POSITION SUMMARY:

This role is responsible for various functions within the Private Debt Operations Team. This team member will work closely with the deal and Finance teams in coordinating and executing all aspects of the trade closing process through review of allocations, legal documents, and the flow of funds while executing wire transfers. The role entails working alongside and guiding relationships with Trustees, tracking cash and purchasing power, using a variety of systems to accurately reflect the business’s holdings, and working on daily leverage facility needs while promoting an environment of compliance, efficiency, and accuracy.

The ideal candidate is a self-motivated and detail-oriented team player with strong technical skills able to effectively and concisely complete tasks in a timely manner.

RESPONSIBILITIES:

Loan Servicing:

• Lead daily trade activity by contributing to the settlement of Primary and Secondary trades with counterparties utilizing WSO, ClearPar, and BlackMountain systems
• Interact daily with Portfolio Managers and PD Fund Management Team for allocations and coordination of trade settlements
• Work with senior members of the Operations Team on direct deal closings and transfer projects
• Coordinate with agent banks on a regular basis – resolution of trade discrepancies, timing of trade closing, and KYC
• Work closely with Trustee/Custodians on trade fundings and record keeping while assisting with daily inquiries across holdings
• Record and verify Paydowns/Drawdowns, Interest rate resets, PIK interest calculations, and Delayed Comp accruals/calculations
• Work with the TresVista team in the reconciliation and trade closing processes along with executing upcoming Revolver and Delayed Draw fundings
• Contribute to BMS/WSO system accuracy and items for daily processing

General Operations:

• Assist with new fund onboarding and opening new bank accounts
• Coordinate with Operations, Finance, and Treasury teams on set up, release, and documentation of wires
• Monitor, review, and seek resolution of compliance issues with deal team and compliance groups
• Prepare daily and monthly reports across a variety of Asset Backed Lending, CLO Lite, Line of Credit, and Warehouse facilities for cash borrowing needs, repayments, and reporting requirements
• Monitor cash flow analysis and assist deal team and Finance with capital calls, distributions, and equity contributions
• Assist in developing, implementing and reviewing operational controls, policies, and procedures
• Assist with the audit confirmation and AUP testing procedures

REQUIREMENTS/QUALIFICATIONS:

• BS in Finance, Accounting, Economics, Business Management, or a related major
• At least 5-8 years of professional experience, primary focus on debt products a plus
• Working knowledge of WSO, ClearPar, and BlackMountain a plus
• Advanced knowledge of Excel
• Strong organizational skills with the ability to multitask and prioritize a time sensitive workload
• Strong interpersonal and communication skills

Location: Boston, MA Hybrid

The base salary range for this position is $72,000 - $130,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. 

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

POSITION SUMMARY:

Significant alignment with LPs has been one of the cornerstones of Audax’s strategy since the firm was founded. This alignment is achieved through the firm’s extensive co-invest program, through which employees, collectively, have been, and continue to be among the largest investors in nearly every Audax investment across all business units. The Audax Co-Invest Finance Group is a team of 7 individuals responsible for the operational, accounting, tax, and reporting aspects of the co-invest portfolio. With significant investments across the entire Audax platform, the portfolio provides the team with the unique opportunity to gain exposure to all of the firm’s business units. Members of the team regularly collaborate with members of nearly every internal department in the company, including investment professionals from all business units, all internal finance departments, tax, legal, HR, compliance, and IT, as well as the firm’s outside advisors, including attorneys, banks, custodians, and accounting and tax professionals.

This position is responsible for all elements of accounting, reporting, and administration for Audax Co-Invest.  The candidate will work with other team members to maintain a scalable accounting function that provides a consistently high level of support to the organization.  This team member will be responsible for the timely and accurate completion of daily, weekly, and quarterly accounting for various funds.  This team member will also work closely with other internal teams to provide quarterly deliverables, assist in deal level allocations, and other internal ad-hoc requests.

The ideal candidate is a self-motivated team player who is able to materialize concepts into effective, concise and timely execution of work product. As Audax Co-Invest continues to grow, the position will evolve with the direction of business needs.

RESPONSIBILITIES:

• Cash monitoring and reconciliation with bank on a daily basis
• Record journal entries in accounting system on a daily basis for all investment activity in Co-Invest and General Partnership entities
• Prepare capital calls and distributions based on Fund cash projections
• Communicate with investors on a regular basis to provide documents related to capital activity, tax, compliance and account statements
• Coordinate with management company team for reconciliation of payables
• Communicate directly with bank representatives to maintain accounts and provide documentation for new accounts on an ad hoc basis
• Assist with quarterly financial reporting and provide quarterly account statements to investors
• Use DocuSign to produce Subscription documents for the Co-Investors
• Work with investors to complete ad-hoc reporting requests
• Close interaction with Business Solutions team and FP&A team to implement system solutions/efficiencies in relation to accounting systems and recurring reporting requests. Assist in the testing and implementation of reporting solutions. Propose new reporting initiatives and projects as challenges/inefficiencies arise.

REQUIREMENTS/QUALIFICATIONS:

• BS in Management with an advanced degree or certification a plus
• 1-3 years professional experience in fund accounting, alternative investment operations, or audit with primary focus on partnerships and investment
• Advanced excel user with a high level of attention-to-detail
• Experience with accounting software (Investran experience a plus)
• Experience with online banking platforms and treasury management systems/applications preferred (experience with Bank of America CashPro, Kyriba a plus)
• Understanding or experience with Private Equity or other alternative investment structures preferred
• Strong organizational skills with the ability to manage and prioritize multiple workstreams in order to meet tight deadlines
• Professional individual with strong interpersonal and communication skills, with the ability to effectively engage and lead a team and colleagues
• Detail-oriented and able to research discrepancies

 OTHER DUTIES:  

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

For Massachusetts: The base salary range for this position is $72,000- $120,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. 

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

Your Impact

Are you ready to make your mark on the world and save lives? Are you passionate about improving processes through technology? Do you want to be a part of a fast-paced, winning team?

Axon is seeking a dynamic and strategic Director of Global Credit and Collections who will lead worldwide credit risk and order to cash operations. This is a leadership role responsible for shaping global credit strategy, driving organizational transformation over cash collections, and leading a team across the Americas, EMEA, and APAC. The ideal candidate is a result-oriented leader who can operate and both the strategic and operational level – influencing senior stakeholders while ensuring flawless execution globally.

This role will work cross functionally to gather customer requirements early in Axon’s sales cycles to improve the customer invoicing experience. The Director will be a key business partner to internal stakeholders (Sales, Customer Success, Finance, Tax, Treasury, Controllership, and IT). You will help drive policy development, process design, operational excellence and change management as Axon improves its processes and technology utilized in the Global Credit and Collections lifecycle. In this role, you will be responsible for establishing and updating accurate reserves, having a strong understanding of customer contracts and billing within Axon’s CRM and ERP systems, as well as understanding how Axon satisfies its performance obligations to customers and issues invoices.

You will help drive business requirements to deliver enabling technologies that ensure accurate invoicing and timely collection based on Axon’s contracts and orders. Your mission will be to develop and deliver best practices to support improved cash collections and reduced bad debts.

You will help lead various data standards initiatives, including customer master data, customer contracts, and accounts receivable details, working closely with Finance, Sales Operations and IT business partners. You will help deliver new policies or policy updates and process documentation where needed.

You will lead a team of credit and collections professionals, providing leadership over an organization of approximately 20 employees. This position reports to the VP of Commercial Operations. This role will be customer facing at times, representing Axon with a high degree of professionalism, collaboration and ownership. The Director will work closely with the quoting, order processing, and IT teams, as well as members of the Sales, Sales Operations, Finance and Legal teams.

The Director will own various internal controls including credit worthiness, cash application, and provisions for uncollectible receivables.

At Axon, our goal is to make each individual feel valued for their contributions to the company’s mission, to protect life and truth. We are looking for smart people who want to do remarkable things. We strive to create an environment where people can succeed and enjoy coming to work every day.

What You’ll Do

Location: Onsite in Scottsdale, Boston, Seattle, Atlanta, San Francisco, New York, or Sterling, VA 
Reports to: VP, Commercial Operations
Direct Reports: 13 individuals

• Gain a deep understanding of customer quotes, orders, contracts, revenue and billing schedules, and the unique variety of solutions Axon offers its customers
• Partner with key stakeholders to implement internal controls and processes to drive accurate billing for customers based on their unique requirements
• Help lead the delivery of process and technology enhancements, working cross-functionally to identify and recommend optimal solutions
• Define and deliver change management programs to stakeholders, helping ensure minimal business disruption as process and technology changes are implemented, and that roles and responsibilities are clearly defined
• Partner with IT teams to design, test and implement proposed technology changes which aid in more effective and efficient credit review and invoicing / collection processes
• Help set priorities for teams engaged in Axon’s opportunity to cash transformation programs
• Ensure customer facing teams operate with the appropriate level of empathy and support of customer needs
• Own and drive standard reporting on key metrics, including cash forecasts, DSO, AR aging targets and bad debt expense
• Partner with IT and systems teams to lead ERP and Order to Cash platform enhancements

Collections & Cash Flow Optimization

• Oversee escalated collections strategies for high-value or complex customer accounts, including customer payment plan negotiations, dunning processes where applicable
• Partner with Treasury and FP&A on cash flow forecasting and working capital reporting
• Champion automation and technology investments to modernize collections workflows globally

Credit Risk Management

• Establish and govern global credit policies, risk frameworks, and approval authority
• Oversee portfolio-level credit risk analysis, including exposure concentration, industry trends, and macroeconomic factors
• Drive adoption of advanced credit risk tools, scoring models, and data analytics to improve decision-making
• Support automation of customer opportunity and quote approvals with global credit risk insights
• Manage vendor relationships with credit rating agencies

Governance, Compliance & Reporting

• Present AR performance, risk metrics, and strategic initiatives to leadership
• Ensure compliance with applicable regulations across all jurisdictions
• Establish and maintain a robust internal control environment; lead audit readiness for receivables and credit risk areas
• Build and manage executive-level dashboards tracking DSO, cash collection targets, bad debt reserves, and collection effectiveness

