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Head Of Technical Accounting And Reporting

harvey

Híbrido San Francisco
Finance Project Manager Account Manager Product Owner Advertising

Job Score

100 pts
Hybrid model (+80) Finance (+10) Project Manager (+10) Account Manager (+10)

Why Harvey

At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.

This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.

Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.

At Harvey, the future of professional services is being written today — and we’re just getting started.

Role Overview

The Head of Technical Accounting and Reporting will own technical accounting, financial reporting, and internal controls in a dynamic, multi-product SaaS environment. This role is highly cross-functional, partnering closely with the Product, Sales, Legal, Partnerships, Revenue Accounting, Corporate Accounting and StratFin teams to ensure that new products, pricing structures, and commercial arrangements are accounted for accurately and in accordance with U.S. GAAP and, where applicable, IFRS. This is a hands-on leadership role for someone who thrives in a fast-paced, evolving business, can bring structure and scalability to accounting operations, and can help lay the groundwork for future public-company readiness.

What You'll Do

Technical Accounting

  • Serve as the company's subject matter expert on complex accounting matters, researching and documenting positions in accordance with U.S. GAAP and, where applicable, IFRS.

  • Prepare clear, well-reasoned technical accounting memos on significant and non-routine transactions, including business combinations, equity and stock-based compensation, leases, and revenue arrangements.

  • Partner with cross-functional teams, including Product, Sales, Legal, and Partnerships, to assess the accounting implications of new partnerships, products, pricing structures, and other arrangements, and work with the Corporate and Revenue accounting teams to operationalize the accounting, and systematization of the accounting, for new agreements.

  • Monitor, assess, and implement new accounting standards and pronouncements, communicating the impact to senior management and other stakeholders.

  • Partner with external auditors and external technical accounting consultants to support the timely resolution of technical accounting questions and audit inquiries.

  • Evaluate the accounting impact of differences between U.S. GAAP and IFRS relevant to the company’s operations, including any dual-reporting, statutory, or foreign-subsidiary reporting requirements.

  • Own the company’s accounting policies and design and implementation of related controls including leases, stock-based compensation, business combinations, and revenue recognition (standalone selling price methodology, allocation of transaction price across performance obligations, and the timing and pattern of revenue recognition).

  • Assess material complex and non-standard contracts, including custom terms, usage-based pricing, and partner/reseller arrangements, and partner with the Revenue Accounting team to operationalize technical conclusions.

Financial Reporting and Controls

  • Own the preparation and review of internal and external financial statements, including footnote disclosures, ensuring accuracy, completeness, and compliance with U.S. GAAP and, where applicable, IFRS.

  • Design, implement, and maintain a scalable internal control environment, including documentation of key processes and controls, in preparation for future public-company readiness and SOX compliance.

  • Lead technical accounting and reporting workstreams in support of IPO readiness, including preparation of registration statement disclosures, coordination with underwriters and auditors, and remediation of legacy accounting positions.

  • Support the month-end, quarter-end, and year-end close processes, driving improvements in accuracy, efficiency, and timeliness.

  • Develop and maintain accounting policies and procedures, ensuring consistent application across the organization.

  • Prepare reporting and analysis for senior leadership, the board, investors, and lenders as needed.

What You Have

  • Bachelor's degree in Accounting, Finance, or a related field; CPA required.

  • 15+ years of progressive accounting experience, including a combination of public accounting (Big 4 preferred) and industry experience.

  • Deep, current expertise in U.S. GAAP (including ASC 606 revenue recognition), with working knowledge of IFRS.

  • Prior experience in a SaaS, technology, or other high-growth environment strongly preferred.

  • Experience with technical accounting research and the preparation of technical memos on complex, non-routine transactions.

  • Working knowledge of internal controls and SOX, with experience supporting IPO readiness or public-company reporting a strong plus.

  • Strong understanding of technical accounting across areas such as business combinations, equity and stock-based compensation, leases, and revenue recognition.

Key Competencies

  • Excellent analytical and problem-solving skills, with the ability to translate complex technical matters into clear, actionable guidance.

  • Strong written and verbal communication skills, comfortable partnering with both finance and non-finance stakeholders.

  • A hands-on, roll-up-your-sleeves mindset, with the ability to balance technical rigor against the practical needs of a fast-moving business.

  • Proven ability to build scalable processes and controls in an evolving environment.

  • High degree of ownership, integrity, and attention to detail.

Compensation

$224,000 - $336,000 USD

Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices here.

#LI-BL1

Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai

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About Finance

The Finance area in technology companies combines traditional financial knowledge with advanced digital tools. FP&A, controlling, and corporate finance professionals are essential for the organization's financial health.

Key skills include financial modeling, metrics analysis (MRR, ARR, LTV, CAC), ERP (SAP, Oracle), and BI tools. Certifications like CFA and CPA-20 are differentiators.

The financial sector offers stable opportunities with competitive salaries, especially in fintechs and large technology companies.

About Project Manager

The Project Manager is the professional responsible for planning, executing, and controlling projects end-to-end, ensuring they are delivered on time, within budget, and with the expected quality. With the growing complexity of businesses, project management professionals are fundamental to organizational success.

Key skills include planning and scheduling, scope, cost, risk, quality, and resource management, stakeholder communication, cross-functional team leadership, and use of agile and traditional methodologies. Certifications like PMP, PRINCE2, and Six Sigma are important differentiators.

Project Managers in technology companies are highly valued, especially those who master agile methodologies (Scrum, Kanban), tools like Jira and MS Project, and can deliver complex projects efficiently. The field offers opportunities from project analyst to head of PMO, with a focus on execution, governance, and business value.

