
Company Overview:
For more than 40 years, Williams Adley has provided expert accounting, auditing, and consulting services to a growing number of federal, state, and local government agencies. Our dedication to operating with the highest levels of honesty, integrity, and transparency means we frequently go beyond the typical “vendor/client” relationship, becoming trusted advisors to our clients.
Williams Adley offers its employees a unique experience that fosters growth, career direction, and mentorship. As a member of our team, you will have a dynamic experience and work with great people. We offer a merit-based opportunity for all individuals that rewards aptitude, hard work, and determination. Join our team and thrive in an environment where your contributions are valued and recognized.
For more information on how Williams Adley can take your career to the next level, please review our openings below or contact a member of our recruitment team.
The Opportunity:
The Supervisor is responsible for the supervision and oversight of audit planning, fieldwork, preparation of reports, and communication of findings and recommendations to the engagement team’s management. Responsible for the project staff on-site, the Supervisor provides technical guidance on work assignments and independently performs significant segments of the engagement while being responsible for the team’s daily supervision.  The Supervisor acts as a liaison between project staff and the project manager while performing assigned tasks related to the engagement.
The following are representative, but not all-inclusive, of the knowledge, skills, and abilities required to lead in this role:
Duties and Responsibilities:
You Have:
Nice If You Have:
Ideal Candidate Information:
The ideal candidate for this Supervisor role is a Senior II or current Supervisor with an active CPA who is ready for the next step toward Manager. They are motivated by leadership investment, someone who wants to be developed, mentored, and stretched, not just staffed. This person genuinely enjoys learning from skilled practice leaders and sees every engagement as an opportunity to sharpen their technical and leadership skills.
They bring a strong passion for auditing within the federal government sector and are energized by the complexity, structure, and mission-driven nature of that work. This candidate is an independent thinker who takes ownership of their engagements, works well with minimal oversight, and is comfortable navigating ambiguity. They don’t shy away from a challenge; they seek it out, viewing difficult problems and high-stakes engagements as the fastest path to growth.
Clearance:
Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information; a minimum of a project-specific or Secret security clearance is required within the first year of your employment.
Thrive in Your Career:
A Place Where You Belong - Diversity is at the core of our team’s excellence. Williams Adley’s culture of integrity, teamwork, excellence, and diversity means you can bring your whole self to work here. We value not just the diversity of thought but the diversity of our experiences.  With an array of business resources and other opportunities for connection, you’ll build your community in no time.
Grow With Us - Your growth matters to us—that’s why we offer a variety of ways for you to develop your career. With professional and leadership development opportunities to include in-house training, paid training and certificate assistance programs, tuition reimbursement, mentoring, professional membership/subscription dues, and professional development opportunities, you can chart a unique and fulfilling career path on your own terms.
Travel with Us - We consider ourselves fortunate to have the privilege of serving federal clients both domestically and internationally. Going above and beyond in our work occasionally involves the possibility of traveling to meet clients wherever they are located. We take great pride in supporting our workforce and the remarkable opportunities that associates at all levels may have the chance to experience when selected for diverse global travels. These opportunities provide valuable professional growth and development.
Give Back to Your Community - Williams Adley believes in giving our time, treasures, and talents back to our community to be a place for all people to thrive. Our Community Service Program, the Williams Adley Foundation, works with our employees to find essential causes and put our firm’s full support behind them.
Support Your Well-Being - Our comprehensive benefits package supports your overall wellness by providing access to licensed counselors through our Employee/Life Assistance Program, financial counseling with licensed advisors, paid holidays, generous Paid Time Off (PTO), and more. With these benefits, plus the option for flexible schedules and remote and hybrid locations, we’ll support you as you pursue a balanced, fulfilling life—at work and at home.
Your Candidate Journey:
At Williams Adley, we know our people are our strengths and we value relationships most of all. To assist in your candidate journey, Candidates who are selected for resume review will meet with our Talent Acquisition team to review basic position details and answer any questions about the position, the firm, or the requirements.
Successful Candidates will be invited to participate in our interview process, including but not limited to video or in-person, panel interviews, one-on-one interviews, lunch interviews, partner interviews, a behavioral assessment, and completing the formal application.
Candidates applying to our Supervisor role will be reviewed continuously until all of our Supervisory positions are filled. Qualified candidates may be considered for another role for the firm after an initial discussion about the position.
We understand the uncertainty of the job search and do our best to notify candidates who have interviewed our decisions within two weeks of the interview. If, at any point in the interview process, if you would like to receive an update, you may contact us at [email protected]. Once a candidate has accepted our offer(s), all applicants will be notified that the position has been filled.
Compensation Benefits
At Williams Adley, we celebrate your contributions by providing you with opportunities and choices to support you and your family’s total well-being. Our health insurance offerings include comprehensive medical, dental, and vision plans, as well as firm-paid Basic Life/AD&D and disability insurance. Our employees can also enroll in Voluntary Legal, Accident, and Supplemental Life/AD&D insurance for themselves and their dependents. We also provide employees with competitive 401k matching, generous paid leave, professional development, tuition assistance, and certificate assistance.
Our recognition awards program acknowledges employees for exceptional performance and for demonstrating our values. All full-time employees are eligible to participate in our benefit programs. Individuals who do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Careers site and reviewing Our Employee Benefits.
Salary
Salary at Williams Adley is determined by various factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, experience, contract-specific affordability, and organizational requirements. The projected compensation range for this position is between $90,000 and $120,000 (annualized USD) based on experience, skills, and certifications. The estimate displayed represents the typical salary range for this position and is just one component of Williams Adley’s total compensation package for employees.