What You’ll Bring

• Bachelor’s Degree in Accounting, Business, Economics
• 12+ years experience in Global Credit and Collections, with at least 5+ years in a leadership role
• Strong program and change management expertise, with the ability to lead transformation at scale
• Experience leading large scale process transformation and technology implementation projects, including leveraging automation and AI tools
• Outstanding communication and presentation skills, including at the executive level
• Salesforce.com CRM platform experience (SF Billing and CPQ preferred)
• Strong understanding of ERP systems and integrations with source systems in the quote to cash lifecycle (Microsoft Dynamics 365 ERP experience preferred)
• Clear and concise written and verbal communication
• Highly collaborative business partner focused on Axon team results with ability to balance risk and growth
• Data driven professional with a continuous improvement mindset
• Proactive leader who is able to take initiative and owns resolution through completion
• Comfortable with conflict resolution and persuasion, demonstrating high integrity and sound judgment
• Can motivate a team to deliver according to established deadlines
• Able to work in a fast-paced environment with multiple competing priorities
• Proven track record managing global teams and operating across multiple regions, currencies, and regulatory environments
• Deep expertise in credit risk assessment, trade finance, and collections best practices at scale

Work Location

This role is based from any US office location and follows a hybrid schedule. We rely on in-person collaboration and ask that team members work onsite Tuesdays through Fridays, with the flexibility to work remotely on Mondays, unless there is an approved workplace accommodation. We believe that connection fuels innovation, and our in-office culture is designed to foster meaningful teamwork, mentorship, and shared success.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

ABOUT THE TEAM

Anduril is hiring a Senior Manager, Capital Markets to design and execute debt and structured financing solutions that enable the company’s most ambitious initiatives. This role sits within Anduril’s Investor Relations & Capital Markets team and is explicitly outward-facing and execution-focused, with a primary emphasis on debt capital markets.

ABOUT THE JOB

You will translate Anduril’s operational and financial needs—spanning manufacturing, hardware deployment, and infrastructure—into well-structured, executable financing transactions across both corporate and asset-backed contexts.
We are looking for candidates with strong experience in leveraged finance, private credit, project finance, or structured financing, who are comfortable operating in complex, non-standard environments and driving transactions from structuring through close. You will own relationships with banks, private credit funds, and other debt capital providers, and partner closely with Finance and Treasury to align financing strategy with liquidity, capital allocation, and long-term planning. Success in this role means ensuring that access to debt capital is a strategic advantage, not a constraint.

WHAT YOU’LL DO

• Lead end-to-end execution of debt transactions
  • Drive financings from initial structuring through diligence, negotiation, and closing across credit facilities, term loans, and structured debt
• Structure solutions across corporate and asset-backed contexts
  • Develop financing approaches tailored to Anduril’s operating model, including situations that do not fit traditional corporate lending frameworks
• Partner with Finance and Treasury
  • Align financing strategies with liquidity planning, capital allocation priorities, and broader financial strategy
• Own lender engagement and process management
  • Build and manage relationships with banks, private credit funds, and institutional lenders; run financing processes and coordinate diligence
• Operate across a range of debt structures
  • Execute primarily corporate debt transactions, with flexibility to incorporate asset-backed or hybrid structures where appropriate
• Drive speed, certainty, and flexibility in capital access
  • Ensure the company can move quickly by proactively developing financing capacity and options
• Negotiate and close transactions
  • Lead term sheet negotiation, documentation, and closing processes in partnership with Legal and Finance leadership

REQUIRED QUALIFICATIONS

• 6–10+ years of experience in leveraged finance, debt capital markets, private credit, or structured finance
• Significant experience executing debt transactions end-to-end, including structuring, diligence, and closing
• Strong understanding of credit analysis, capital structures, and lender dynamics
• Experience working directly with banks, direct lenders, and private credit funds
• Ability to independently drive complex, external-facing processes under tight timelines
• Advanced financial modeling skills with a focus on credit and downside analysis
• Must be a U.S. Person due to required access to U.S. export controlled information or facilities

PREFERRED QUALIFICATIONS

• Experience in structured or asset-backed financing (e.g., equipment finance, receivables facilities, project-based debt)
• Experience in capital-intensive or operationally complex industries (e.g., aerospace, defense, manufacturing, infrastructure)
• Familiarity with government contracting environments

WHAT WE VALUE

• High ownership and accountability for external execution
• Ability to operate effectively in ambiguous, fast-moving situations
• Strong judgment in structuring and negotiating complex transactions
• Bias toward action and results
• Alignment with Anduril’s mission

ABOUT THE TEAM

Anduril is hiring a Senior Manager, Capital Markets to design and execute debt and structured financing solutions that enable the company’s most ambitious initiatives. This role sits within Anduril’s Investor Relations & Capital Markets team and is explicitly outward-facing and execution-focused, with a primary emphasis on debt capital markets.

ABOUT THE JOB

You will translate Anduril’s operational and financial needs—spanning manufacturing, hardware deployment, and infrastructure—into well-structured, executable financing transactions across both corporate and asset-backed contexts.
We are looking for candidates with strong experience in leveraged finance, private credit, project finance, or structured financing, who are comfortable operating in complex, non-standard environments and driving transactions from structuring through close. You will own relationships with banks, private credit funds, and other debt capital providers, and partner closely with Finance and Treasury to align financing strategy with liquidity, capital allocation, and long-term planning. Success in this role means ensuring that access to debt capital is a strategic advantage, not a constraint.

WHAT YOU’LL DO

• Lead end-to-end execution of debt transactions
  • Drive financings from initial structuring through diligence, negotiation, and closing across credit facilities, term loans, and structured debt
• Structure solutions across corporate and asset-backed contexts
  • Develop financing approaches tailored to Anduril’s operating model, including situations that do not fit traditional corporate lending frameworks
• Partner with Finance and Treasury
  • Align financing strategies with liquidity planning, capital allocation priorities, and broader financial strategy
• Own lender engagement and process management
  • Build and manage relationships with banks, private credit funds, and institutional lenders; run financing processes and coordinate diligence
• Operate across a range of debt structures
  • Execute primarily corporate debt transactions, with flexibility to incorporate asset-backed or hybrid structures where appropriate
• Drive speed, certainty, and flexibility in capital access
  • Ensure the company can move quickly by proactively developing financing capacity and options
• Negotiate and close transactions
  • Lead term sheet negotiation, documentation, and closing processes in partnership with Legal and Finance leadership

REQUIRED QUALIFICATIONS

• 6–10+ years of experience in leveraged finance, debt capital markets, private credit, or structured finance
• Significant experience executing debt transactions end-to-end, including structuring, diligence, and closing
• Strong understanding of credit analysis, capital structures, and lender dynamics
• Experience working directly with banks, direct lenders, and private credit funds
• Ability to independently drive complex, external-facing processes under tight timelines
• Advanced financial modeling skills with a focus on credit and downside analysis
• Must be a U.S. Person due to required access to U.S. export controlled information or facilities

PREFERRED QUALIFICATIONS

• Experience in structured or asset-backed financing (e.g., equipment finance, receivables facilities, project-based debt)
• Experience in capital-intensive or operationally complex industries (e.g., aerospace, defense, manufacturing, infrastructure)
• Familiarity with government contracting environments

WHAT WE VALUE

• High ownership and accountability for external execution
• Ability to operate effectively in ambiguous, fast-moving situations
• Strong judgment in structuring and negotiating complex transactions
• Bias toward action and results
• Alignment with Anduril’s mission

We want people who are passionate, high performing team players who can take new challenges and go the extra mile.

The Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed and that our financial results are properly accounted for. We provide financial analysis to determine key operational decisions within a rapidly growing organization. We only hire the best to these teams, and your work will have a huge impact on the future success of this rapidly growing company.

We are seeking a high-caliber finance professional to serve as a key architect of our corporate financial strategy. This role requires a unique blend of technical modeling mastery and strategic foresight, as you will directly own the company’s cash forecasting, equity dilution models, and long-range planning integration. The ideal candidate is a "three-statement expert" who thrives in a high-growth, fluid environment and possesses the analytical rigor to manage complex balance sheet and liquidity workstreams. You must be a proactive problem-solver, capable of translating intricate financial data into clear, actionable insights. Beyond maintaining the status quo, you will be a champion for scaling our FP&A processes and leveraging tools like Adaptive Insights to enhance the sophistication of our global finance function.

What You’ll Be Doing:

• Own the cash forecast during each monthly forecast cycle, including the annual planning cycle
• Maintain and evolve the WASO (Weighted Average Shares Outstanding) and EPS (Earnings per Share) model, including equity roll-forward schedules and dilution forecasting 
• Architect and update the Balance Sheet forecast, proactively monitoring leverage ratios and capital structure health
• Analyze interest expense trends and the impact of debt instruments on the overall P&L and cash position.
• Manage the Long-Range Planning (LRP) model, translating multi-year strategic initiatives into a cohesive financial outlook for various scenario analyses
• Act as the primary FP&A lead for Treasury support, providing data-driven insights for debt servicing, interest expense forecasting, and overall cash management.
• Support development of integrated modeling for CapEx and equipment lease forecasts in close collaboration with the COGS and Operations teams 
• Drive accountability for cash performance metrics, specifically owning the tracking and reporting of Adjusted FCF, Unlevered FCF, and Cash Generated metrics.
• Drive end-of-quarter Cash Flow analysis with Accounts Payable and Accounting to ensure accuracy, control over final pay runs, and weekly liquidity management. 
• Provide monthly, quarterly, and annual support for internal reporting and external earnings requirements related to equity, debt, and cash flow movements.
• Support the advancement of FP&A processes, Adaptive Insights planning system and related IT tools, and financial modeling to enhance the overall finance function
• Work closely with the accounting team to ensure timely and accurate financial closes on a monthly basis
• Prepare presentations and key reporting to the Board of Directors and Executive Team
• Develop business cases and analysis to inform and support business and financial decisions
• Collaborate cross functionally to understand the financial impact of, and help prioritize, new business initiatives and investments

What We’ll Expect From You:

• Strong analytical, financial modeling, and problem-solving skills with the ability to quickly grasp and apply analytical concepts
• 2-3 years of investment banking experience (Tier 1 banks preferred)
• Foundational knowledge of GAAP, specifically as it relates to Cash Flow Statement classification
• Demonstrated ability to consistently work within fixed timeframes and meet deadlines
• Proactive communicator with excellent verbal and written skills
• Maintain the highest standards of accuracy and precision; detail-oriented, highly-organized and resourceful
• Must have strong work ethic, team mentality, positive attitude, be highly-driven, self-motivated, have excellent business partnering skills and demonstrate internal stakeholder orientation
• Passion for technology and genuine desire to make meaningful contributions on a team with big aspirations
• Proactive, self-directed operator who demonstrates strong ownership mindset; comfortable working autonomously to drive initiatives and deliver results.
• Proficiency in Google Sheets and Microsoft Excel
• Bachelor’s degree required
• Final candidates will be required to complete a case study analysis during the final rounds.

