Alloy Automation · 2 months ago
Accounting Subject Matter Expert (CPA)
United States
Full-time
Remote
Mid, Senior Level
5+ years expAlloy Automation is seeking a mid to senior level Accounting Subject Matter Expert to enhance their agent builder and connectivity platform. The ideal candidate will leverage their accounting expertise to shape product direction, engage with customers, and ensure alignment with real-world accounting practices.
Data IntegrationDeveloper ToolsSoftware
Responsibilities
Be Alloy Automation’s on staff accounting expert, owning domain depth across core workflows like close, reconciliation, AP, AR, expense, accruals, and financial reporting
Partner with Product to define accounting focused agent use cases, requirements, and success metrics, ensuring we reflect real world practices and controls
Translate messy, nuanced accounting reality into crisp product direction in conjunction with our product and engineering teams
Join sales and discovery calls as needed to deepen credibility, uncover true customer pain, and help shape high confidence solution paths
Create and maintain a point of view on where accounting is headed with AI and automation, then use that to influence roadmap prioritization
Help craft external facing messaging, demos, and collateral for accounting agents so they resonate with controllers, CFOs, and finance operators
Review agent behavior and deterministic workflows for accuracy, compliance, and accounting quality, including materiality, approvals, and audit trails
Develop internal enablement for Alloy Automation teams including playbooks, objection handling, and domain training so the whole org speaks accounting fluently
Act as a feedback loop between customers and Product, spotting patterns across accounts and pushing for improvements that compound over time
Qualification
Required
Active CPA license is required
5 to 12+ years of progressive accounting experience, ideally a mix of public accounting and industry (controller, assistant controller, or senior manager level)
Deep hands on knowledge of month end and year end close, account reconciliations, journal entry review, and financial statement preparation
Strong understanding of internal controls, audit readiness, materiality, and policy driven accounting decisions
Fluency with modern accounting systems and workflows (for example NetSuite, Sage Intacct, QuickBooks, Xero, Dynamics, or similar)
Proven ability to explain accounting concepts clearly to non accountants and to distill complexity into practical decision making
Strong product instincts and comfort operating in ambiguity. You are able to go from a problem statement to a structured proposal without heavy guidance
Customer facing confidence. You can earn trust quickly, ask sharp questions, and guide conversations toward the real issue
Bias for action and ownership. You do not wait for perfect clarity before contributing, and you follow through to impact
Comfort working cross functionally with Product, Engineering, Sales, and Customer Success in a fast moving environment
Interest in AI, automation, and the future of finance operations. Prior experience with automation or systems projects is a plus
Preferred
Experience designing or implementing accounting process automation, shared services, or finance transformation initiatives
Exposure to high transaction volume businesses or multi entity consolidations
Prior work with AI assisted tools in finance or accounting
Company
Alloy Automation
Alloy is a platform for building and managing SaaS integrations
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$25MKey Investors
Andreessen HorowitzY Combinator
2022-02-22Series A· $20M
2021-02-02Seed· $5M
2020-01-01Seed
Leadership Team
Sara Du
Co-Founder & CEO
Recent News
Soma Capital
2026-01-13
2026-01-10
thesaasnews.com
2026-01-10
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