Work Model
Our team-oriented culture prioritizes the benefits and needs of our people and their values. We embrace our Remote-First environment, which is focused on excellence, integrity, flexibility, and collaboration, whether that happens in-person or remotely.  This position is Hybrid/Onsite. Employees on this project will be required to report to McLean, VA and/or Washington DC 3 days per week.
Additional Information:
Williams Adley is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.
Strategic Finance Director develops financial models, forecasts, and analyses to drive organizational growth and resource allocation decisions at a nonprofit.
DonorsChoose is an education nonprofit ensuring every US public school student has the classroom resources they need to learn, grow, and thrive.
Founded by a teacher in 2000, DonorsChoose connects educators with a nationwide community of supporters who believe investing in students today will transform tomorrow. Educators request the materials they know their students need, and donors can choose the classroom, community, or cause they want to support. Since our founding, donors have supported 90% of US public schools. Every request is vetted, resources are delivered to classrooms, and donors can see the impact of their support through transparent reporting and updates from students and teachers. Raising $1.9 billion for classrooms, DonorsChoose has earned top ratings from Charity Navigator, GuideStar, and CharityWatch for its transparency, trust, and impact. Our dedicated team works from across the United States to turn resources into opportunities for students and teachers.
The Finance, IT, & Procurement team provides the infrastructure and stewardship that keep DonorsChoose financially strong, technologically enabled, and focused on getting resources into classrooms. The team manages the day-to-day finances while shaping long-term strategies, ensures our distributed workforce has the technology and systems to work seamlessly, and manages vendor relationships. Together, these functions turn financial resources into tangible materials in the hands of teachers and students.
DonorsChoose is seeking a tactical, collaborative Strategic Finance Director who will report to the VP, Finance & Accounting. You will work closely with senior leaders to provide insights that drive growth, optimize resource allocation, shape cash and margin decisions, and enhance financial performance across the organization. This is a highly cross-functional role for someone who thrives at the intersection of financial analysis and strategic decision-making. We are looking for candidates who have deep scenario planning and modeling experience – who are able to analyze financial data, build financial models, generate financial forecasts and play a key role in driving business decisions.
About a third of your time will be dedicated towards budgeting, forecasting, and month-end reporting activities as needed while maintaining primary focus on strategic finance and decision support.
Success in this role requires equal parts analytical rigor, curiosity, creativity, and business judgment. You’ll build sophisticated financial models from scratch, pressure-test assumptions, synthesize information from multiple sources, and communicate recommendations that help leaders make better decisions. You’ll thrive if you enjoy moving between spreadsheets and strategy conversations and are equally comfortable diving into the details and presenting the story behind the numbers.
Financial Modeling & Business Analysis:
Budget & Forecast Management:
Lead critical FP&A processes, including annual budgeting process, recurring forecasts, month-end reporting, and preparation of financial reporting for senior leadership and Board presentations
Improve and automate FP&A processes, systems, and reporting as the company scales by using modern tooling (including AI-enabled solutions) to improve speed and accuracy
Guide senior leaders on resource allocation and strategic decisions, occasionally presenting at leadership meetings and playing a critical role in influencing change across cross-functional workstreams
Manage vendor renewal calendars and ensure no material contracts auto-renew without review
Special Projects:
The Strategic Finance Director will independently lead complex analytical work that influences organizational financial strategy and executive decision-making. They own sophisticated financial modeling efforts, develop recommendations with limited direction, and regularly partner with senior leaders across the organization.
While this role does not include direct people management responsibilities, the Strategic Finance Director is expected to exercise significant independent judgment, influence cross-functional decisions through expertise and credibility, and raise the overall quality of strategic financial thinking across DonorsChoose.
Successful team members take work nearly to completion independently, seek thoughtful input at key decision points, and communicate recommendations with clarity, confidence, and sound business judgment.
Our compensation philosophy ensures that we are both externally competitive with tech-forward nonprofits of a similar size and internally fair in our pay practices. The following ranges represent the target offer range given the scope and experience expectations for this role.
Once employees are hired, everyone at DonorsChoose is eligible to receive annual performance-based raises as they grow in their role. We are open to a variety of experiences, and recognize that the person we hire may be less experienced or more senior than this job description as posted. If you don’t check every box listed here, or you know you’d bring additional experience to the table, we hope you’ll submit your application.
In addition, we offer full-time staff 25 paid vacation days per year and 11 paid holidays, a rich employer-paid individual and family health plan, a matching 401(k) plan (up to 5% of base salary), annual professional development stipend, and casual and flexible work environment. To learn more about what it is like to work for DonorsChoose, visit our careers page.
In this role, you’ll have the option to work a flexible hybrid schedule in our NYC office, or to work fully remotely from CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OR, PA, TN, TX, VA, WA, or WI.
Candidates who are not in the NYC area should expect to travel to our NYC office on an as-needed basis, about 4-6 times per year. All work-related travel expenses will be covered by the organization.
DonorsChoose participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employee’s Form I-9 to confirm work authorization.
An important note on communications: All messages from our hiring team will come from an official @donorschoose.org email address. If you ever receive a message about a role with us from a different domain, it’s not from us, and you should not reply or click on any links. We care deeply about your time, your privacy, and your experience—thank you for your interest in joining the DonorsChoose mission!
EQUITY
Combating systemic inequity is crucial to a brighter future for all. This reality fuels our ambitions and drives us to persevere.
INGENUITY
Complex problems require innovative solutions. We dream big, get creative, roll up our sleeves, and take action. We believe the best products can change the world.
HUMANITY
People are the heart of our team and the communities we serve. Our compassion informs our goals and how we work together to achieve them.
INTEGRITY
We strive to do right. We’re up-front about the facts. We boldly learn and grow from mistakes.