Nice to have:

• Proficiency in, or an aptitude to learn, Adaptive Insights including building models and reports
• Experience in financial forecasting, planning and analysis and operational budget management, preferably in a business partner facing role
• Experience in other tools/programming languages (Looker, SQL, VBA, Netsuite, Oracle, etc.)
• MBA is a plus

Compensation Range: 

• $93,000 - $140,000

*This is a remote role

JR: 2026-7580

#LI-Remote

Job Summary

Real Chemistry has a newly created role on our growing Treasury Team and we are seeking an experienced Treasury Analyst to join as we expand our department to support company growth.  This role will provide operational support on all treasury matters for the company, including such areas as Bank Account Management and Cash Management, reporting to the Manager of Treasury – Cash Operations.  The Treasury Analyst role requires the ability to establish and maintain strong working relationships within a collaborative team and serve as a liaison to business units and external banking partners.

Responsibilities –

Responsibilities include, but are not limited to, the following:

• Cash & Liquidity Management
  • Prepare daily cash reports of worldwide cash balances on a weekly basis for distribution to appropriate parties
  • Monitor daily cash positioning of respective accounts and communicate cash liquidity or any potential liquidity needs based on current cash flow forecasting models and actual transaction activity
  • Assist in effective cash management strategies with short-term investment/redemption recommendations for cash coverage purposes as well as cash consolidation analysis to the Manager of Treasury
• Bank Account Management
  • Maintain the Master bank account database and tracking of current bank requests
  • Manage and execute all requests relating to authorized signer updates, opening and/or closing of bank accounts
  • Liaise with our banking partners to follow up and ensure proper bank account setups, products & services related to accounts are added, and servicing any other banking needs or troubleshooting for the various business units.
  • Work closely with banking institutions to mitigate fraud risk, settle discrepancies and assist with banking integrations
  • Ensure banking institutions are provided with any required documentation as requested including KYC
  • Serve as additional Security Administrator on banking platforms
• Treasury Operations
  • Assist in transition of the banking relationships and implementation of banking infrastructures, as needed, related to the integration of newly acquired companies and/or global expansion initiatives
  • Support the implementation of any Treasury related systems and/or platforms
  • Participate in post-acquisition integration projects, internally and externally, for Treasury functions
  • Complete administrative tasks in conjunction with the Manager of Treasury for existing Debt Facilities such as committed loan notices, rate reset continuation letters, as well as any associated tracking and/or calculations.
  • Adhere to and aid in the documentation of appropriate Internal controls for Treasury processes
  • Additional duties, special projects, and ad hoc analyses as necessary

Required Knowledge & Skills –

• Strong analytical and problem-solving skills
• Detailed oriented, strong attention to accuracy, and self-motivated
• Hard-working, reliable team player and fast learner
• Excellent verbal and written communication skills

Required Education & Experience -

• Bachelor’s degree in finance, accounting, business, or another related field
• MBA, CTP strongly preferred
• Minimum 3-5 years of prior work experience, preferably in a Treasury, Banking, or Finance role
• Experience with banking and e-commerce software and websites (including JPM ACCESS, CIBC, Citi, HSBC, First Merchants, State Street FundConnect, Morgan Money)
• Microsoft Windows and Office proficiency
• Advanced Microsoft Excel skills
• TMS/ERP  preferred (Trovata/NetSuite)
• Solid understanding of Accounting, Finance, and Business principles

Pay Range: $60,000-$70,000

This is the pay range the Company believes it will pay for this position at the time of this posting.  Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time

Position Overview

We are seeking an experienced and strategic Director of Taxes to lead the company’s global tax function across approximately 35 countries. This role will serve as the most senior tax leader in the organization and a key advisor to executive leadership on all tax-related matters.

The Director of Taxes will be responsible for global tax compliance, transfer pricing strategy, international tax structuring, and tax risk management. The ideal candidate brings deep expertise in multinational tax environments, strong leadership capability, and the ability to align tax strategy with broader business objectives.

Key Responsibilities

Global Tax Leadership

• Oversee all tax related matters with the assistance of the U.S. based Tax Manager, international controllers, and third-party tax advisors (domestic and international)
• Develop and execute the company’s global tax strategy aligned with business growth and operational footprint
• Serve as primary tax advisor to the CFO, executive team, and owner.

Tax Compliance & Reporting

• Oversee global tax compliance (corporate income tax, indirect tax, withholding tax, etc.)
• Ensure timely and accurate tax filings across all jurisdictions
• Lead annual tax provision processes (ASC 740)
• Manage global audits and tax authority inquiries

Transfer Pricing

• Design, implement, and maintain transfer pricing policies and documentation
• Ensure alignment with OECD guidelines and local country requirements
• Manage intercompany agreements and defend positions in audits

International Tax & Structuring

• Advise on tax-efficient structuring of global operations, IP ownership, and intercompany financing
• Support expansion into new markets
• Monitor and respond to global tax developments (e.g., OECD Pillar Two, BEPS initiatives)

Stakeholder Collaboration

• Partner with Finance, Legal, Treasury, Customer Operations teams
• Manage relationships with external auditors, tax advisors, and authorities

Qualifications

• Bachelor’s degree in accounting, (CPA, JD, or MST strongly preferred)
• 15+ years of progressive tax experience, including 4+ years in: U.S. and international tax rules, Transfer Pricing Support, S-Corps, Passthrough Entity Taxes, Transfer PriASC 740 / tax accounting, OECD guidelines and BEPS initiatives
• Experience in a global software / technology company strongly preferred
• Proven ability to operate at executive level and influence senior stakeholders
• Experience managing geographically distributed teams

We are an equal-opportunity employer and do not discriminate because of race, color, religion, sex, national origin, ancestry, marital status, veteran status, age, disability, sexual orientation or gender identity or expression or any other legally protected category. InterSystems is an E-Verify Employer in the United States.

Your Impact

Axon Enterprise (Nasdaq: AXON) is seeking a Data Science Principal within the Office of the Chief Accounting Officer (CAO). This is a hands-on enabler role for a technically exceptional professional with deep finance and accounting domain expertise. Your primary mission is to ensure that Axon’s AI builders, process owners, decision-makers, and auditors can operate with clean, trusted, well-governed, and audit-ready data. You will spend roughly half your time building data analytics tools and pipelines—leveraging AI as a development accelerator—to support complex, large-scale projects including mergers and acquisitions (M&A) integration, enterprise resource planning (ERP) system deployments, upstream data remediation, and SOX compliance initiatives.

The other half is strategic: partnering across Controllership, Finance Operations, Financial Planning and Analysis (FP&A), Internal Audit, and Technology to establish the data foundation that makes AI, automation, and audit readiness possible. You will use AI-assisted development tools (code generation, copilots, large language models) as part of your everyday build process.

What You’ll Do

Hands-On Building & Upstream Data Cleanliness (~50%)

• Design and develop data analytics tools, automated validation frameworks, and dashboards that give Finance Operations and Controllership real-time visibility into data health across enterprise systems. Use AI to rapidly prototype, test, and deploy these solutions.

• Drive upstream data hygiene cross-functionally: partner with source-system owners in Revenue Operations, Procurement, Human Resources, and Engineering to fix data issues where they originate, not after they propagate.

• Own data dictionaries, lineage documentation, and quality scorecards for critical controllership data assets. Establish and enforce master data management (MDM) standards.

• Partner with the Chief Information Officer (CIO) and Information Technology (IT) on integration strategy, ensuring seamless data flows between ERP, sub-ledgers, and the enterprise data platform. Support Snowflake data warehouse deployment.

Mergers & Acquisitions Data Integration

• Lead data workstreams for M&A transactions end-to-end: perform data due diligence on target companies, assess data quality risks, and build integration playbooks for onboarding acquired-company data into Axon’s enterprise platform.

• Design and execute data mapping, cleansing, and migration plans for post-acquisition integration—ensuring acquired entities are reporting on clean, consolidated data within defined timelines.

• For interim stage prior to M&A integration, build, own, and operate extract-transform-load (ETL) and extract-load-transform (ELT) pipelines that remediate data quality issues at the source—before data reaches downstream AI models, reporting, or analytics. Leverage AI-assisted development tools (copilots, code generation, large language models) to accelerate pipeline development and iteration.

• Build repeatable M&A controllership data integration frameworks—using AI to automate data profiling, matching, and anomaly detection—that scale as Axon’s acquisition pace accelerates.

Financial Controls, SOX & Audit Readiness

• Co-design data pipelines and analytics with auditability built in—traceable lineage, complete audit trails, and evidence that holds up under external audit.

• Build or collaborate with process owners to build close-support tools (GL-to-sub-ledger, intercompany, journal entries) that reduce manual effort and strengthen control evidence.

Enabling AI Builders & Process Owners

• Serve as the data enablement partner to Axon’s Controllership AI team and Controllership process owners—ensuring they have access to clean, well-structured, governed datasets for machine learning (ML), automation, and large language model (LLM) initiatives.

• Collaborate with AI builders to define data requirements, validate input data quality, and create feedback loops that continuously improve data upstream of AI/ML workflows.

• Create self-service analytics capabilities that enable FP&A, Tax, Treasury, and Controllership teams to access trustworthy data without bottlenecks.

