Domain Expert - Accounting/Finance

Domain Expert - Finance

We are hiring experienced accounting professionals to help evaluate, design, and improve AI systems that support real-world accounting workflows. This is a flexible, contract-based role for accountants, auditors, controllers, tax professionals, finance systems experts, and other specialists who can bring practical judgment from hands-on accounting work.

Projects in this domain involve applied accounting tasks across a wide range of organizations, industries, and systems. Work is grounded in real accounting artifacts such as financial statements, trial balances, reconciliations, workpapers, ERP exports, audit schedules, tax filings, close checklists, and management reports.

Accounting Expertise We Are Looking For

We are especially interested in experts with experience in one or more of the following accounting subdomains:

Corporate Accounting / General Ledger Accounting

• Month-end and year-end close processes
• Journal entries, accruals, prepaid expenses, deferrals, and adjustments
• Balance sheet reconciliations and variance analysis
• Trial balance review and financial statement preparation
• Chart of accounts design and maintenance
• Audit support and accounting policy application

Controllership / Controller Function

• Ownership or oversight of the monthly close
• Review of financial statements and accounting schedules
• Management of accounting policies, procedures, and internal review processes
• Coordination across AP, AR, payroll, tax, audit, and reporting teams
• Evaluation of accounting judgment, materiality, and process quality

Technical Accounting

• GAAP and IFRS research and application
• Revenue recognition, leases, stock-based compensation, consolidations, business combinations, and complex transactions
• Accounting memo preparation and review
• Disclosure evaluation and policy interpretation
• Support for audit, reporting, or transaction-driven accounting decisions

SEC / External Reporting

• Preparation or review of 10-Ks, 10-Qs, 8-Ks, earnings materials, footnotes, MD&A, and supporting schedules
• XBRL tagging and SEC reporting workflows
• Financial statement tie-outs and disclosure controls
• Public-company reporting processes and audit committee support

Audit / Assurance

• Financial statement audits, reviews, or compilations
• Audit planning, risk assessment, testing, sampling, and documentation
• Internal control testing and walkthroughs
• PBC request lists, audit schedules, confirmations, and substantive testing
• Review note resolution and workpaper quality assessment

Internal Audit / Controls

• SOX controls, operational audits, and compliance testing
• Control design, control testing, and remediation tracking
• Risk assessment and process documentation
• Coordination with finance, IT, legal, compliance, or external auditors

Tax Accounting

• Federal, state, local, or international tax accounting
• Tax provision, deferred taxes, uncertain tax positions, and tax planning
• Sales tax, payroll tax, VAT, nexus, and multi-jurisdictional filing considerations
• Tax return preparation, review, and research
• Entity structure and transaction tax analysis

FP&A / Financial Planning & Analysis

• Annual budgets, rolling forecasts, and long-range plans
• Budget vs. actuals analysis and variance commentary
• Revenue, margin, expense, headcount, and cash flow modeling
• Board reporting, KPI dashboards, and scenario analysis
• Partnership with accounting teams on actuals, accruals, and reporting outputs

CAS / Client Accounting or Client Advisory Services

• Bookkeeping, outsourced accounting, or advisory work for multiple clients
• Monthly close, reconciliations, AP, payroll, and financial reporting
• Client dashboards, cash flow analysis, profitability analysis, and budgeting
• Advisory recommendations based on client financial data
• Experience translating messy client records into reliable financials

Cost Accounting / Management Accounting

• Product costing, inventory valuation, and standard costing
• Labor, materials, overhead, and manufacturing variance analysis
• Department, product, customer, or project profitability analysis
• Support for pricing, margin, supply chain, or operational decisions

Fund, Nonprofit, or Government Accounting

• Fund accounting, restricted funds, grants, donor reporting, or public-sector accounting
• Capital calls, distributions, NAV calculations, or investor reporting
• Grant compliance, fund-based reporting, or program expense allocation
• Specialized reporting for nonprofit boards, fund administrators, government agencies, or investors

AP, AR, Payroll, and Transactional Accounting

• Vendor bills, payment approvals, expense coding, and 1099 support
• Invoicing, cash application, collections, aging, and bad debt reserves
• Payroll entries, payroll tax reconciliations, benefits deductions, bonuses, and commissions
• Reconciliation of subledgers to the general ledger

Accounting Systems / Finance Operations

• ERP implementation, configuration, reporting, or troubleshooting
• Close management, reconciliation automation, and workflow design
• Chart of accounts, dimensions, departments, classes, entities, and consolidation structures
• Process improvement across accounting, reporting, AP, AR, payroll, tax, or audit workflows

These subdomains reflect the range of accounting specialties and software ecosystems commonly used across accounting roles, including FP&A, CAS, audit, tax, corporate accounting, controllership, technical accounting, SEC reporting, payroll, AP, AR, and accounting systems.

Tools & Context

Experts in this role may work with, review, or help AI systems reason about the same tools and artifacts used by modern accounting teams, including:

• ERP and accounting systems such as NetSuite, SAP, Oracle, Microsoft Dynamics, Sage Intacct, QuickBooks, and Xero
• Close and reconciliation tools such as BlackLine and FloQast
• Reporting and filing tools such as Workiva, ActiveDisclosure, and XBRL tagging platforms
• FP&A and planning tools such as Excel, Google Sheets, Power BI, Tableau, Anaplan, Adaptive Planning, Pigment, and Planful
• Audit, tax, payroll, AP, AR, and finance operations platforms such as CaseWare, CCH, UltraTax, Avalara, Vertex, BILL, Tipalti, Coupa, Ramp, ADP, Gusto, Stripe, Salesforce, Chargebee, and Zuora
• Workpapers, reconciliations, trial balances, audit schedules, financial statements, tax filings, board materials, management reports, and regulatory filings

A key part of the role is helping define what "good accounting judgment" looks like in practice. This includes how transactions should be classified, how estimates should be evaluated, how reconciliations should be reviewed, how exceptions should be handled, and how accounting conclusions should be explained clearly.

What You'll Do

• Review accounting work for accuracy, completeness, and sound judgment
• Create or evaluate realistic accounting tasks, scenarios, and workflows
• Identify errors in journal entries, reconciliations, financial statements, schedules, tax analyses, or accounting explanations
• Explain accounting decisions, tradeoffs, assumptions, and risks in clear language
• Help define high-quality outputs for accounting-specific AI agents
• Contribute examples of real-world accounting workflows, edge cases, and professional judgment calls
• Collaborate with technical and domain teams to improve AI performance in accounting contexts

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