LEARNING
Education is the beating heart of our organization, inside and out. We’re curious. We listen. We know we don’t know everything.
GRATITUDE
We begin and end with thanks. We take joy in our mission, our communities, and each other.
Please submit your resume and answer the application questions online. Since we’re trying to get to know you through our hiring process, we ask that you please refrain from using AI writing tools to craft your response to our application questions. A cover letter is optional and may be addressed to Jim Kao, VP, Finance & Accounting.
A Final Note
The DonorsChoose team works toward a nation where students in every community have the resources needed for an excellent education. To do this we hire and support a diverse team of the best and the brightest talent available because it makes us more effective, high-performing, creative and resilient.
If you are passionate about our mission, highly skilled in your field, and looking for a place where you can bring all of yourself to work, we want you.
Assistant Controller leads financial close, tax, audit, and compliance functions while managing a 3-person accounting team and implementing AI automation tools.
CallRail is looking for a results-focused and strategic Assistant Controller to join our Accounting & Finance team. Reporting to the Corporate Controller and working closely with our CFO, you will directly manage a team of 3 responsible for the full accounting function—including the financial close, tax, annual audit, and banking compliance—while driving cross-functional collaboration across the company.
This is a high-impact role for an agile leader who thrives in a growth environment, seamlessly moving from high-level strategy to execution. You will maintain a rigorous accounting cycle while leveraging modern automation and AI technologies to streamline financial workflows and shorten the close cycle.
Ideal Profile: Active CPA with 5–8 years of progressive accounting experience (including 3+ years managing a team) in a fast-paced, growth-oriented SaaS or technology company.
If you do not meet all the requirements listed, we still encourage you to apply! No job description is perfect, and we may also have another opportunity that aligns with your skills and experience.
Learn more:https://www.callrail.com/about/
You Are Welcome Here
CallRail understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company’s core mission. We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, racialized and Indigenous persons, persons with disabilities, and persons of all sexual orientations and gender identities and expressions. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc).
\*\* Continuous adoption of AI technologies is essential to this role. You will be expected to leverage AI platforms to streamline operations, solve complex problems, and stay ahead of industry benchmarks.
\*\*\* This position is based out of our Atlanta office. Through December 2026, employees are expected to work in the office on Tuesdays and Thursdays. Beginning in January 2027, CallRail will transition to a 3 day hybrid work model. Employees will work in the office on Mondays, Tuesdays, and Thursdays.
Process and manage high-volume accounts payable invoices across multiple entities, coordinating vendor payments and resolving discrepancies.
Company Overview
Plus Power is an energy storage market leader, with a market-leading 10+ GW portfolio across more than 25 states that will transform North American electric grids into cleaner and more versatile critical infrastructure.
Standalone energy storage is rapidly transforming the North American energy markets, because it is cheaper than new natural gas plants, faster to build than fossil peakers or transmission, and able to perform diverse energy services. Plus Power partners with electricity system operators, utilities, and investors to originate, develop, finance, own and operate standalone energy storage projects that provide critical services to the wholesale electric market. Plus Power’s team applies an intentional mindset to energy storage development by using a data-driven approach to development and operations.
At Plus Power, we are focused on solving hard climate problems, profitably. We are growing fast, and value candidates who, like us, share a focus on setting high expectations, owning and learning from mistakes in the spirit of radical transparency, and are committed to internal partnering as a key element of our ideas meritocracy. Our team praises Plus Power’s culture and excels through our game-changing mission and supportive ecosystem.
About the Role
Plus Power recruits outstanding energy industry professionals who are driven to develop, build and operate assets safely and reliably while growing their careers. Our team looks for data-driven and fact-based mindsets, engaging and collaborative behaviors, and personal growth-focused professionals.
We are looking to hire a SeniorAccounts Payable Specialist to join the company’s accounting team. The ideal candidate will have prior renewable, development, or construction experience and the ability to take the initiative in completing tasks in a time-sensitive and high-quality manner. This role includes significant responsibilities and room for growth within the company.
Key Responsibilities
Skills & Qualifications
Compensation, Location, and Benefits
Highly competitive total compensation from one of North America’s leading energy storage developers, owners, and operators, along with market-leading health benefits, 401(k) match, generous paid parental leave, flexible time off, work from home stipend, and other programs designed to support employees and their families.
Flexible work arrangements include work-from-home or hybrid options from Plus Power’s offices in The Woodlands, San Francisco, Chicago, Seattle, Brooklyn, Denver, Palm Beach Gardens, and Birmingham. While we are a remote-first company, we also have a highly engaged and connected culture, with opportunities to come together for in-person connection, professional development, and continued learning and growth.
The expected salary range* for this position begins at $80,000. We may ultimately pay more or less than the posted range based on several factors including, but not limited to relevant experience, skills, qualifications, geographic labor market, and other factors consistent with applicable law. This position is also eligible to participate in our annual bonus program.
The deadline* for applying to this role is 10/15/26.
Plus Power is committed to a diverse and inclusive workplace where people of all backgrounds can thrive. Plus Power is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
*This information is provided in accordance with applicable law.
Senior Financial Analyst analyzes financial data, creates reports, and provides insights to support business decisions at a cannabis technology company.
Manages healthcare revenue cycle operations, including billing, claims processing, and financial compliance for healthcare organizations.
FP&A professional builds financial models, forecasts, and strategic analyses while automating financial processes and leveraging modern tools to support company growth and decision-making.
Stedi is the only headless clearinghouse and RCM engine. Headless means every part of our product is accessible via API. Developers and AI agents build their own interface on top of it. By offering modern, AI-ready APIs alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions. Our clearinghouse product and customer-first approach have set us apart. Stedi was ranked by Ramp as one of the fastest-growing SaaS vendors.
Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company’s infrastructure; a passion for automation and eliminating toil; and $142 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.
To see what we ship, watch the 2026 Stedi Keynote. To learn more about how we work, watch our founder Zack’s interview with First Round Capital.
We’re hiring an experienced FP&A professional to raise the bar for business operations as Stedi enters its next stage of growth. You will build upon our existing models, metrics, and systems to deepen our understanding of the business, improve the accuracy and sophistication of our forecasts, and ensure our financial infrastructure scales with the company. You will report to the Head of Finance & Operations and work closely with our CEO and leaders across the company.
You will do more than operate existing FP&A processes or drive standard budgeting work. You will develop a deep understanding of how the business operates and use that foundation to tackle difficult strategic financial and operational questions. We have a high bar for accuracy and trust in our financial reporting, and you will be expected to understand the numbers from the source data through the final output.
We also expect you to aggressively leverage technology, looking for opportunities to automate manual work, improve how financial data flows, and use modern tools and AI to make our forecasting and analysis faster, more reliable, and more scalable.
The ideal candidate combines exceptional financial and analytical rigor with a builder’s mindset. You should be equally comfortable tracing a number back to its source, designing a model from scratch, and taking a difficult, ambiguous business question and turning it into rigorous analysis. If you care deeply about understanding the drivers of a business, translating them into rigorous models and forecasts, and building systems that become more powerful and trustworthy as the company scales, this role will provide meaningful ownership and impact.
Own and continuously improve Stedi’s company financial model, including revenue, expenses, headcount, cash, and long-range forecasting
Build the metrics, models, and reporting infrastructure we use to understand business performance, with a high bar for accuracy, consistency, and traceability to underlying data
Own our annual planning and ongoing forecasting processes, developing assumptions and models that reflect how the business actually operates rather than relying on static or top-down forecasts
Develop reporting and analysis that clearly explains performance against plan, including the underlying drivers of revenue growth, gross margin, operating expenses, and cash
Partner closely with Accounting to digest monthly results and relevant accounting considerations, comparing projections to actuals and translating performance into reliable management reporting, forecasts, and models
Build models to answer difficult strategic questions across the business, including customer and product economics, pricing, gross margin, infrastructure costs, investment decisions, and long-range growth scenarios
Own headcount and spend planning across the company, ensuring our forecasts accurately reflect hiring plans, commitments, and other expected investments
Develop and maintain cash and runway forecasts that give leadership a clear view into our capital needs under a range of operating scenarios
Automate financial data collection, reporting, and analysis wherever possible, using modern tooling and AI to eliminate manual work and improve the speed and reliability of our financial systems
Work directly with the Head of Finance & Operations and CEO on financial analysis for major company decisions, board discussions, and other high-priority strategic questions
You have 4+ years of experience across FP&A, strategic finance, investment banking, private equity, consulting, or similarly rigorous analytical roles, including meaningful experience operating inside a high-growth startup
You have exceptional financial modeling skills and can independently build a model from raw inputs through a decision-ready output
You understand the relationship between financial statements and operating metrics and can connect the underlying mechanics of the business to financial performance, and accurate forecasts and analysis
You are highly technical for a finance professional. You look for opportunities to automate workflows, work directly with underlying data, and use modern tools and AI to build financial systems that are faster, more reliable, and less dependent on manual processes
You can independently take an ambiguous strategic question, determine what actually matters, structure the analysis, and develop a rigorous answer
You communicate complex financial analysis clearly. You can explain not only what changed, but why it changed, what matters, and what we should take away from it
You thrive in ambiguity, create structure from chaos, and can independently design scalable processes and systems from scratch
You are relentless and resourceful. When something doesn’t reconcile or an answer doesn’t make sense, you keep going until you understand why
You move fast and operate with precision. You thrive in an environment where clarity, accountability, and urgency matter
We’ve been made aware of individuals impersonating the Stedi recruiting team. Please note:
All official communication about roles at Stedi will only come from an @ stedi.com email address, or from our official identification verification partner, Persona, @frompersona.com.
If you’re unsure whether a message is legitimate or have any concerns, feel free to contact us directly at careers@stedi.com .
We appreciate your attention to this and your interest in joining Stedi.
At Stedi, we’re looking for people who are deeply curious and aligned to our ways of working. You’re encouraged to apply even if your experience doesn’t perfectly match the job description.
Manages risk assessment programs, client underwriting, and compliance operations for a fintech infrastructure platform.
Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments.
Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic’s developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years.
We’re building a future where access to better financial products materially improves people’s lives, free from the constraints of 30-year-old mainframes and legacy processors. We’re proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others.
We’re a team of 170+ across 26 states and 7 countries, headquartered in New York City.
Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments.
Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic’s developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years.
We’re building a future where access to better financial products materially improves people’s lives, free from the constraints of 30-year-old mainframes and legacy processors. We’re proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others.
We’re a team of 170+ across 26 states and 7 countries, headquartered in New York City.
We are hiring a Senior Risk Associate to run Lithic’s risk assessment function: the client risk assessment program, the third party risk management program, and the enterprise risk assessment. You will execute the assessments, own the operations that keep them on schedule and defensible, and continuously improve the rubrics, questionnaires, registers, and SOPs that govern them. You will also own program underwriting: the criteria, limit and reserve recommendations, and periodic reassessment that follow a client from diligence through scale.
This is an AI-forward role. Lithic is deploying agentic tooling across diligence and documentation workflows, and this role owns that build in the assessment domain: testing, tuning, and documenting the tooling so routine collection, review, and drafting are absorbed by automation, while you own the judgment calls, the exceptions, and the written product that goes to partner banks and examiners.
