Accounting Subject Matter Expert – CPA

November 26

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Alloy Automation

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API • SaaS • eCommerce

Alloy Automation is an embedded integrations platform designed to simplify and accelerate integration development for engineering and product teams. It provides a low-code integration builder, pre-built connectors, and APIs to enable quick and customizable integration with customers' critical applications. The platform features powerful automation capabilities, allowing companies to enhance their offerings in eCommerce, CRM, and ERP systems among others. Alloy Automation also emphasizes security, with compliance to SOC 2, GDPR, and HIPAA standards, and infrastructure designed to scale with users' needs. This makes it a preferred choice for companies looking to streamline integrations without diverting focus from their core products.

11 - 50 employees

🔌 API

☁️ SaaS

🛍️ eCommerce

💰 $20M Series A on 2022-02

📋 Description

• Be Alloy Automation’s on staff accounting expert, owning domain depth across core workflows like close, reconciliation, AP, AR, expense, accruals, and financial reporting. • Partner with Product to define accounting focused agent use cases, requirements, and success metrics, ensuring we reflect real world practices and controls. • Translate messy, nuanced accounting reality into crisp product direction in conjunction with our product and engineering teams. • Join sales and discovery calls as needed to deepen credibility, uncover true customer pain, and help shape high confidence solution paths. • Create and maintain a point of view on where accounting is headed with AI and automation, then use that to influence roadmap prioritization. • Help craft external facing messaging, demos, and collateral for accounting agents so they resonate with controllers, CFOs, and finance operators. • Review agent behavior and deterministic workflows for accuracy, compliance, and accounting quality, including materiality, approvals, and audit trails. • Develop internal enablement for Alloy Automation teams including playbooks, objection handling, and domain training so the whole org speaks accounting fluently. • Act as a feedback loop between customers and Product, spotting patterns across accounts and pushing for improvements that compound over time.

🎯 Requirements

• Active CPA license is required. • 5 to 12+ years of progressive accounting experience, ideally a mix of public accounting and industry (controller, assistant controller, or senior manager level). • Deep hands on knowledge of month end and year end close, account reconciliations, journal entry review, and financial statement preparation. • Strong understanding of internal controls, audit readiness, materiality, and policy driven accounting decisions. • Fluency with modern accounting systems and workflows (for example NetSuite, Sage Intacct, QuickBooks, Xero, Dynamics, or similar). • Proven ability to explain accounting concepts clearly to non accountants and to distill complexity into practical decision making. • Strong product instincts and comfort operating in ambiguity. You are able to go from a problem statement to a structured proposal without heavy guidance. • Customer facing confidence. You can earn trust quickly, ask sharp questions, and guide conversations toward the real issue. • Bias for action and ownership. You do not wait for perfect clarity before contributing, and you follow through to impact. • Comfort working cross functionally with Product, Engineering, Sales, and Customer Success in a fast moving environment. • Interest in AI, automation, and the future of finance operations. Prior experience with automation or systems projects is a plus. • Nice to have • Experience designing or implementing accounting process automation, shared services, or finance transformation initiatives. • Exposure to high transaction volume businesses or multi entity consolidations. • Prior work with AI assisted tools in finance or accounting.