Director of Accounting & Finance

Posted 21 Days Ago
Hiring Remotely in US
Remote
Senior level
Information Technology • Legal Tech • Software
The Role
The Director of Accounting & Finance will oversee all accounting operations, financial reporting, regulatory compliance, audit coordination, tax planning, cash flow management, and budgeting at Pattern Data. This role requires improving accounting processes and team development while ensuring compliance with accounting standards.
Summary Generated by Built In

Who We Are

The Pattern Data platform was created for the rapid analysis of thousands of medical records. Fueled by AI, our platform efficiently reviews and categorizes documents at a speed 10 times faster, significantly reducing validation time by highlighting pertinent information crucial for litigation in medical analysis and personal injury cases. Our platform has been successfully implemented in major national settlements to process, adjudicate, and value claims.

At Pattern, our team is built on a foundation of collaborative ownership, visionary problem-solving, customer-centric solutions, and authenticity. We’re looking for a Director of Accounting & Finance to join our growing team.

What You’ll Do:

The Director of Accounting & Finance will be responsible for standing up and overseeing the accounting function at Pattern Data. This role is designed for an ambitious professional looking to develop their career, with the potential to transition into a more senior accounting and financial leadership role as the company scales.

  • Accounting Operations: Establish, oversee, and continuously improve all accounting processes, including but not limited to invoicing, receivables, payables, payroll, and general ledger management
  • Financial Reporting: Drive a timely monthly, quarterly, and year-end close and reconciliation process, ensuring accurate and compliant US GAAP financial statements
  • Regulatory Compliance: Manage and ensure compliance with US GAAP, tax regulations, business registrations, and other financial reporting requirements across the US
  • Internal Controls: Identify and build appropriate internal controls, and continually refine these controls as the business scales
  • Audit Coordination: Oversee audit function, coordinating activities with external auditors and other third-party firms as needed
  • Tax Coordination: Oversee tax planning and compliance, working with external tax advisors as necessary to ensure accurate and timely filing of returns
  • Systems: Explore, propose, and implement new technology platforms and systems as needed to improve efficiency, visibility, and overall quality of accounting records and financial reporting
  • Cash Flow Management: Manage cash flow forecasting, considering numerous variables such as multiple lines of business, different revenue models, industry nuances, and more
  • Budgeting: With support from other strategic and financial resources at Pattern, ultimately own the annual budgeting and planning process. Collaborate across all teams and create alignment on resource and investment allocation with clear plans to achieve revenue and profitability goals
  • Team Development: Identify and propose team structure and team additions within the Accounting and Finance function(s), in order to support the business as it scales         

What You’ll Bring:

  • Bachelor’s degree in Accounting, Finance, or related field. CPA preferred
  • 7+ years of accounting experience, preferably in audit / advisory services at a public accounting firm. Ideally, public accounting experience with a focus on private companies. Leadership experience preferred
  • A strong understanding of US GAAP and its application
  • Proficiency in accounting software (e.g., QuickBooks). Also, comfortable learning new software platforms
  • Self-starter with the ability to operate independently “in the weeds” and collaborate effectively with the broader team
  • Strong attention to detail, advanced analytical skills, and pride in ownership of work
  • Experience working with software businesses and/or a high-growth environment preferred

Ready to meet us?

Please apply directly through our website or Linkedin. We are excited to hear from you!

Top Skills

Quickbooks
The Company
Charlotte, North Carolina
18 Employees
On-site Workplace

What We Do

Pattern Data is an A.I.-powered software platform that accelerates and streamlines the biggest bottleneck of mass tort process: medical record review. Pattern Data uses AI to analyze thousands of pages of medical records, identifies key evidence for validation, and automates the creation of various work products

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