Technical Accounting Consultant – TAC

🕒 March 30

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Logo of FinQuery, Formerly LeaseQuery

FinQuery, Formerly LeaseQuery

201 - 500 employees

💸 Finance

☁️ SaaS

💳 Fintech

💰 Venture Round on 2020-01

Finance • SaaS • Fintech

FinQuery, formerly known as LeaseQuery, is a company that provides finance and accounting software solutions designed to simplify complex accounting tasks and ensure compliance with various financial standards. Their platform offers tools for lease accounting, prepaid and accrual accounting, contract management, and SBITA accounting. The software is CPA-built and automates processes such as amortization schedules, journal entries, and expense management, which facilitates compliance with ASC 842, IFRS 16, GASB 87, and other standards. FinQuery uses AI-enabled technology to streamline accounting tasks, making it easier for professionals and organizations to manage leases, contracts, and financial forecasts effectively. With a focus on audit readiness and supporting over 8,000 organizations worldwide, FinQuery aims to improve the accuracy and efficiency of financial accounting processes.

📋 Description

• Engage with prospects and customers in a consultant role showing how our solutions can help meet their business and technical goals. • In partnership with the sales team, formulate and execute a sales strategy to exceed revenue targets. • Remain up to date with all of FinQuery’s products and services by attending product release meetings and provide feedback to the product team. • Collaborate with sales, marketing, and product teams providing customer feedback and influencing our go-to-market messaging. • Gather and document client requirements in order to translate requirements into software presentation that conforms to client needs. • Prepare for meetings and tailor communications to address business needs of potential clients as part of the pre-sales process. • Build deep relationships with customers to enable them to be FinQuery advocates. • Continuously improve professional skills with a focus on personal mastery and team learning through activities such as training, reading, and seeking mentorship from others. • Provide the marketing team with content for technical articles, blog comments, webinars, peer review, etc. and participate in webinars as a technical expert. • Partner with Customer Success Managers to answer escalated technical accounting and software questions as well as participate in customer calls, as needed. • Identify repeat request and how to resolve especially if it could be addressed during sales process/demo. • Develop an understanding of competitive analyses and differentiators between the company and its competitors. • Develop a competent level of knowledge and technical hands-on experience across products, solutions, and sales propositions. • Document all calls, emails, and other relevant sales activity in CRM accurately and timely. • Keep up to date with all pronouncements by regulatory bodies and new developments with regards to lease accounting. • Represent FinQuery by adequately preparing for and participating in conferences and events. • Conduct all business in accordance with FinQuery policies and procedures. • All other duties as assigned.

🎯 Requirements

• Requires 1-3 busy seasons in an audit role, preferably at a Big 4 • 3+ years experience in an accountant position, audit experience is preferred • Strong understanding of FASB, GASB and IFRS guidelines • Strong understanding of lease accounting standards and FinQuery products and tools • Developing skills to achieve and exceed sales targets • Basic understanding of sales principles and techniques • Ability to conduct market research and analyze data • Comfortable engaging and working with all levels of personnel and a variety of departments - specifically accounting/finance/real estate • Confidently with engages senior management and executive customer prospects to convey FinQuery's value proposition • Excellent listener that seeks to understand what a prospect/customer is trying to achieve rather than assuming • Fast learner, excited and willing to gain additional accounting knowledge and apply it on an ongoing basis • Great communication skills (presentation, verbal and written) • Enjoys a fast-paced environment and loves teamwork and collaboration • Must have demonstrated ability to attain sales goals • Must be able to produce accurate and timely sales forecasts on a weekly basis.

🏖️ Benefits

• 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 • 401(k) plan with employer matching • Signing stipend for a work-from-home setup • 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) • Parental Leave Benefits • Fertility/Adoption Assistance • Annual tutoring stipend for your children (pending eligibility)

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