This role operates with limited guidance and owns its programs end to end. It is sized for ownership, orchestration, and judgment rather than queue/ticket processing.
What You’ll Do
What You’ll Bring
The annual US salary range for this role is $86,000 - $144,000, plus equity. This salary range may be inclusive of several career levels at Lithic and will be narrowed during the interview process based on the candidate’s experience and qualifications.
NYC-based employees work from our SoHo office three days a week. Tuesdays and Thursdays are our core days, and you’ll choose a third day that works for your schedule and team needs.
In-office employees receive:
NYC-based employees work from our SoHo office three days a week. Tuesdays and Thursdays are our core days, and you’ll choose a third day that works for your schedule and team needs.
In-office employees receive:
Senior Product Accounting Manager translates complex accounting standards into software requirements and partners with product/engineering teams to ensure accurate financial systems.
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.
The Senior Product Accounting Manager is a technical accounting expert embedded within FinQuery’s Product Accounting team, responsible for translating complex accounting standards into sound software requirements and supporting the product development lifecycle from research through release. This role partners closely with Product, Engineering, Customer Success, and Sales to ensure FinQuery’s software reflects accurate, defensible interpretations of applicable accounting frameworks across its product portfolio. The Senior Product Accounting Manager brings deep technical accounting expertise and proficiency with AI-enabled research workflows to a cross-functional environment where accounting judgment directly shapes product decisions.
Reports to:Â VP, Accounting Standards & Advocacy
Please note: This position is strictly accounting-focused; applicants must possess the required technical accounting experience to be considered.
Be the accounting expert inside Product. Partner with product engineers, engineers, designers, and QA to translate US GAAP, IFRS, GASB, and applicable international frameworks into software requirements, example scenarios, and test cases that hold up under scrutiny across FinQuery’s growing product portfolio.
Research and rule. Tackle ambiguous accounting questions escalated from teams across the organization, and make the call. Document your reasoning so the next person doesn’t have to redo the work.
Stay ahead of the standard-setters. Monitor publications, webinars, and emerging guidance from FASB, IASB, the FRC, GASB, and accounting firms across US, UK, and additional markets as FinQuery expands. Brief Product and leadership before guidance becomes a problem, not after.
Build the accounting foundation for new products. As FinQuery expands its platform, you’ll develop the example scenarios, edge case documentation, and requirements that establish sound accounting coverage for net new product areas.
Use AI as a force multiplier and govern it. You’ll lean on large language models to accelerate research, draft documentation, and pressure-test interpretations. You’ll also be one of the people responsible for making sure AI-generated accounting content is right before it goes anywhere near a customer.
Talk to customers. Join prospect and customer calls, articulate and defend how the software handles complex accounting scenarios, and bring real-world feedback back to the product team.
Teach the company. Write customer bulletins for the Knowledge Base, brief leadership on emerging guidance, and explain accounting concepts to people who have never reconciled a thing in their lives.
Test what we ship. Validate new accounting features end-to-end and drive anomalies through to resolution.
Mentor. Bring junior team members along. Make the people around you better.
Deep knowledge of corporate debt structures and accounting treatments, with specific expertise in navigating complex debt arrangements typical of private equity (PE)-backed companies
Deep knowledge of US GAAP with the ability to translate standards into plain language for non-accounting audiences
Working knowledge of IFRS and international frameworks preferred, with GASB experience as a plus
Ability to research technical accounting guidance independently and produce documented conclusions
Proficiency with AI tools and LLMs, including effective prompt writing and critical output evaluation
Strong written and verbal communication skills across technical, executive, and customer-facing audiences
Ability to lead cross-functional working groups and influence outcomes without direct authority
Ability to manage multiple concurrent research and project workstreams independently
Education & Experience
Bachelor’s degree in Accounting, Finance, or a related field required, with an advanced degree preferred
Active CPA license required
Four to six years of progressive experience in Big 4 audit/assurance or senior corporate accounting
Extensive background in technical accounting research, documentation, and standard application
$103,165 - $132,150 a year
The base pay range for this position is $103,165 - $132,150. Please note: The final base pay for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.
Benefits
For Your Growth & Career:
Annual employee development program stipend of $2,000 for each employee
Mentorship program (available immediately)
Sabbatical program (4 weeks after 5 years of service)
Advancement opportunities based on results, not politics
For Your Financial Well-being:
401(k) plan with employer matching
Signing stipend for a work-from-home setup
For Your Health & Wellness:
Great health benefits with multiple plan option
Flexible PTO (including 11 holidays and your birthday off)
Free gym membership at our office (Atlanta HQ)
Casual dress environment (when in office)
Catered lunches every Tuesday & Thursday (when in office)
For Your Family & Life:
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
About Us
FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization’s largest areas of spend—including leases, prepaids, and accruals.
Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
Senior technical accounting expert who translates accounting standards into software requirements and guides product development across lease accounting and financial reporting platforms.
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.
The Senior Product Accounting Manager is a technical accounting expert embedded within FinQuery’s Product Accounting team, responsible for translating complex accounting standards into sound software requirements and supporting the product development lifecycle from research through release. This role partners closely with Product, Engineering, Customer Success, and Sales to ensure FinQuery’s software reflects accurate, defensible interpretations of applicable accounting frameworks across its product portfolio. The Senior Product Accounting Manager brings deep technical accounting expertise and proficiency with AI-enabled research workflows to a cross-functional environment where accounting judgment directly shapes product decisions.
Reports to:Â VP, Accounting Standards & Advocacy
Please note: This position is strictly accounting-focused; applicants must possess the required technical accounting experience to be considered.
