Technical Accounting and Reporting Manager

Harvey Harvey · AI Frontier · Dallas, TX · Finance

This role is for a Technical Accounting and Reporting Manager in the Finance team at Harvey, an AI company. The responsibilities include researching and documenting accounting treatments for complex transactions, ensuring compliance with U.S. GAAP, and preparing financial reports. The role requires a CPA, at least six years of experience in technical accounting or financial reporting, and strong knowledge of U.S. GAAP and SEC reporting requirements. The company is described as scaling fast and defining a new category.

What you'd actually do

  1. Lead the research, analysis, and documentation of the appropriate accounting treatment for complex transactions, including but not limited to revenue recognition, partnerships (revenue, cost of revenue and hybrid), stock-based compensation, business combinations, leases, debt and equity instruments, and other areas as they arise.
  2. Prepare technical accounting memos that clearly articulate the relevant facts, applicable guidance under ASC standards, conclusions reached, and any judgments or estimates involved.
  3. Monitor new and proposed accounting standards issued by the FASB and SEC, assess their impact on the company, and lead adoption efforts as necessary.
  4. Oversee the preparation and review of the company's financial statements and related disclosures in accordance with U.S. GAAP.
  5. Lead the preparation of quarterly and annual reporting packages for internal stakeholders, investors, and the board of directors.

Skills

Required

  • Bachelor's degree in Accounting, Finance, or a related field
  • CPA designation
  • Minimum of six years of progressive experience in technical accounting, financial reporting, or audit
  • Strong working knowledge of U.S. GAAP, particularly ASC 606, ASC 718, ASC 842, ASC 805, and ASC 350
  • Excellent written and verbal communication skills
  • High attention to detail, strong analytical skills
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proven ability to communicate complex accounting issues and recommendations to senior executives and board members
  • Experience with SEC reporting requirements and familiarity with S-1, 10-K, and 10-Q filings
  • Familiarity with ERP systems (e.g., NetSuite) and financial reporting tools (e.g., Workiva)
  • Track record of building and scaling accounting teams and processes in a rapidly growing organization

Nice to have

  • Big Four experience strongly preferred

What the JD emphasized

  • CPA designation
  • Big Four experience strongly preferred
  • Strong working knowledge of U.S. GAAP, particularly ASC 606, ASC 718, ASC 842, ASC 805, and ASC 350
  • Experience with SEC reporting requirements and familiarity with S-1, 10-K, and 10-Q filings
  • Track record of building and scaling accounting teams and processes in a rapidly growing organization