Quick overview
Job description
- Three one-year rotations: FP&A (reporting to the Head of Finance), Finance Operations, and Record-to-Report (both reporting to the Head of Accounting).
- A readout to Finance leadership at the end of each rotation covering what you owned, what you built, and what the next Finance Engineer inherits.
- Rotation managers give structured feedback at the midpoint and end of each year.
- On completing the third rotation you graduate into a senior role in Finance, Accounting, or another Lumafield team that needs an AI builder with finance judgment.
What you'll do:
- Own the analysis, modeling, and deliverables for your area, and be accountable for their accuracy and timing.
- Write skills and apps building on our data lake and source systems rather than waiting on engineering or exporting to spreadsheets.
- Connect systems and remove workflow bottlenecks: integrations, GL mappings, data flows, and the controls around them.
- Build and orchestrate AI agents and workflows for the team, with documented review points so the output is audit-ready.
- Turn recurring work into documented, reusable workflows that the next Finance Engineer can run and improve.
Rotation 1: FP&A
- Own the operating model and forecast in Abacum, including headcount, revenue, cash, and runway, and the monthly variance analysis against plan.
- Build the board and executive reporting package: ARR, backlog, bookings, deployments, liquidity, and OpEx trends.
- Support capital markets and M&A work: data rooms, diligence requests, scenario modeling, and lender compliance reporting.
- Build the forecasting and reporting agents that keep these packages current without manual rebuilds.
Rotation 2: Finance Operations
- Own collections and accounts receivable performance: aging, DSO, cash application, and customer AP portal resolution.
- Own accounts payable and purchasing in Ramp, including approval workflows, vendor management, and the NetSuite integration.
- Own monthly revenue recognition under ASC 606 and sales tax compliance in Maxio and Avalara.
- Automate collections, billing, coding, and reconciliation workflows with AI tooling and measure the cash impact.
- Own inflows and outflow forecasting of 13 week cash forecast
Rotation 3: Record-to-Report
- Run the month-end close for your areas, including balance sheet reconciliations, flux analysis, and audit-ready workpapers.
- Own inventory, COGS, fixed assets, and manufacturing cost accounting for our scanner production.
- Serve as a primary contact for external auditors on the areas you own and maintain the related process and control documentation.
- Build close agents that draft entries, reconciliations, and flux explanations for human review.
About you:
- Agile: comfortable rotating into a new area every year and adapting as the team, systems, and priorities change.
- Demonstrated Judgment: makes sound calls with incomplete information and knows when to escalate.
- Builder mindset: wires systems together, writes skills and workflow automation, and prototypes rather than waiting for someone else to do it.
- AI fluency: proficient in tools such as Claude and has shipped working workflows or agents with them.
- Clear communicator and writer; documentation and workpapers can be picked up by someone else.
- Attention to detail: numbers tie, workpapers stand up to audit, and errors are caught before they leave the team.
- Continuous improvement mindset: treats every recurring task as a process to shorten, document, or automate.
- High degree of ownership: takes an area end to end, from the first question to the posted entry, and is accountable for its accuracy and timing.
- Bachelor's degree in Accounting, Finance, Economics, Engineering, or a quantitative field; MBA or CPA a plus.
- 2 to 6 years work experience in finance, accounting, FP&A, finance systems, analytics, or a technical role that touched any of these.
Bonus:
- CPA or MBA (a plus, not a requirement).
- Familiarity with SQL
- NetSuite, Ramp, Maxio, Abacum, or Databricks experience.
- Experience in a hardware, manufacturing, or mixed hardware/software business.
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