Partnership & Cross-Functional Leadership

• Serve as a trusted partner to the CIO, shaping technology roadmaps, enterprise architecture, and system integration decisions. Act as a strong ally to Controllership and Finance Operations.

• Engage stakeholders across FP&A, Tax, Treasury, Engineering, Product, Revenue Operations, and Legal to manage cross-functional data projects end-to-end. Influence without authority across global, distributed teams.

What You Bring

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Finance, or a related field with 8+ years in data science, data engineering, or analytics.

• Hands-on builder: strong, current proficiency with Structured Query Language (SQL) and Python—you write code, build pipelines, and ship tools, not just direct others. Comfortable using AI-assisted development tools to multiply your output.

• Deep experience with upstream data quality remediation, master data management, and data governance operationalization in a finance or accounting environment.

• Demonstrated M&A data integration experience: due diligence, data mapping, migration, and post-acquisition consolidation.

• Ability to build senior-level relationships, lead cross-functional projects end-to-end, and influence without direct authority across global teams.

• Working knowledge of US GAAP accounting processes (R2R, O2C, P2P, revenue recognition) or FP&A processes (budgeting, forecasting, variance analysis)—you understand the business logic, not just the data.

• Practical familiarity with SOX compliance and IT General Controls (ITGCs) sufficient to design audit-ready data pipelines, maintain traceable audit trails, and support internal audit teams and external auditors with data extracts, population listings, and control evidence—without needing to own the SOX program or control design.

Preferred Qualifications:

• Snowflake or comparable cloud data warehouse experience. Business intelligence (BI) platforms such as Sigma.

• High-growth, publicly traded technology company or digital transformation environment.

• Experience enabling AI/ML teams with clean data pipelines. Demonstrated use of AI code-generation in day-to-day development. Supervisory experience leading data teams.

• M&A integration at a company with an active acquisition strategy. Public safety, defense, or regulated industry background.

• Experience with audit management or financial close platforms/ERP and their data integration requirements; familiarity with how these tools consume and produce audit evidence.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

Your Impact

Axon Enterprise (Nasdaq: AXON) is seeking a Data Science Principal within the Office of the Chief Accounting Officer (CAO). This is a hands-on enabler role for a technically exceptional professional with deep finance and accounting domain expertise. Your primary mission is to ensure that Axon’s AI builders, process owners, decision-makers, and auditors can operate with clean, trusted, well-governed, and audit-ready data. You will spend roughly half your time building data analytics tools and pipelines—leveraging AI as a development accelerator—to support complex, large-scale projects including mergers and acquisitions (M&A) integration, enterprise resource planning (ERP) system deployments, upstream data remediation, and SOX compliance initiatives.

The other half is strategic: partnering across Controllership, Finance Operations, Financial Planning and Analysis (FP&A), Internal Audit, and Technology to establish the data foundation that makes AI, automation, and audit readiness possible. You will use AI-assisted development tools (code generation, copilots, large language models) as part of your everyday build process.

What You’ll Do

Hands-On Building & Upstream Data Cleanliness (~50%)

• Design and develop data analytics tools, automated validation frameworks, and dashboards that give Finance Operations and Controllership real-time visibility into data health across enterprise systems. Use AI to rapidly prototype, test, and deploy these solutions.

• Drive upstream data hygiene cross-functionally: partner with source-system owners in Revenue Operations, Procurement, Human Resources, and Engineering to fix data issues where they originate, not after they propagate.

• Own data dictionaries, lineage documentation, and quality scorecards for critical controllership data assets. Establish and enforce master data management (MDM) standards.

• Partner with the Chief Information Officer (CIO) and Information Technology (IT) on integration strategy, ensuring seamless data flows between ERP, sub-ledgers, and the enterprise data platform. Support Snowflake data warehouse deployment.

Mergers & Acquisitions Data Integration

• Lead data workstreams for M&A transactions end-to-end: perform data due diligence on target companies, assess data quality risks, and build integration playbooks for onboarding acquired-company data into Axon’s enterprise platform.

• Design and execute data mapping, cleansing, and migration plans for post-acquisition integration—ensuring acquired entities are reporting on clean, consolidated data within defined timelines.

• For interim stage prior to M&A integration, build, own, and operate extract-transform-load (ETL) and extract-load-transform (ELT) pipelines that remediate data quality issues at the source—before data reaches downstream AI models, reporting, or analytics. Leverage AI-assisted development tools (copilots, code generation, large language models) to accelerate pipeline development and iteration.

• Build repeatable M&A controllership data integration frameworks—using AI to automate data profiling, matching, and anomaly detection—that scale as Axon’s acquisition pace accelerates.

Financial Controls, SOX & Audit Readiness

• Co-design data pipelines and analytics with auditability built in—traceable lineage, complete audit trails, and evidence that holds up under external audit.

• Build or collaborate with process owners to build close-support tools (GL-to-sub-ledger, intercompany, journal entries) that reduce manual effort and strengthen control evidence.

Enabling AI Builders & Process Owners

• Serve as the data enablement partner to Axon’s Controllership AI team and Controllership process owners—ensuring they have access to clean, well-structured, governed datasets for machine learning (ML), automation, and large language model (LLM) initiatives.

• Collaborate with AI builders to define data requirements, validate input data quality, and create feedback loops that continuously improve data upstream of AI/ML workflows.

• Create self-service analytics capabilities that enable FP&A, Tax, Treasury, and Controllership teams to access trustworthy data without bottlenecks.

Partnership & Cross-Functional Leadership

• Serve as a trusted partner to the CIO, shaping technology roadmaps, enterprise architecture, and system integration decisions. Act as a strong ally to Controllership and Finance Operations.

• Engage stakeholders across FP&A, Tax, Treasury, Engineering, Product, Revenue Operations, and Legal to manage cross-functional data projects end-to-end. Influence without authority across global, distributed teams.

What You Bring

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Finance, or a related field with 8+ years in data science, data engineering, or analytics.

• Hands-on builder: strong, current proficiency with Structured Query Language (SQL) and Python—you write code, build pipelines, and ship tools, not just direct others. Comfortable using AI-assisted development tools to multiply your output.

• Deep experience with upstream data quality remediation, master data management, and data governance operationalization in a finance or accounting environment.

• Demonstrated M&A data integration experience: due diligence, data mapping, migration, and post-acquisition consolidation.

• Ability to build senior-level relationships, lead cross-functional projects end-to-end, and influence without direct authority across global teams.

• Working knowledge of US GAAP accounting processes (R2R, O2C, P2P, revenue recognition) or FP&A processes (budgeting, forecasting, variance analysis)—you understand the business logic, not just the data.

• Practical familiarity with SOX compliance and IT General Controls (ITGCs) sufficient to design audit-ready data pipelines, maintain traceable audit trails, and support internal audit teams and external auditors with data extracts, population listings, and control evidence—without needing to own the SOX program or control design.

Preferred Qualifications:

• Snowflake or comparable cloud data warehouse experience. Business intelligence (BI) platforms such as Sigma.

• High-growth, publicly traded technology company or digital transformation environment.

• Experience enabling AI/ML teams with clean data pipelines. Demonstrated use of AI code-generation in day-to-day development. Supervisory experience leading data teams.

• M&A integration at a company with an active acquisition strategy. Public safety, defense, or regulated industry background.

• Experience with audit management or financial close platforms/ERP and their data integration requirements; familiarity with how these tools consume and produce audit evidence.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

Your Impact

Axon Enterprise (Nasdaq: AXON) is seeking a Data Science Principal within the Office of the Chief Accounting Officer (CAO). This is a hands-on enabler role for a technically exceptional professional with deep finance and accounting domain expertise. Your primary mission is to ensure that Axon’s AI builders, process owners, decision-makers, and auditors can operate with clean, trusted, well-governed, and audit-ready data. You will spend roughly half your time building data analytics tools and pipelines—leveraging AI as a development accelerator—to support complex, large-scale projects including mergers and acquisitions (M&A) integration, enterprise resource planning (ERP) system deployments, upstream data remediation, and SOX compliance initiatives.

The other half is strategic: partnering across Controllership, Finance Operations, Financial Planning and Analysis (FP&A), Internal Audit, and Technology to establish the data foundation that makes AI, automation, and audit readiness possible. You will use AI-assisted development tools (code generation, copilots, large language models) as part of your everyday build process.

What You’ll Do

Hands-On Building & Upstream Data Cleanliness (~50%)

• Design and develop data analytics tools, automated validation frameworks, and dashboards that give Finance Operations and Controllership real-time visibility into data health across enterprise systems. Use AI to rapidly prototype, test, and deploy these solutions.

• Drive upstream data hygiene cross-functionally: partner with source-system owners in Revenue Operations, Procurement, Human Resources, and Engineering to fix data issues where they originate, not after they propagate.

• Own data dictionaries, lineage documentation, and quality scorecards for critical controllership data assets. Establish and enforce master data management (MDM) standards.

• Partner with the Chief Information Officer (CIO) and Information Technology (IT) on integration strategy, ensuring seamless data flows between ERP, sub-ledgers, and the enterprise data platform. Support Snowflake data warehouse deployment.

Mergers & Acquisitions Data Integration

• Lead data workstreams for M&A transactions end-to-end: perform data due diligence on target companies, assess data quality risks, and build integration playbooks for onboarding acquired-company data into Axon’s enterprise platform.

• Design and execute data mapping, cleansing, and migration plans for post-acquisition integration—ensuring acquired entities are reporting on clean, consolidated data within defined timelines.

• For interim stage prior to M&A integration, build, own, and operate extract-transform-load (ETL) and extract-load-transform (ELT) pipelines that remediate data quality issues at the source—before data reaches downstream AI models, reporting, or analytics. Leverage AI-assisted development tools (copilots, code generation, large language models) to accelerate pipeline development and iteration.

• Build repeatable M&A controllership data integration frameworks—using AI to automate data profiling, matching, and anomaly detection—that scale as Axon’s acquisition pace accelerates.

Financial Controls, SOX & Audit Readiness

• Co-design data pipelines and analytics with auditability built in—traceable lineage, complete audit trails, and evidence that holds up under external audit.

• Build or collaborate with process owners to build close-support tools (GL-to-sub-ledger, intercompany, journal entries) that reduce manual effort and strengthen control evidence.