Be the accounting expert inside Product. Partner with product engineers, engineers, designers, and QA to translate US GAAP, IFRS, GASB, and applicable international frameworks into software requirements, example scenarios, and test cases that hold up under scrutiny across FinQuery’s growing product portfolio.
Research and rule. Tackle ambiguous accounting questions escalated from teams across the organization, and make the call. Document your reasoning so the next person doesn’t have to redo the work.
Stay ahead of the standard-setters. Monitor publications, webinars, and emerging guidance from FASB, IASB, the FRC, GASB, and accounting firms across US, UK, and additional markets as FinQuery expands. Brief Product and leadership before guidance becomes a problem, not after.
Build the accounting foundation for new products. As FinQuery expands its platform, you’ll develop the example scenarios, edge case documentation, and requirements that establish sound accounting coverage for net new product areas.
Use AI as a force multiplier and govern it. You’ll lean on large language models to accelerate research, draft documentation, and pressure-test interpretations. You’ll also be one of the people responsible for making sure AI-generated accounting content is right before it goes anywhere near a customer.
Talk to customers. Join prospect and customer calls, articulate and defend how the software handles complex accounting scenarios, and bring real-world feedback back to the product team.
Teach the company. Write customer bulletins for the Knowledge Base, brief leadership on emerging guidance, and explain accounting concepts to people who have never reconciled a thing in their lives.
Test what we ship. Validate new accounting features end-to-end and drive anomalies through to resolution.
Mentor. Bring junior team members along. Make the people around you better.
Deep knowledge of corporate debt structures and accounting treatments, with specific expertise in navigating complex debt arrangements typical of private equity (PE)-backed companies
Deep knowledge of US GAAP with the ability to translate standards into plain language for non-accounting audiences
Working knowledge of IFRS and international frameworks preferred, with GASB experience as a plus
Ability to research technical accounting guidance independently and produce documented conclusions
Proficiency with AI tools and LLMs, including effective prompt writing and critical output evaluation
Strong written and verbal communication skills across technical, executive, and customer-facing audiences
Ability to lead cross-functional working groups and influence outcomes without direct authority
Ability to manage multiple concurrent research and project workstreams independently
Education & Experience
Bachelor’s degree in Accounting, Finance, or a related field required, with an advanced degree preferred
Active CPA license required
Four to six years of progressive experience in Big 4 audit/assurance or senior corporate accounting
Extensive background in technical accounting research, documentation, and standard application
$103,165 - $132,150 a year
The base pay range for this position is $103,165 - $132,150. Please note: The final base pay for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.
Benefits
For Your Growth & Career:
Annual employee development program stipend of $2,000 for each employee
Mentorship program (available immediately)
Sabbatical program (4 weeks after 5 years of service)
Advancement opportunities based on results, not politics
For Your Financial Well-being:
401(k) plan with employer matching
Signing stipend for a work-from-home setup
For Your Health & Wellness:
Great health benefits with multiple plan option
Flexible PTO (including 11 holidays and your birthday off)
Free gym membership at our office (Atlanta HQ)
Casual dress environment (when in office)
Catered lunches every Tuesday & Thursday (when in office)
For Your Family & Life:
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
About Us
FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization’s largest areas of spend—including leases, prepaids, and accruals.
Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
Senior technical accounting expert who translates accounting standards into product requirements and ensures software compliance with GAAP, IFRS, and other frameworks.
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.
The Senior Product Accounting Manager is a technical accounting expert embedded within FinQuery’s Product Accounting team, responsible for translating complex accounting standards into sound software requirements and supporting the product development lifecycle from research through release. This role partners closely with Product, Engineering, Customer Success, and Sales to ensure FinQuery’s software reflects accurate, defensible interpretations of applicable accounting frameworks across its product portfolio. The Senior Product Accounting Manager brings deep technical accounting expertise and proficiency with AI-enabled research workflows to a cross-functional environment where accounting judgment directly shapes product decisions.
Reports to:Â VP, Accounting Standards & Advocacy
Please note: This position is strictly accounting-focused; applicants must possess the required technical accounting experience to be considered.
Be the accounting expert inside Product. Partner with product engineers, engineers, designers, and QA to translate US GAAP, IFRS, GASB, and applicable international frameworks into software requirements, example scenarios, and test cases that hold up under scrutiny across FinQuery’s growing product portfolio.
Research and rule. Tackle ambiguous accounting questions escalated from teams across the organization, and make the call. Document your reasoning so the next person doesn’t have to redo the work.
Stay ahead of the standard-setters. Monitor publications, webinars, and emerging guidance from FASB, IASB, the FRC, GASB, and accounting firms across US, UK, and additional markets as FinQuery expands. Brief Product and leadership before guidance becomes a problem, not after.
Build the accounting foundation for new products. As FinQuery expands its platform, you’ll develop the example scenarios, edge case documentation, and requirements that establish sound accounting coverage for net new product areas.
Use AI as a force multiplier and govern it. You’ll lean on large language models to accelerate research, draft documentation, and pressure-test interpretations. You’ll also be one of the people responsible for making sure AI-generated accounting content is right before it goes anywhere near a customer.
Talk to customers. Join prospect and customer calls, articulate and defend how the software handles complex accounting scenarios, and bring real-world feedback back to the product team.
Teach the company. Write customer bulletins for the Knowledge Base, brief leadership on emerging guidance, and explain accounting concepts to people who have never reconciled a thing in their lives.
Test what we ship. Validate new accounting features end-to-end and drive anomalies through to resolution.
Mentor. Bring junior team members along. Make the people around you better.
