Domain Expert - Finance

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

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

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

• Month-end and year-end close processes

• Journal entries, accruals, prepaid expenses, deferrals, and adjustments

• Balance sheet reconciliations and variance analysis

• Trial balance review and financial statement preparation

• Chart of accounts design and maintenance

• Audit support and accounting policy application

• Ownership or oversight of the monthly close

• Review of financial statements and accounting schedules

• Management of accounting policies, procedures, and internal review processes

• Coordination across AP, AR, payroll, tax, audit, and reporting teams

• Evaluation of accounting judgment, materiality, and process quality

• GAAP and IFRS research and application

• Revenue recognition, leases, stock-based compensation, consolidations, business combinations, and complex transactions

• Accounting memo preparation and review

• Disclosure evaluation and policy interpretation

• Support for audit, reporting, or transaction-driven accounting decisions

• Preparation or review of 10-Ks, 10-Qs, 8-Ks, earnings materials, footnotes, MD&A, and supporting schedules

• XBRL tagging and SEC reporting workflows

• Financial statement tie-outs and disclosure controls

• Public-company reporting processes and audit committee support

• Financial statement audits, reviews, or compilations

• Audit planning, risk assessment, testing, sampling, and documentation

• Internal control testing and walkthroughs

• PBC request lists, audit schedules, confirmations, and substantive testing

• Review note resolution and workpaper quality assessment

• SOX controls, operational audits, and compliance testing

• Control design, control testing, and remediation tracking

• Risk assessment and process documentation

• Coordination with finance, IT, legal, compliance, or external auditors

• Federal, state, local, or international tax accounting

• Tax provision, deferred taxes, uncertain tax positions, and tax planning

• Sales tax, payroll tax, VAT, nexus, and multi-jurisdictional filing considerations

• Tax return preparation, review, and research

• Entity structure and transaction tax analysis

• Annual budgets, rolling forecasts, and long-range plans

• Budget vs. actuals analysis and variance commentary

• Revenue, margin, expense, headcount, and cash flow modeling

• Board reporting, KPI dashboards, and scenario analysis

• Partnership with accounting teams on actuals, accruals, and reporting outputs

• Bookkeeping, outsourced accounting, or advisory work for multiple clients

• Monthly close, reconciliations, AP, payroll, and financial reporting

• Client dashboards, cash flow analysis, profitability analysis, and budgeting

• Advisory recommendations based on client financial data

• Experience translating messy client records into reliable financials

• Product costing, inventory valuation, and standard costing

• Labor, materials, overhead, and manufacturing variance analysis

• Department, product, customer, or project profitability analysis

• Support for pricing, margin, supply chain, or operational decisions

• Fund accounting, restricted funds, grants, donor reporting, or public-sector accounting

• Capital calls, distributions, NAV calculations, or investor reporting

• Grant compliance, fund-based reporting, or program expense allocation

• Specialized reporting for nonprofit boards, fund administrators, government agencies, or investors

• Vendor bills, payment approvals, expense coding, and 1099 support

• Invoicing, cash application, collections, aging, and bad debt reserves

• Payroll entries, payroll tax reconciliations, benefits deductions, bonuses, and commissions

• Reconciliation of subledgers to the general ledger

• ERP implementation, configuration, reporting, or troubleshooting

• Close management, reconciliation automation, and workflow design

• Chart of accounts, dimensions, departments, classes, entities, and consolidation structures

• Process improvement across accounting, reporting, AP, AR, payroll, tax, or audit workflows

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

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

• ERP and accounting systems such as NetSuite, SAP, Oracle, Microsoft Dynamics, Sage Intacct, QuickBooks, and Xero

• Close and reconciliation tools such as BlackLine and FloQast

• Reporting and filing tools such as Workiva, ActiveDisclosure, and XBRL tagging platforms

• FP&A and planning tools such as Excel, Google Sheets, Power BI, Tableau, Anaplan, Adaptive Planning, Pigment, and Planful

• Audit, tax, payroll, AP, AR, and finance operations platforms such as CaseWare, CCH, UltraTax, Avalara, Vertex, BILL, Tipalti, Coupa, Ramp, ADP, Gusto, Stripe, Salesforce, Chargebee, and Zuora

• Workpapers, reconciliations, trial balances, audit schedules, financial statements, tax filings, board materials, management reports, and regulatory filings

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

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  Review accounting work for accuracy, completeness, and sound judgment

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  Create or evaluate realistic accounting tasks, scenarios, and workflows

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  Identify errors in journal entries, reconciliations, financial statements, schedules, tax analyses, or accounting explanations

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  Explain accounting decisions, tradeoffs, assumptions, and risks in clear language

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  Help define high-quality outputs for accounting-specific AI agents

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  Contribute examples of real-world accounting workflows, edge cases, and professional judgment calls

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  Collaborate with technical and domain teams to improve AI performance in accounting contexts

• Have meaningful professional experience in one or more accounting subdomains listed above

• Have 3–8+ years of experience in accounting, audit, tax, financial reporting, controllership, FP&A, finance operations, or related roles

• Have worked with real accounting systems, workpapers, reconciliations, financial statements, audits, tax filings, or reporting processes

• Are comfortable reasoning through complex transactions, estimates, controls, compliance requirements, or reporting decisions

• Can explain not only what the correct answer is, but why it is correct

• Can distinguish between theoretical accounting rules and practical accounting execution

• Enjoy flexible, contract-based work

• Are motivated by rigor, accuracy, judgment, and building useful AI systems for professional workflows

Nice to Haves:

• Hold a CPA, CA, ACCA, CMA, CIA, EA, or equivalent credential, preferred but not required

This is a flexible contract opportunity. Projects may vary by accounting subdomain, complexity, time commitment, and required expertise. We are especially interested in building a bench of specialists across corporate accounting, audit, tax, FP&A, controllership, technical accounting, SEC reporting, CAS, accounting systems, AP, AR, payroll, nonprofit, government, fund, and cost accounting.

• Fully remote, contract-based work

• Projects vary in scope, duration, complexity, and time commitment

• Engagements may focus on one accounting subdomain or span multiple areas depending on the project

• Work may include reviewing AI outputs, creating realistic accounting scenarios, evaluating task quality, documenting expert judgment, or advising on domain-specific workflows

• Compensation may be structured hourly, project-based, or as an ongoing retainer depending on the nature of the engagement

• Expert performance, collaboration quality, responsiveness, and activity may be tracked to support future project matching and ongoing opportunities

• High-performing experts may be invited into additional engagements across the expert network