Enabling AI Builders & Process Owners

• Serve as the data enablement partner to Axon’s Controllership AI team and Controllership process owners—ensuring they have access to clean, well-structured, governed datasets for machine learning (ML), automation, and large language model (LLM) initiatives.

• Collaborate with AI builders to define data requirements, validate input data quality, and create feedback loops that continuously improve data upstream of AI/ML workflows.

• Create self-service analytics capabilities that enable FP&A, Tax, Treasury, and Controllership teams to access trustworthy data without bottlenecks.

Partnership & Cross-Functional Leadership

• Serve as a trusted partner to the CIO, shaping technology roadmaps, enterprise architecture, and system integration decisions. Act as a strong ally to Controllership and Finance Operations.

• Engage stakeholders across FP&A, Tax, Treasury, Engineering, Product, Revenue Operations, and Legal to manage cross-functional data projects end-to-end. Influence without authority across global, distributed teams.

What You Bring

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Finance, or a related field with 8+ years in data science, data engineering, or analytics.

• Hands-on builder: strong, current proficiency with Structured Query Language (SQL) and Python—you write code, build pipelines, and ship tools, not just direct others. Comfortable using AI-assisted development tools to multiply your output.

• Deep experience with upstream data quality remediation, master data management, and data governance operationalization in a finance or accounting environment.

• Demonstrated M&A data integration experience: due diligence, data mapping, migration, and post-acquisition consolidation.

• Ability to build senior-level relationships, lead cross-functional projects end-to-end, and influence without direct authority across global teams.

• Working knowledge of US GAAP accounting processes (R2R, O2C, P2P, revenue recognition) or FP&A processes (budgeting, forecasting, variance analysis)—you understand the business logic, not just the data.

• Practical familiarity with SOX compliance and IT General Controls (ITGCs) sufficient to design audit-ready data pipelines, maintain traceable audit trails, and support internal audit teams and external auditors with data extracts, population listings, and control evidence—without needing to own the SOX program or control design.

Preferred Qualifications:

• Snowflake or comparable cloud data warehouse experience. Business intelligence (BI) platforms such as Sigma.

• High-growth, publicly traded technology company or digital transformation environment.

• Experience enabling AI/ML teams with clean data pipelines. Demonstrated use of AI code-generation in day-to-day development. Supervisory experience leading data teams.

• M&A integration at a company with an active acquisition strategy. Public safety, defense, or regulated industry background.

• Experience with audit management or financial close platforms/ERP and their data integration requirements; familiarity with how these tools consume and produce audit evidence.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

Your Impact

Axon Enterprise (Nasdaq: AXON) is seeking a Data Science Principal within the Office of the Chief Accounting Officer (CAO). This is a hands-on enabler role for a technically exceptional professional with deep finance and accounting domain expertise. Your primary mission is to ensure that Axon’s AI builders, process owners, decision-makers, and auditors can operate with clean, trusted, well-governed, and audit-ready data. You will spend roughly half your time building data analytics tools and pipelines—leveraging AI as a development accelerator—to support complex, large-scale projects including mergers and acquisitions (M&A) integration, enterprise resource planning (ERP) system deployments, upstream data remediation, and SOX compliance initiatives.

The other half is strategic: partnering across Controllership, Finance Operations, Financial Planning and Analysis (FP&A), Internal Audit, and Technology to establish the data foundation that makes AI, automation, and audit readiness possible. You will use AI-assisted development tools (code generation, copilots, large language models) as part of your everyday build process.

What You’ll Do

Hands-On Building & Upstream Data Cleanliness (~50%)

• Design and develop data analytics tools, automated validation frameworks, and dashboards that give Finance Operations and Controllership real-time visibility into data health across enterprise systems. Use AI to rapidly prototype, test, and deploy these solutions.

• Drive upstream data hygiene cross-functionally: partner with source-system owners in Revenue Operations, Procurement, Human Resources, and Engineering to fix data issues where they originate, not after they propagate.

• Own data dictionaries, lineage documentation, and quality scorecards for critical controllership data assets. Establish and enforce master data management (MDM) standards.

• Partner with the Chief Information Officer (CIO) and Information Technology (IT) on integration strategy, ensuring seamless data flows between ERP, sub-ledgers, and the enterprise data platform. Support Snowflake data warehouse deployment.

Mergers & Acquisitions Data Integration

• Lead data workstreams for M&A transactions end-to-end: perform data due diligence on target companies, assess data quality risks, and build integration playbooks for onboarding acquired-company data into Axon’s enterprise platform.

• Design and execute data mapping, cleansing, and migration plans for post-acquisition integration—ensuring acquired entities are reporting on clean, consolidated data within defined timelines.

• For interim stage prior to M&A integration, build, own, and operate extract-transform-load (ETL) and extract-load-transform (ELT) pipelines that remediate data quality issues at the source—before data reaches downstream AI models, reporting, or analytics. Leverage AI-assisted development tools (copilots, code generation, large language models) to accelerate pipeline development and iteration.

• Build repeatable M&A controllership data integration frameworks—using AI to automate data profiling, matching, and anomaly detection—that scale as Axon’s acquisition pace accelerates.

Financial Controls, SOX & Audit Readiness

• Co-design data pipelines and analytics with auditability built in—traceable lineage, complete audit trails, and evidence that holds up under external audit.

• Build or collaborate with process owners to build close-support tools (GL-to-sub-ledger, intercompany, journal entries) that reduce manual effort and strengthen control evidence.

Enabling AI Builders & Process Owners

• Serve as the data enablement partner to Axon’s Controllership AI team and Controllership process owners—ensuring they have access to clean, well-structured, governed datasets for machine learning (ML), automation, and large language model (LLM) initiatives.

• Collaborate with AI builders to define data requirements, validate input data quality, and create feedback loops that continuously improve data upstream of AI/ML workflows.

• Create self-service analytics capabilities that enable FP&A, Tax, Treasury, and Controllership teams to access trustworthy data without bottlenecks.

Partnership & Cross-Functional Leadership

• Serve as a trusted partner to the CIO, shaping technology roadmaps, enterprise architecture, and system integration decisions. Act as a strong ally to Controllership and Finance Operations.

• Engage stakeholders across FP&A, Tax, Treasury, Engineering, Product, Revenue Operations, and Legal to manage cross-functional data projects end-to-end. Influence without authority across global, distributed teams.

What You Bring

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Finance, or a related field with 8+ years in data science, data engineering, or analytics.

• Hands-on builder: strong, current proficiency with Structured Query Language (SQL) and Python—you write code, build pipelines, and ship tools, not just direct others. Comfortable using AI-assisted development tools to multiply your output.

• Deep experience with upstream data quality remediation, master data management, and data governance operationalization in a finance or accounting environment.

• Demonstrated M&A data integration experience: due diligence, data mapping, migration, and post-acquisition consolidation.

• Ability to build senior-level relationships, lead cross-functional projects end-to-end, and influence without direct authority across global teams.

• Working knowledge of US GAAP accounting processes (R2R, O2C, P2P, revenue recognition) or FP&A processes (budgeting, forecasting, variance analysis)—you understand the business logic, not just the data.

• Practical familiarity with SOX compliance and IT General Controls (ITGCs) sufficient to design audit-ready data pipelines, maintain traceable audit trails, and support internal audit teams and external auditors with data extracts, population listings, and control evidence—without needing to own the SOX program or control design.

Preferred Qualifications:

• Snowflake or comparable cloud data warehouse experience. Business intelligence (BI) platforms such as Sigma.

• High-growth, publicly traded technology company or digital transformation environment.

• Experience enabling AI/ML teams with clean data pipelines. Demonstrated use of AI code-generation in day-to-day development. Supervisory experience leading data teams.

• M&A integration at a company with an active acquisition strategy. Public safety, defense, or regulated industry background.

• Experience with audit management or financial close platforms/ERP and their data integration requirements; familiarity with how these tools consume and produce audit evidence.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

Your Impact

Axon Enterprise (Nasdaq: AXON) is seeking a Data Science Principal within the Office of the Chief Accounting Officer (CAO). This is a hands-on enabler role for a technically exceptional professional with deep finance and accounting domain expertise. Your primary mission is to ensure that Axon’s AI builders, process owners, decision-makers, and auditors can operate with clean, trusted, well-governed, and audit-ready data. You will spend roughly half your time building data analytics tools and pipelines—leveraging AI as a development accelerator—to support complex, large-scale projects including mergers and acquisitions (M&A) integration, enterprise resource planning (ERP) system deployments, upstream data remediation, and SOX compliance initiatives.

The other half is strategic: partnering across Controllership, Finance Operations, Financial Planning and Analysis (FP&A), Internal Audit, and Technology to establish the data foundation that makes AI, automation, and audit readiness possible. You will use AI-assisted development tools (code generation, copilots, large language models) as part of your everyday build process.

What You’ll Do

Hands-On Building & Upstream Data Cleanliness (~50%)

• Design and develop data analytics tools, automated validation frameworks, and dashboards that give Finance Operations and Controllership real-time visibility into data health across enterprise systems. Use AI to rapidly prototype, test, and deploy these solutions.

• Drive upstream data hygiene cross-functionally: partner with source-system owners in Revenue Operations, Procurement, Human Resources, and Engineering to fix data issues where they originate, not after they propagate.

• Own data dictionaries, lineage documentation, and quality scorecards for critical controllership data assets. Establish and enforce master data management (MDM) standards.

• Partner with the Chief Information Officer (CIO) and Information Technology (IT) on integration strategy, ensuring seamless data flows between ERP, sub-ledgers, and the enterprise data platform. Support Snowflake data warehouse deployment.

Mergers & Acquisitions Data Integration

• Lead data workstreams for M&A transactions end-to-end: perform data due diligence on target companies, assess data quality risks, and build integration playbooks for onboarding acquired-company data into Axon’s enterprise platform.

• Design and execute data mapping, cleansing, and migration plans for post-acquisition integration—ensuring acquired entities are reporting on clean, consolidated data within defined timelines.