Deep knowledge of corporate debt structures and accounting treatments, with specific expertise in navigating complex debt arrangements typical of private equity (PE)-backed companies
Deep knowledge of US GAAP with the ability to translate standards into plain language for non-accounting audiences
Working knowledge of IFRS and international frameworks preferred, with GASB experience as a plus
Ability to research technical accounting guidance independently and produce documented conclusions
Proficiency with AI tools and LLMs, including effective prompt writing and critical output evaluation
Strong written and verbal communication skills across technical, executive, and customer-facing audiences
Ability to lead cross-functional working groups and influence outcomes without direct authority
Ability to manage multiple concurrent research and project workstreams independently
Education & Experience
Bachelor’s degree in Accounting, Finance, or a related field required, with an advanced degree preferred
Active CPA license required
Four to six years of progressive experience in Big 4 audit/assurance or senior corporate accounting
Extensive background in technical accounting research, documentation, and standard application
$103,165 - $132,150 a year
The base pay range for this position is $103,165 - $132,150. Please note: The final base pay for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.
Benefits
For Your Growth & Career:
Annual employee development program stipend of $2,000 for each employee
Mentorship program (available immediately)
Sabbatical program (4 weeks after 5 years of service)
Advancement opportunities based on results, not politics
For Your Financial Well-being:
401(k) plan with employer matching
Signing stipend for a work-from-home setup
For Your Health & Wellness:
Great health benefits with multiple plan option
Flexible PTO (including 11 holidays and your birthday off)
Free gym membership at our office (Atlanta HQ)
Casual dress environment (when in office)
Catered lunches every Tuesday & Thursday (when in office)
For Your Family & Life:
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
About Us
FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization’s largest areas of spend—including leases, prepaids, and accruals.
Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
Leads treasury analytics by building cash forecasting, capital, and balance sheet models to optimize cash utilization and inform strategic financial decisions.
OnePay is the consumer fintech trusted by millions of Americans to make money better.
Our financial system is broken. High fees, low rates, and too few ways to actually grow your money. We’re fixing it. And we’re moving fast.
We’re an all-in-one financial services platform that brings together banking, high-yield savings, credit cards, point-of-sale lending, investing, and crypto in one place. We also partner with employers, HCM providers, gig platforms, and others to deliver embedded financial services to millions of employees and frontline workers.
We’re backed by Walmart, the world’s largest retailer, and Ribbit Capital, one of fintech’s most respected investors, giving us rare scale, distribution, and the opportunity to build something truly category-defining.
But what really sets OnePay apart is how we move. Our customers don’t have time to wait… and neither do we. This place moves fast, and we’re looking for people who are:
Ready to run
Hungry and driven by urgency
Exceptional at what they do, with low ego
Comfortable operating in motion
This Treasury lead will report directly to the Treasurer and is responsible for building out the suite of analytic tools to enhance Treasury infrastructure and increase the visibility and value of cash and capital at the firm. The Analytics lead will be tasked with building cash forecasting, capital, balance sheet, and risk models to inform key strategic decisions. We are working to be an Ai native company and would expect this person to incorporate Ai in these builds; we have unlimited tokens here as well. This role combines strategic lens with hands-on execution, ensuring optimal cash utilization, robust forecasting, and effective capital adequacy management. The individual will work closely with finance leadership, accounting, strategic finance, FP&A, and financial operations to support the company’s growth and financial and build out a longer term plan for capital efficiency.
Improve short, medium, and long-term cash flow forecasts, incorporating business inputs, financial projections, and historical data
Integrate cash forecasts into corporate-level models to inform budget and capital planning
Partner with treasury and financial operations teams on implementing strategies to improve cash usage
Define and build the core treasury data set (cash positions, balance sheet, counterparty, and market data) as the foundation for all downstream models
Establish a treasury data strategy: sourcing, ownership, quality standards, and integration with corporate finance and accounting systems
Evaluate and implement tools and infrastructure to support scalable model-building and reporting
Build foundational ALM models to inform cash and investment strategies
Build initial cash and capital utilization frameworks to consider and evaluate business lines and inform funding strategies
Enhance interest rate risk models to assess exposure across the balance sheet and inform hedging and investment decisions
Build FX risk models to monitor and manage currency exposure across entities and business lines
Design and run stress testing and scenario analysis frameworks to evaluate resilience of cash, capital, and liquidity positions under adverse conditions
Enhance balance sheet modeling with scenario capabilities to project evolution of balance sheet under different business and market environments
Enhance treasury reporting for cash, liquidity, funding, and counterparty exposure for management visibility
Strengthen treasury controls, documentation, and operational processes
Enhance and automate reconciliation processes
Ensure compliance with investment policies and capital requirements
Oversee inputs and operational support for the capital adequacy and liquidity management framework
Partner with legal, risk, and compliance teams to ensure treasury activities align with regulatory and internal governance standards
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or CA preferred
7–10+ years of experience in corporate treasury, liquidity management, or related analytical field
Prior experience at a large bank or major fintech
Experience prompting and using Ai for operational efficiencies
Strong understanding of financial statements, cash management structures, forecasting, ALM and other core treasury models, and banking products
Experience building or scaling treasury/finance data infrastructure; proficiency in SQL and BI tools (e.g., Tableau, Looker) a plus
Proven ability to balance strategic thinking with hands-on operational execution
Our process varies by role. Most candidates go through:
AI-assisted initial screen
Interview with Talent Partner
Technical or Hiring Manager Interview
Team Interview
Executive Interview
Offer!
To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us at talent@onepay.com.
Manages sales compensation and commission administration by designing, configuring, and optimizing the Xactly platform while collaborating with finance and sales operations teams.
We are seeking a Senior Engineer to join MongoDB’s growing Fintech Team. This highly visible role is critical to supporting the company’s continued rapid growth and will focus primarily on the administration and analysis of our Global Sales Incentive Plans.
