The Role
This role involves financial reporting, accounting operations, and supporting finance processes in a high-growth startup environment, with opportunities for leadership.
Summary Generated by Built In
About the Company:
Netomi is the leading agentic AI platform for enterprise customer experience. We work with the largest global brands like Delta Airlines, MetLife, MGM, United, and others to enable agentic automation at scale across the entire customer journey. Our no-code platform delivers the fastest time to market, lowest total cost of ownership, and simple, scalable management of AI agents for any CX use case. Backed by WndrCo, Y Combinator, and Index Ventures, we help enterprises drive efficiency, lower costs, and deliver higher quality customer experiences.
Want to be part of the AI revolution and transform how the world’s largest global brands do business? Join us!
About the Role:
We’re a lean accounting team looking for a hands-on finance professional who can switch between build and operate modes and has strong startup exposure. You’ll own core accounting operations and enterprise-level reporting, partner closely with the VP, Finance & Operations, and work with our accountant on month-end close as well as own the AP/AR processes. This role is ideal for someone who thrives in ambiguity, can navigate cash-basis to accrual-basis shifts, and has superb attention to detail while moving fast. If you’re eager to learn and grow in finance and operations, read on.
Responsibilities
- Prepare and manage monthly, quarterly, and annual financial reports for internal leadership and external stakeholders (investors, auditors, advisors). Maintain dashboards, variance analyses, and commentary.
- Strong understanding of GAAP standards, prepare and support audit/diligence materials and respond to various investor reporting requests.
- Own financial dashboards, variance analysis, and insights to support business decision-making.
- Work towards building a global headcount reporting structure and headcount reports as the company scales.
- Work closely with the accountant facilitating a timely and accurate month-end close process.
- Own Accounts Payable and Accounts Receivable processes end-to-end: invoicing, collections cadence, vendor setup/payments, policy/compliance hygiene.
- Work closely with internal teams and external vendors to ensure timely closures and accuracy.
- Drive process accuracy and cycle-time reduction; design controls that scale.
- Support FP&A activities such as budgeting, forecasting, and cash flow management. Translate actuals to insights leaders can act on.
- Help streamline and improve finance processes, controls and documentation as the company scales and shifts to accrual-based accounting methodology.
- Partner across People Ops, Legal, Operations, and Leadership to align headcount, spend, and vendor plans with financial goals.
Requirement
- 5+ years of experience in finance/accounting roles, preferably in startup or high-growth environments.
- Proven ability to operate in ambiguity and still deliver accurate, on-time outputs.
- Demonstrated cash-basis and accrual-basis accounting fluency; comfortable with methodology shifts and explaining the “why.”
- Hands-on experience managing AR/AP processes and month-end close experience; strong reconciliations and variance analysis.
- Enterprise-level reporting skills (board/investor quality), impeccable attention to detail, and crisp documentation.
- High ownership, learning mindset, and calm execution under changing priorities.
- Keen desire for professional growth with a transparent and trustworthy approach.
- Advanced Excel/Sheets; working knowledge of modern accounting/finance tools.
- Systems hands-on familiarity: QBO, Ramp, Expensify.
Nice to Have
- SaaS/VC-backed experience; familiarity with revenue drivers and usage/contract nuances.
- Exposure to budgeting, forecasting, cash flow modeling, and KPI frameworks.
- Comfort with today’s finance and accounting stacks and automation tools.
Netomi is an equal opportunity employer committed to diversity in the workplace. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, disability, veteran status, and other protected characteristics.
Top Skills
Accounting Tools
Excel
Financial Modeling
Gaap
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The Company
What We Do
Netomi is an AI-first customer service platform that enables companies to deliver the highest quality customer experiences while significantly reducing cost. Netomi's Relationship Operating System automatically resolves up to 80% of routine customer service inquiries, decreasing resolution time, and increasing customer satisfaction and support quality. The patented, no-code platform works across messaging, chat, email and voice, and understands 100+ languages. Netomi is based in San Francisco and has offices in New York and India.