• For interim stage prior to M&A integration, build, own, and operate extract-transform-load (ETL) and extract-load-transform (ELT) pipelines that remediate data quality issues at the source—before data reaches downstream AI models, reporting, or analytics. Leverage AI-assisted development tools (copilots, code generation, large language models) to accelerate pipeline development and iteration.

• Build repeatable M&A controllership data integration frameworks—using AI to automate data profiling, matching, and anomaly detection—that scale as Axon’s acquisition pace accelerates.

Financial Controls, SOX & Audit Readiness

• Co-design data pipelines and analytics with auditability built in—traceable lineage, complete audit trails, and evidence that holds up under external audit.

• Build or collaborate with process owners to build close-support tools (GL-to-sub-ledger, intercompany, journal entries) that reduce manual effort and strengthen control evidence.

Enabling AI Builders & Process Owners

• Serve as the data enablement partner to Axon’s Controllership AI team and Controllership process owners—ensuring they have access to clean, well-structured, governed datasets for machine learning (ML), automation, and large language model (LLM) initiatives.

• Collaborate with AI builders to define data requirements, validate input data quality, and create feedback loops that continuously improve data upstream of AI/ML workflows.

• Create self-service analytics capabilities that enable FP&A, Tax, Treasury, and Controllership teams to access trustworthy data without bottlenecks.

Partnership & Cross-Functional Leadership

• Serve as a trusted partner to the CIO, shaping technology roadmaps, enterprise architecture, and system integration decisions. Act as a strong ally to Controllership and Finance Operations.

• Engage stakeholders across FP&A, Tax, Treasury, Engineering, Product, Revenue Operations, and Legal to manage cross-functional data projects end-to-end. Influence without authority across global, distributed teams.

What You Bring

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Finance, or a related field with 8+ years in data science, data engineering, or analytics.

• Hands-on builder: strong, current proficiency with Structured Query Language (SQL) and Python—you write code, build pipelines, and ship tools, not just direct others. Comfortable using AI-assisted development tools to multiply your output.

• Deep experience with upstream data quality remediation, master data management, and data governance operationalization in a finance or accounting environment.

• Demonstrated M&A data integration experience: due diligence, data mapping, migration, and post-acquisition consolidation.

• Ability to build senior-level relationships, lead cross-functional projects end-to-end, and influence without direct authority across global teams.

• Working knowledge of US GAAP accounting processes (R2R, O2C, P2P, revenue recognition) or FP&A processes (budgeting, forecasting, variance analysis)—you understand the business logic, not just the data.

• Practical familiarity with SOX compliance and IT General Controls (ITGCs) sufficient to design audit-ready data pipelines, maintain traceable audit trails, and support internal audit teams and external auditors with data extracts, population listings, and control evidence—without needing to own the SOX program or control design.

Preferred Qualifications:

• Snowflake or comparable cloud data warehouse experience. Business intelligence (BI) platforms such as Sigma.

• High-growth, publicly traded technology company or digital transformation environment.

• Experience enabling AI/ML teams with clean data pipelines. Demonstrated use of AI code-generation in day-to-day development. Supervisory experience leading data teams.

• M&A integration at a company with an active acquisition strategy. Public safety, defense, or regulated industry background.

• Experience with audit management or financial close platforms/ERP and their data integration requirements; familiarity with how these tools consume and produce audit evidence.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

Your Impact

Axon Enterprise (Nasdaq: AXON) is seeking a Data Science Principal within the Office of the Chief Accounting Officer (CAO). This is a hands-on enabler role for a technically exceptional professional with deep finance and accounting domain expertise. Your primary mission is to ensure that Axon’s AI builders, process owners, decision-makers, and auditors can operate with clean, trusted, well-governed, and audit-ready data. You will spend roughly half your time building data analytics tools and pipelines—leveraging AI as a development accelerator—to support complex, large-scale projects including mergers and acquisitions (M&A) integration, enterprise resource planning (ERP) system deployments, upstream data remediation, and SOX compliance initiatives.

The other half is strategic: partnering across Controllership, Finance Operations, Financial Planning and Analysis (FP&A), Internal Audit, and Technology to establish the data foundation that makes AI, automation, and audit readiness possible. You will use AI-assisted development tools (code generation, copilots, large language models) as part of your everyday build process.

What You’ll Do

Hands-On Building & Upstream Data Cleanliness (~50%)

• Design and develop data analytics tools, automated validation frameworks, and dashboards that give Finance Operations and Controllership real-time visibility into data health across enterprise systems. Use AI to rapidly prototype, test, and deploy these solutions.

• Drive upstream data hygiene cross-functionally: partner with source-system owners in Revenue Operations, Procurement, Human Resources, and Engineering to fix data issues where they originate, not after they propagate.

• Own data dictionaries, lineage documentation, and quality scorecards for critical controllership data assets. Establish and enforce master data management (MDM) standards.

• Partner with the Chief Information Officer (CIO) and Information Technology (IT) on integration strategy, ensuring seamless data flows between ERP, sub-ledgers, and the enterprise data platform. Support Snowflake data warehouse deployment.

Mergers & Acquisitions Data Integration

• Lead data workstreams for M&A transactions end-to-end: perform data due diligence on target companies, assess data quality risks, and build integration playbooks for onboarding acquired-company data into Axon’s enterprise platform.

• Design and execute data mapping, cleansing, and migration plans for post-acquisition integration—ensuring acquired entities are reporting on clean, consolidated data within defined timelines.

• For interim stage prior to M&A integration, build, own, and operate extract-transform-load (ETL) and extract-load-transform (ELT) pipelines that remediate data quality issues at the source—before data reaches downstream AI models, reporting, or analytics. Leverage AI-assisted development tools (copilots, code generation, large language models) to accelerate pipeline development and iteration.

• Build repeatable M&A controllership data integration frameworks—using AI to automate data profiling, matching, and anomaly detection—that scale as Axon’s acquisition pace accelerates.

Financial Controls, SOX & Audit Readiness

• Co-design data pipelines and analytics with auditability built in—traceable lineage, complete audit trails, and evidence that holds up under external audit.

• Build or collaborate with process owners to build close-support tools (GL-to-sub-ledger, intercompany, journal entries) that reduce manual effort and strengthen control evidence.

Enabling AI Builders & Process Owners

• Serve as the data enablement partner to Axon’s Controllership AI team and Controllership process owners—ensuring they have access to clean, well-structured, governed datasets for machine learning (ML), automation, and large language model (LLM) initiatives.

• Collaborate with AI builders to define data requirements, validate input data quality, and create feedback loops that continuously improve data upstream of AI/ML workflows.

• Create self-service analytics capabilities that enable FP&A, Tax, Treasury, and Controllership teams to access trustworthy data without bottlenecks.

Partnership & Cross-Functional Leadership

• Serve as a trusted partner to the CIO, shaping technology roadmaps, enterprise architecture, and system integration decisions. Act as a strong ally to Controllership and Finance Operations.

• Engage stakeholders across FP&A, Tax, Treasury, Engineering, Product, Revenue Operations, and Legal to manage cross-functional data projects end-to-end. Influence without authority across global, distributed teams.

What You Bring

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Finance, or a related field with 8+ years in data science, data engineering, or analytics.

• Hands-on builder: strong, current proficiency with Structured Query Language (SQL) and Python—you write code, build pipelines, and ship tools, not just direct others. Comfortable using AI-assisted development tools to multiply your output.

• Deep experience with upstream data quality remediation, master data management, and data governance operationalization in a finance or accounting environment.

• Demonstrated M&A data integration experience: due diligence, data mapping, migration, and post-acquisition consolidation.

• Ability to build senior-level relationships, lead cross-functional projects end-to-end, and influence without direct authority across global teams.

• Working knowledge of US GAAP accounting processes (R2R, O2C, P2P, revenue recognition) or FP&A processes (budgeting, forecasting, variance analysis)—you understand the business logic, not just the data.

• Practical familiarity with SOX compliance and IT General Controls (ITGCs) sufficient to design audit-ready data pipelines, maintain traceable audit trails, and support internal audit teams and external auditors with data extracts, population listings, and control evidence—without needing to own the SOX program or control design.

Preferred Qualifications:

• Snowflake or comparable cloud data warehouse experience. Business intelligence (BI) platforms such as Sigma.

• High-growth, publicly traded technology company or digital transformation environment.

• Experience enabling AI/ML teams with clean data pipelines. Demonstrated use of AI code-generation in day-to-day development. Supervisory experience leading data teams.

• M&A integration at a company with an active acquisition strategy. Public safety, defense, or regulated industry background.

• Experience with audit management or financial close platforms/ERP and their data integration requirements; familiarity with how these tools consume and produce audit evidence.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

Your Impact

Axon Enterprise (Nasdaq: AXON) is seeking a Data Science Principal within the Office of the Chief Accounting Officer (CAO). This is a hands-on enabler role for a technically exceptional professional with deep finance and accounting domain expertise. Your primary mission is to ensure that Axon’s AI builders, process owners, decision-makers, and auditors can operate with clean, trusted, well-governed, and audit-ready data. You will spend roughly half your time building data analytics tools and pipelines—leveraging AI as a development accelerator—to support complex, large-scale projects including mergers and acquisitions (M&A) integration, enterprise resource planning (ERP) system deployments, upstream data remediation, and SOX compliance initiatives.

The other half is strategic: partnering across Controllership, Finance Operations, Financial Planning and Analysis (FP&A), Internal Audit, and Technology to establish the data foundation that makes AI, automation, and audit readiness possible. You will use AI-assisted development tools (code generation, copilots, large language models) as part of your everyday build process.

What You’ll Do

Hands-On Building & Upstream Data Cleanliness (~50%)

• Design and develop data analytics tools, automated validation frameworks, and dashboards that give Finance Operations and Controllership real-time visibility into data health across enterprise systems. Use AI to rapidly prototype, test, and deploy these solutions.

• Drive upstream data hygiene cross-functionally: partner with source-system owners in Revenue Operations, Procurement, Human Resources, and Engineering to fix data issues where they originate, not after they propagate.

• Own data dictionaries, lineage documentation, and quality scorecards for critical controllership data assets. Establish and enforce master data management (MDM) standards.