The ideal candidate is detail-oriented, with strong organizational and time-management skills. Excellent verbal and written communication, along with a collaborative mindset, are essential for working effectively across cross-functional teams and with various levels of management.
Please note this role will require weekend availability during quarter-end close and annual plan implementation periods.
MongoDB engineering teams take pride in building high-quality software while living our cultural values every day. We value intellectual curiosity and honesty, and we foster an environment that prioritizes collaboration over competition.
We are looking to speak with candidates based in Gurugram or Bangalore for our hybrid working model.
Act as an organizational subject matter expert for commissions processing, the Xactly product suite, and individual commission plan components as they operate in the solution
Gathering and documenting detailed business requirements
Responsible for designing, configuring and managing Xactly platform
Collaborate with Sales Operations and Finance teams in user acceptance testing for changes to Xactly system as well as facilitate seamless implementations of new functionality through targeted communications, demos, and the user training
Design, develop, test, document, and deploy high-quality technical solutions on the Xactly platform based on industry best practices to solve business needs
Trace unexpected results back to their source and diagnose underlying issues. If unable to resolve directly, own coordination and resolution with appropriate resources
Manage the process of implementing improvements and new functionality in the Xactly application
Communicate and collaborate with other technical resources and customers in providing timely updates on status of deliverables, shedding light on technical issues, and obtaining buy-in on creative solutions
Document system configuration and payment administrative processes
Work closely with globally distributed development team and lead project efforts with less supervision
Perform ad-hoc reporting and analysis to provide business insight
Remain current with Xactly products and modules through regular engagement with and training through Xactly resources and communicate trends and future needs to leadership
Coordinate with the Xactly Data Warehouse and ETL teams to implement commission data changes, and output data for consumption by other business teams
Bachelor’s or Master’s degree in Computer Science, Information Systems, or equivalent
5+ years of experience working with and building Sales Compensation systems in a professional, fast-paced environment
Strong business relationship and partnership skills and experience
A current Xactly Incent certification (e.g. Incent Level 3 certification)
3-5 years experience querying traditional SQL RDBMS (Oracle, Microsoft SQL Server, MySQL, PostgreSQL, DB2, HyperSQL, Salesforce, SQLite, etc.)
Experience with the Xactly product suite or competitive product suites highly desirable (ie, SAP CallidusCloud, IBM Varicent, Anaplan, Optymyze, Pigment)
Experience with design and maintain planning models in Anaplan or Pigment(Preferred), including:
Xactly Incent platform development experience (Configuring, testing, deployment and production support)
Strong Software Design experience
Excellent verbal and written communication skills
MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the data platform for the AI era, enabling builders to create, transform, and disrupt industries with software. MongoDB’s unified data platform, the most widely available, globally distributed data platform on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud data platform and is available across AWS, Google Cloud, and Microsoft Azure.
With offices worldwide and over 67,000 customers, including AI-native startups and approximately 75% of the Fortune 100, relying on MongoDB for their most important applications, we’re powering the next era of software.
Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB.
To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world!
MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.
MongoDB is an equal opportunities employer.
Requisition ID-3273517715
Senior financial analyst who manages financial planning, analysis, and forecasting for the organization.
Manages sales compensation programs, structures, and processes for the organization's sales team.
Develops financial forecasts, analyzes business performance, and supports strategic decision-making through FP&A analysis and reporting.
Manages billing and collections accounting functions, including financial record-keeping, accounts receivable, and revenue processing.
Prepares and e-files Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs) with FinCEN, drafts SAR narratives, and performs regulatory compliance reviews.
We are a hybrid, remote-office company dedicated to growing our talent anywhere!
We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.
At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.
We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
About the Role:
The Senior Analyst, SAR / CTR Filing is a filing specialist responsible for the accurate and timely preparation and e-filing of Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs) with FinCEN. Operating within a team, the Senior Analyst drafts examiner-ready SAR narratives, files CTRs, and performs continuing-activity reviews — including identifying continuing-activity reports from originally filed SARs — under the QA of the SAR Lead.
What You Will Do:
•   Prepare and e-file SARs and CTRs with FinCEN accurately and within regulatory deadlines.
•   Author SAR narratives at examiner-ready standard, applying the OCC five-element documentation baseline and the Knowledgeable Third-Party Standard.
•   Perform continuing-activity reviews and file continuing-activity SARs on the 90-day cycle from originally filed reports.
•   Validate CTR data, manage exemptions where applicable, and ensure filing completeness and accuracy.
•   Maintain filing logs, tracking, and evidence to support audit and examination requests.
•   Coordinate with Cases and Complex Investigations on SARs surfaced from investigations and from external/consultant escalations.
•   Identify SAR filing trends and continuing-activity patterns; escalate observations to the SAR Lead.
What You Will Need:
•   Bachelor’s degree preferred; equivalent work experience considered.
•   CAMS preferred; if not held, expected to obtain within 12 months of hire.
•   3–5 years of SAR drafting, CTR filing, or BSA/AML investigations experience.
•   Hands-on experience with FinCEN BSA E-Filing and case-management systems.
•   Working knowledge of SAR/CTR thresholds, continuing-activity requirements, and FinCEN guidance.
•   Advanced narrative-writing skills and precision in regulatory filing.
•   Strong attention to detail and deadline discipline.
•   Knowledge of SAR/CTR requirements and continuing-activity monitoring.
•   Working knowledge of Excel data analysis and SharePoint.
•   Collaborative and quality-focused orientation.
The responsibilities listed above are not all inclusive and may be changed at any time.
Salary range: $60,000 – $100,500
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.
#LI-Remote
Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.
Who we are:
Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.
Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com
Please click here to view Pathward’s Applicant Privacy Notice.
Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.
Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.
We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/
