Accounting Director

Wagmo•New York, NY

3d•$170,000 - $200,000•Hybrid

About The Position

Wagmo is hiring an Accounting Director to own financial reporting and lead a fast, accurate, audit-ready accounting function. The role runs the monthly, quarterly, and annual financial close; owns the annual audit and auditor relationship; builds scalable controls; optimizes the general ledger; and introduces AI and automation into accounting processes. The Accounting Director partners with business leaders across Sales, Marketing, Product, Engineering, Operations, and Customer Success, and reports to the VP Finance. This is a hybrid role based in New York City, with three days per week in the office. The position offers the opportunity to build the accounting function and processes as Wagmo grows, including selecting an ERP system, scaling billing and reporting, and deciding which work to bring in-house.

Requirements

At least 8 years of accounting experience with increasing responsibility, including experience leading people.
CPA required.
Deep US GAAP expertise, including revenue recognition, consolidations, and accruals.
Ability to take accounting positions and defend them to auditors.
Hands-on experience selecting AI tools and use cases, measuring their payoff, and managing risks such as data privacy and accuracy.
Experience building scalable controls and documentation and leading audits.
Strong cross-functional partnership and communication skills, including the ability to explain accounting needs to Engineering and Product and build trust with Sales and Client Success.
Builder's mindset, including experience leading an external team and guiding people through significant changes such as a new system or process.

Nice To Haves

Experience in insurance, insurance-adjacent, subscription, or benefits businesses.
Experience with QuickBooks.

Responsibilities

Own and improve the monthly, quarterly, and annual close and consolidated financial reporting, with the goal of reducing close time and post-close adjustments.
Develop and execute a roadmap for using AI and automation in reconciliations, anomaly detection, and control testing, targeting AI use in at least half of accounting processes by the end of the first year.
Clean up and optimize the general ledger in QuickBooks and lead selection of an ERP system for the company's next stage of growth.
Manage the accounting team with clear service levels and documented processes, and determine which activities should be brought in-house as the company grows.
Partner with the Finance Manager to improve cash reporting and strengthen cash controls and processes.
Work with Engineering, Product, Client Success, and Sales to improve billing and revenue data flows for enterprise clients and broker partners, reducing errors, disputes, and manual rework.
Lead the annual audit from start to finish and manage the auditor relationship.
Build a scalable control framework, including key controls, reconciliations, and segregation of duties.
Deliver accurate, timely investor, tax, and external reporting that ties to the books.
Oversee federal and state tax reporting requirements with support from external tax advisors.
Partner with business owners across Sales, Marketing, Product, Engineering, Operations, and Customer Success.