• Partner with the Chief Information Officer (CIO) and Information Technology (IT) on integration strategy, ensuring seamless data flows between ERP, sub-ledgers, and the enterprise data platform. Support Snowflake data warehouse deployment.

Mergers & Acquisitions Data Integration

• Lead data workstreams for M&A transactions end-to-end: perform data due diligence on target companies, assess data quality risks, and build integration playbooks for onboarding acquired-company data into Axon’s enterprise platform.

• Design and execute data mapping, cleansing, and migration plans for post-acquisition integration—ensuring acquired entities are reporting on clean, consolidated data within defined timelines.

• For interim stage prior to M&A integration, build, own, and operate extract-transform-load (ETL) and extract-load-transform (ELT) pipelines that remediate data quality issues at the source—before data reaches downstream AI models, reporting, or analytics. Leverage AI-assisted development tools (copilots, code generation, large language models) to accelerate pipeline development and iteration.

• Build repeatable M&A controllership data integration frameworks—using AI to automate data profiling, matching, and anomaly detection—that scale as Axon’s acquisition pace accelerates.

Financial Controls, SOX & Audit Readiness

• Co-design data pipelines and analytics with auditability built in—traceable lineage, complete audit trails, and evidence that holds up under external audit.

• Build or collaborate with process owners to build close-support tools (GL-to-sub-ledger, intercompany, journal entries) that reduce manual effort and strengthen control evidence.

Enabling AI Builders & Process Owners

• Serve as the data enablement partner to Axon’s Controllership AI team and Controllership process owners—ensuring they have access to clean, well-structured, governed datasets for machine learning (ML), automation, and large language model (LLM) initiatives.

• Collaborate with AI builders to define data requirements, validate input data quality, and create feedback loops that continuously improve data upstream of AI/ML workflows.

• Create self-service analytics capabilities that enable FP&A, Tax, Treasury, and Controllership teams to access trustworthy data without bottlenecks.

Partnership & Cross-Functional Leadership

• Serve as a trusted partner to the CIO, shaping technology roadmaps, enterprise architecture, and system integration decisions. Act as a strong ally to Controllership and Finance Operations.

• Engage stakeholders across FP&A, Tax, Treasury, Engineering, Product, Revenue Operations, and Legal to manage cross-functional data projects end-to-end. Influence without authority across global, distributed teams.

What You Bring

• Bachelor’s degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Finance, or a related field with 8+ years in data science, data engineering, or analytics.

• Hands-on builder: strong, current proficiency with Structured Query Language (SQL) and Python—you write code, build pipelines, and ship tools, not just direct others. Comfortable using AI-assisted development tools to multiply your output.

• Deep experience with upstream data quality remediation, master data management, and data governance operationalization in a finance or accounting environment.

• Demonstrated M&A data integration experience: due diligence, data mapping, migration, and post-acquisition consolidation.

• Ability to build senior-level relationships, lead cross-functional projects end-to-end, and influence without direct authority across global teams.

• Working knowledge of US GAAP accounting processes (R2R, O2C, P2P, revenue recognition) or FP&A processes (budgeting, forecasting, variance analysis)—you understand the business logic, not just the data.

• Practical familiarity with SOX compliance and IT General Controls (ITGCs) sufficient to design audit-ready data pipelines, maintain traceable audit trails, and support internal audit teams and external auditors with data extracts, population listings, and control evidence—without needing to own the SOX program or control design.

Preferred Qualifications:

• Snowflake or comparable cloud data warehouse experience. Business intelligence (BI) platforms such as Sigma.

• High-growth, publicly traded technology company or digital transformation environment.

• Experience enabling AI/ML teams with clean data pipelines. Demonstrated use of AI code-generation in day-to-day development. Supervisory experience leading data teams.

• M&A integration at a company with an active acquisition strategy. Public safety, defense, or regulated industry background.

• Experience with audit management or financial close platforms/ERP and their data integration requirements; familiarity with how these tools consume and produce audit evidence.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• Employee Resource Groups (ERGs)
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

Position Summary

Focus is seeking a well-rounded corporate attorney to join our in-house Legal team as Assistant Vice President, Senior Associate Counsel – Corporate. Reporting to Focus’ Deputy General Counsel/Head of Legal – Corporate, this role will help drive execution and deliver polished work product across the corporate legal function, including corporate governance and board processes, equity matters, corporate treasury/financing and securities-related work, and other corporate initiatives as needed. The work is high-impact and requires strong judgment, responsiveness, and precision. The ideal candidate combines strong drafting and organizational skills with proactive issue-spotting, attention to detail, and the ability to manage shifting priorities without sacrificing quality.

This role can be located in New York, NY; St. Louis, MO; Boston, MA.

Primary Responsibilities

Corporate Governance & Board / Committee Support

• Draft and maintain corporate governance records (e.g., consents, minutes, resolutions) and related corporate books/files.
• Prepare and quality-check Board and Committee materials, including PowerPoint presentations and supporting documentation.
• Maintain and update key organizational and governance documents, including amendments to organizational documents, director and officer appointments and related approvals.
• Coordinate governance cadence and logistics, including tracking when approvals are needed, managing timelines and action items, and administering the board portal (experience with Boardvantage a plus).

Equity Plan Administration & Equity Documentation

• Manage equity matters, including equity transfers, co-investment agreements and coordinate preparation of related approvals.
• Partner with Human Resources and Finance teams to execute and administer equity-related actions accurately and timely, including through applicable equity administration platforms.
• Maintain and update equity plan documentation, templates, and supporting materials; assist with periodic updates and communications.

Financing & Securities Matters

• Coordinate financing and securities-related matters and transactions, including internal coordination and preparation of approvals and deliverables.
• Manage the legal workstream for financing and securities-related matters by coordinating internal inputs, tracking deliverables, and reviewing drafts prepared by outside counsel (including synthesizing comments and coordinating responses).
• Maintain recurring monthly charts/trackers and other supporting materials required under debt documents, and help coordinate ongoing compliance and reporting deliverables.

Intellectual Property Portfolio & Communications Support

• Help manage Focus’ overall intellectual property and brand portfolio, including maintaining records and supporting related processes.
• Review select corporate communications and brand-related materials in partnership with internal stakeholders, as needed.

Qualifications

• J.D. from an accredited law school.
• Admitted and in good standing in all jurisdictions of admission.
• 3+ years of relevant experience at a major law firm (corporate/M&A, finance, or similar) and/or in-house supporting corporate legal matters.
• Demonstrated strength in corporate drafting and issue-spotting, with the ability to translate complex concepts into clear, practical written work product.
• Experience supporting corporate governance, including drafting/reviewing minutes, consents, and resolutions and preparing board/committee materials, strongly preferred.
• High proficiency in PowerPoint and strong writing skills, including the ability to produce polished, board-audience materials.
• Comfort using Boardvantage (or similar board portal software) and Carta (or similar equity administration platforms) is a plus.
• Experience with financing and/or securities matters is a plus.
• Familiarity with intellectual property/brand portfolio support and/or review of corporate communications is a plus.
• Proactive, hard-working, and able to manage competing priorities, take ownership of matters (with appropriate supervision), and drive action items to completion in a fast-paced environment.
• Highly organized with exceptional attention to detail and sound judgment, including the ability to maintain confidentiality and collaborate effectively with stakeholders across the business.

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$185,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Hi, we're Oscar. We're hiring a Manager to join our Treasury organization.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Treasury Manager is an individual contributor responsible for managing Oscar Health's important treasury operations and daily liquidity. You will provide critical daily execution of cash management activities, optimizes cash usage across subsidiaries, and guides operational efficiencies in banking and treasury systems.

The Manager will be a critical partner to the Treasury organization, driving the execution of cash management strategies in a capital-intensive insurance environment. You have a deep, operational understanding of Treasury practices.

You will report into the Senior Director, Assistant Treasurer.

Work Location: This is a remote position, open to candidates who reside in: Boston, MA. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $108,000 - $141,750 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Liquidity Management & Optimization: Recommend and monitor minimum cash balances required at subsidiaries, based on forecasts from the Capital Planning team, to ensure safety and liquidity while optimizing excess cash for investment. Guide the efficient use of cash across the Parent and Subsidiaries.
• Cash Flow Reporting & Forecasting: Responsible for updating actual cash flows for each subsidiary and synchronizing with the Capital Planning team to ensure forecasted outflows are current. Updated cash forecasts and variances to the broader finance team.
• Reconciliation and Performance Analysis: Reconcile actual cash balances reported from Accounting with Treasury forecasts to true-up balances. Describe actual versus forecast variances, and update Net Investment Income (NII) actuals related to cash and short-term holdings.
• Operational Oversight & Execution: Build all critical treasury operations and daily banking activities. This includes ensuring accurate daily funds settlement, bank account maintenance, processing signatory updates, and the administration of bank portal systems (e.g., CashPro, JPM Access, WF Vantage).
• Risk & Fee Analysis: Measure banking service fees paid to financial institutions. Analyze counterparty risk exposures related to cash and bank balances.
• Operational Efficiency & Projects: Assist with project management, process improvement programs (e.g., RFPs, accounts/services rationalization), and implementing technology to enhance cash management and reporting functions.
• Audit and Compliance Support: Provide comprehensive operational support for all internal and external audits, SOX compliance controls, and state regulatory examinations, ensuring all processes are documented.
• Banking Relations: Serve as an important operational interface with external banking partners to resolve daily issues, manage service levels, and support routine operational tasks.
• Record Management and Governance: Responsible for managing all official records and documentation for Treasury Operations (e.g., debt indentures, banking agreements, fee invoices) within the shared file structure. Manage the Treasury Calendar of Events to track critical due dates for reports, payments, compliance filings, and renewals.

Requirements:

• Experience: 5+ years of progressive, hands-on experience in Corporate Treasury, Cash Management, or Treasury Operations within the financial services or insurance industry.
• Functional Expertise: 3+ years directly managing corporate liquidity, daily cash positioning, and detailed cash flow reporting/forecasting processes.
• Operational Systems: Operational experience using major online bank portals (e.g., CashPro, JPM Access, WF Vantage) and managing daily fund movements and settlements.
• Communication & Theory: Strong communication and presentation skills with the ability to articulate financial concepts. Must understand core Treasury Operations and cash management principle
• Education: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.

