Overview
This role involves owning the “Accountants Stack” — accounting integrations and financial operations tools used by closely held business owners and the accountants who serve them. Responsibilities span expense management, bill pay, invoicing, AR/AP, and financial reporting.
The work focuses on serving super-premium business owners with $3M to $200M in revenue who rely on controllers and/or outside accountants, using real ERP/accounting systems such as NetSuite, Sage Intacct (and sometimes Microsoft Dynamics or Acumatica). A core goal is making the integrated business-and-personal financial workflow work cleanly for both the owner and the accountant.
Location: Remote. Open to candidates in Canada, Mexico, the United States, Brazil, and Colombia.
Responsibilities
- Define the strategy and own the connectivity layer to the accounting and ERP systems customers’ accountants use, including QuickBooks Online, Xero, NetSuite, Sage Intacct, etc.
- Build expense management for owners and the accountants reconciling on their behalf, including:
- Receipt capture
- GL coding
- Approval workflows
- Integration into accounting tools without requiring manual reconciliation downstream
- Own bill pay and AR/AP workflows, including:
- Invoice received to vendor paid, with full reconciliation back to the accounting system
- Invoice sent to customer paid, with full reconciliation back to the accounting system
- Build the invoicing product (the organization does not have a real invoicing offering today and customers are starting to ask); determine the product shape and ship it.
- Architect connections between business financial data and personal financial data to eliminate friction in the integrated owner lifecycle.
- Partner closely with Banking, Credit, Cards, and Payments product owners to ensure financial flows tie out cleanly across the stack.
- Translate the controller, CFO, and CPA persona for the rest of the organization, speaking fluently across both owner and accountant mindsets.
Requirements
- Years of experience understanding how business owners and the accountants who serve them run financial operations.
- Ability to distinguish between a bookkeeper, a controller, a fractional CFO, and an outside accountant, with demonstrated product building for at least one of these roles.
- Deep, hands-on familiarity with at least two of the following (not just awareness):
- QuickBooks Online
- Xero
- NetSuite
- Sage Intacct
- Microsoft Dynamics 365 Business Central
- Acumatica
- Ability to journal a transaction without looking it up.
- Understanding of accrual vs. cash basis, the close cycle, what a 1099 is for, and why a controller cares about the audit trail.
- Experience building either:
- Inside an accounting platform, or on top of one as an integration partner, or
- A fintech product that lives natively in the accounting workflow.
- Understanding of the accountant channel and how CPAs influence product adoption.
- Bonus: experience building for or partnering with CPAs directly.
Compensation & Benefits
- Not specified in the provided description.
Location
- Remote
- Open to candidates in Canada, Mexico, the United States, Brazil, and Colombia.