Bonus points:

• Prior experience in Treasury Operations within an insurance or healthcare company.
• MBA and/or CTP certification is preferred. 
• Experience with ERP systems (e.g., Workday) and investment accounting/reporting systems (e.g., Clearwater) for data extraction and analysis; proficiency with Google Suite (Sheets, Docs, Drive) for collaboration and record management is a plus.

FoundryCo, Inc. is seeking a Senior Accounting Manager/Director to lead our North America controllership function. This is a senior leadership role with full ownership of the financial cycle across the Americas, from close and consolidation through reporting, controls, and compliance.

The ideal candidate is technically strong, operationally grounded, and a hands-on leader who can bring structure, drive discipline, and scale processes in a fast-moving environment.

Key Responsibilities

• Own all Americas controllership activities, including financial reporting, general ledger, accounts payable, payroll, treasury, and cash management
• Lead the monthly, quarterly, and annual close processes, including global consolidation
• Prepare and review consolidated financial statements and management reporting packages
• Partner with FP&A to support variance analysis and performance insights
• Ensure compliance with U.S. GAAP and applicable regulatory requirements
• Develop and maintain accounting policies, procedures, and internal controls
• Provide guidance on technical accounting matters and complex transactions
• Lead external audits end-to-end, ensuring audit readiness and minimal disruption
• Maintain high-quality documentation and continuously strengthen internal controls
• Drive ERP and accounting system initiatives (e.g., D365), including process design and adoption
• Identify and implement opportunities to improve close timelines, automation, and scalability
• Build, mentor, and develop the North America accounting team
• Foster a culture of accountability, ownership, and continuous improvement
• Partner cross-functionally with finance, legal, and operations to drive alignment and execution
• Support or lead ad hoc accounting and finance initiatives

Qualifications

• Bachelor’s degree in Accounting or Finance; CPA preferred (MBA a plus)
• 8–12+ years of progressive accounting experience, including a mix of public accounting and industry
• Strong technical expertise in U.S. GAAP and financial reporting
• Experience managing multi-entity or global close processes, including multi-currency environments
• Proven ability to drive process improvements and scale accounting operations
• Experience with ERP systems and finance transformation initiatives

Base salary of $175,000-$185,000

HYBRID in San Francisco

At Klaviyo, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.

About the team

Klaviyo went public in 2023 and is scaling fast. This is a rare chance to architect the Finance systems foundation for a company at this inflection point.The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale.

The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure‑to‑pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.

This role reports to the Senior Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

What You'll Do

As the Head of Finance Technology Systems, you will be the accountable technology leader for Klaviyo’s Finance application landscape and core financial workflows. You will define and execute the multi‑year vision for our Finance systems, lead a high‑performing team, and partner with senior Finance and GTS leaders to deliver automation, control, and insight across our procure‑to‑pay, record‑to‑report, and order‑to‑cash processes.

Own the Finance systems vision and roadmap

• Define and maintain the multi‑year strategy and roadmap for Klaviyo’s Finance technology stack (ERP, procure‑to‑pay, revenue and billing, treasury, close and reconciliation tooling), aligned to the CFO’s agenda and the company’s financial plan.
• Translate Finance, Accounting, Tax, and FP&A objectives into clear systems investments and sequencing, balancing foundational platform work with high‑impact automation and analytics use cases.

Lead and develop the Finance Technology team

• Manage and grow a team of application owners, business systems analysts, administrators, and integration specialists who collectively own the Finance systems portfolio and its integrations.
• Set clear expectations around domain ownership, service reliability, partnership with Finance stakeholders, and measurable business outcomes; build strong succession and leadership bench strength within the team.

Drive AI-native transformation across Finance 

• Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the Finance workflow. 
• You'll partner directly with Klaviyo's AI and data platform teams to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it.

Design and optimize core Finance processes and systems

• Partner with Controllership, FP&A, Tax, Treasury, and Procurement leaders to design and continuously refine end‑to‑end Finance workflows across procure‑to‑pay, record‑to‑report, and order‑to‑cash, ensuring systems and processes are tightly aligned.
• Ensure our ERP and Finance applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high‑quality financial data that downstream teams can trust.

Own SOX, controls, and audit readiness for Finance systems

• Own the design, implementation, and operation of IT General Controls (ITGCs) and other key controls across Finance applications, in partnership with Internal Audit, Security, and external auditors.
• Continually simplify and automate controls and evidence collection so audits are reliable and predictable, with fewer deficiencies and lower friction for Finance and GTS teams.

Manage the Finance systems portfolio and vendors

• Own the Finance systems portfolio budget (applications, services, and related programs), including vendor selection, contract evaluation, and ROI analysis for major investments.
• Rationalize overlapping tools, simplify the application landscape, and ensure Finance systems integrate cleanly with G&A, GTM, and data platforms.

Act as a strategic partner and communicator

• Serve as the primary technology partner for the CFO, Controller, and Finance leadership team on systems, data, and process topics; translate business strategy into clear technical decisions and trade‑offs.
• Represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring Finance needs are anticipated and built into wider GTS and company roadmaps.

Who You Are

You've spent your career at the intersection of Finance and technology and you've moved beyond just keeping systems running. You think in roadmaps, outcomes, and partnerships. You know what a well-run Finance technology function looks like, and you know how to build one.

You've led teams through real complexity: ERP transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you. Additionally, you use AI tools to accelerate exploration, shorten iteration cycles, and bring sharper ideas to the table.

Specifically, you likely bring:

• 15+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company
• 4+ years leading teams, including managers, responsible for ERP, procure-to-pay, revenue/billing, and financial close systems
• Deep, practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors
• Fluency in ERP and Finance application architecture (NetSuite/Oracle, Coupa, or similar), integration patterns, and how Finance data flows across a modern tech stack
• A reputation as a trusted partner to Finance leadership; someone who translates complexity into clear decisions and earns credibility with CFOs, Controllers, and auditors alike

You'll especially thrive here if you've:

• Led Finance technology through an IPO, public-company readiness program, or major transformation
• Built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn't
• Come up through Finance or Accounting earlier in your career and still enjoy going deep on the details when it matters

We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

Please see the independent bias audit report covering our use of Covey here

HYBRID in BOSTON  

At Klaviyo, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.

About the team

Klaviyo went public in 2023 and is scaling fast. This is a rare chance to architect the Finance systems foundation for a company at this inflection point.The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale.

The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure‑to‑pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.

This role reports to the Senior Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

What You'll Do

As the Head of Finance Technology Systems, you will be the accountable technology leader for Klaviyo’s Finance application landscape and core financial workflows. You will define and execute the multi‑year vision for our Finance systems, lead a high‑performing team, and partner with senior Finance and GTS leaders to deliver automation, control, and insight across our procure‑to‑pay, record‑to‑report, and order‑to‑cash processes.

Own the Finance systems vision and roadmap

• Define and maintain the multi‑year strategy and roadmap for Klaviyo’s Finance technology stack (ERP, procure‑to‑pay, revenue and billing, treasury, close and reconciliation tooling), aligned to the CFO’s agenda and the company’s financial plan.
• Translate Finance, Accounting, Tax, and FP&A objectives into clear systems investments and sequencing, balancing foundational platform work with high‑impact automation and analytics use cases.

Lead and develop the Finance Technology team

• Manage and grow a team of application owners, business systems analysts, administrators, and integration specialists who collectively own the Finance systems portfolio and its integrations.
• Set clear expectations around domain ownership, service reliability, partnership with Finance stakeholders, and measurable business outcomes; build strong succession and leadership bench strength within the team.

Drive AI-native transformation across Finance 

• Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the Finance workflow. 
• You'll partner directly with Klaviyo's AI and data platform teams to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it.

Design and optimize core Finance processes and systems

• Partner with Controllership, FP&A, Tax, Treasury, and Procurement leaders to design and continuously refine end‑to‑end Finance workflows across procure‑to‑pay, record‑to‑report, and order‑to‑cash, ensuring systems and processes are tightly aligned.
• Ensure our ERP and Finance applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high‑quality financial data that downstream teams can trust.

Own SOX, controls, and audit readiness for Finance systems

• Own the design, implementation, and operation of IT General Controls (ITGCs) and other key controls across Finance applications, in partnership with Internal Audit, Security, and external auditors.
• Continually simplify and automate controls and evidence collection so audits are reliable and predictable, with fewer deficiencies and lower friction for Finance and GTS teams.

Manage the Finance systems portfolio and vendors

• Own the Finance systems portfolio budget (applications, services, and related programs), including vendor selection, contract evaluation, and ROI analysis for major investments.
• Rationalize overlapping tools, simplify the application landscape, and ensure Finance systems integrate cleanly with G&A, GTM, and data platforms.

Act as a strategic partner and communicator

• Serve as the primary technology partner for the CFO, Controller, and Finance leadership team on systems, data, and process topics; translate business strategy into clear technical decisions and trade‑offs.
• Represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring Finance needs are anticipated and built into wider GTS and company roadmaps.

Who You Are

You've spent your career at the intersection of Finance and technology and you've moved beyond just keeping systems running. You think in roadmaps, outcomes, and partnerships. You know what a well-run Finance technology function looks like, and you know how to build one.

You've led teams through real complexity: ERP transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you. Additionally, you use AI tools to accelerate exploration, shorten iteration cycles, and bring sharper ideas to the table.

Specifically, you likely bring:

• 15+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company
• 4+ years leading teams, including managers, responsible for ERP, procure-to-pay, revenue/billing, and financial close systems
• Deep, practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors
• Fluency in ERP and Finance application architecture (NetSuite/Oracle, Coupa, or similar), integration patterns, and how Finance data flows across a modern tech stack
• A reputation as a trusted partner to Finance leadership; someone who translates complexity into clear decisions and earns credibility with CFOs, Controllers, and auditors alike

You'll especially thrive here if you've:

• Led Finance technology through an IPO, public-company readiness program, or major transformation
• Built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn't
• Come up through Finance or Accounting earlier in your career and still enjoy going deep on the details when it matters

We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

Please see the independent bias audit report covering our use of Covey here