About Account Manager

The Account Manager is the professional responsible for managing and expanding the relationship with clients after the sale. They act as a strategic partner, ensuring satisfaction, retention, and account growth, connecting client needs with company solutions.

Key skills include relationship management, negotiation, upsell and cross-sell, contract renewal, account planning, business reviews, metrics analysis (NPS, churn, LTV), and CRM knowledge (Salesforce, HubSpot). Communication, empathy, and business vision are fundamental differentiators.

Account Managers in technology and SaaS companies are highly valued, especially those who can increase recurring revenue (MRR/ARR) through account expansion and churn prevention. The field offers opportunities from account executive to director of accounts, with a focus on strategic relationship, revenue growth, and customer success.

About Product Owner

The Product Owner (PO) is the professional responsible for maximizing the value of the product delivered by the development team. They act as the voice of the customer and stakeholders, managing and prioritizing the product backlog, defining clear user stories, and ensuring the team works on the most valuable items for the business.

Key skills include backlog management, user story writing, prioritization (Mascow, RICE), agile methodologies (Scrum, Kanban), and stakeholder communication. Knowledge of tools like Jira, Trello, Azure DevOps, and Miro is essential.

Product Owners are highly sought-after professionals in the technology market, working collaboratively with Scrum Masters, Product Managers, and engineering teams to drive agility and continuous value delivery.

About Advertising

The Advertising area is aimed at the planning, creation, and delivery of communication campaigns to promote brands, products, ideas, or services. Professionals in the sector work in advertising agencies or in-house marketing departments in creative fields (art direction, copywriting), strategic planning, account management, and media buying.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Cloud Solutions

The Cloud Solutions area is responsible for designing, implementing, and managing cloud infrastructure and services (AWS, Azure, GCP) for companies. Cloud professionals architect scalable, secure, and cost-optimized solutions, from data center migrations to serverless and multi-cloud architectures.

Key skills include IaC (Terraform, CloudFormation), containers (Docker, Kubernetes), serverless (Lambda, Cloud Functions), managed databases (RDS, DynamoDB, BigQuery), cloud networking (VPC, CDN, load balancer), and security (IAM, WAF, KMS). Knowledge of FinOps, cloud governance, and AWS/Azure/GCP certifications is a differentiator.

Cloud Solutions professionals in technology companies are highly valued, especially those who master multi-cloud architectures, FinOps, and can optimize costs while maintaining performance and security. The field offers opportunities from cloud engineer to cloud solutions architect, head of cloud, and chief cloud architect.

About Public Relations

The Public Relations (PR) area focuses on managing the reputation, image, and communication of an organization with its various stakeholders (such as clients, investors, employees, media, and the community). PR professionals develop corporate communication strategies, manage media relations (press relations), organize institutional events, and work in image crisis prevention and management.

About People Analyst

The People Analyst is the professional responsible for transforming people data into strategic insights for HR decision-making. They combine data analysis knowledge with people management vision to help organizations understand workforce metrics, turnover, engagement, and diversity.

Key skills include people analytics, workforce analytics, turnover and retention analysis, HR metrics (time-to-hire, cost-per-hire, e-NPS), data visualization (Power BI, Tableau, Visier), workforce planning, and compensation analysis. Knowledge of statistics, SQL, and people analytics tools is a differentiator.

People Analysts in technology companies are highly valued, especially those who can translate complex people data into actionable insights for retention, diversity, and growth strategies. The field offers opportunities from HR analyst to head of people analytics, with a focus on data-driven people management.

About Web3

The Web3 area represents the new phase of the decentralized internet, built on blockchain technology. Web3 professionals create decentralized applications (dApps), interact with smart contracts, manage digital assets (cryptocurrencies and NFTs), and utilize DeFi (Decentralized Finance) protocols, revolutionizing how data, ownership, and finance are managed online.

About Systems Analyst

The Systems Analyst is the professional responsible for analyzing, designing, and implementing technology solutions that meet business needs. They act as a bridge between business areas and the development team, ensuring that systems deliver real value to the organization.

Key skills include requirements gathering and analysis, process modeling (BPMN), data modeling, technical and functional documentation, system integration (APIs, microservices), and knowledge of ERPs and CRMs. Tools like Jira, Confluence, Visio, and project management platforms are essential.

Systems Analysts in technology companies are highly valued, especially those who master agile requirements analysis (user stories, backlog), system integration, and solution architecture. The field offers opportunities from junior analyst to solution architect, with a focus on efficiency, quality, and technological innovation.

Career Guides

Technology Career Guide

Planning, skills, interviews, and professional growth in IT, Data Science, DevOps, and Product.

Read full guide →

Design Career Guide

UX/UI, Graphic Design, Product Design. Portfolio, tools, interviews, and growth in the Design field.

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Marketing Career Guide

SEO, Paid Media, Growth, Content Marketing. Certifications, tools, and strategies to grow in Digital Marketing.

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Finance Career Guide

Financial market, investments, corporate finance, certifications, and strategies to grow in the financial field.

Read full guide →

Communication Career Guide

Journalism, PR, Corporate Communication, Content Marketing, and Multimedia Production.

Read full guide →

Administration Career Guide

Business Management, HR, Logistics, Consulting, Project Management, and Entrepreneurship.

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Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

Read full guide →

Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

Why the Data Era Has Never Been More Profitable

Discover how BI professionals are shaping the corporate future, driving strategic decision-making, and landing the best global remote jobs in the market.

Reading time: 5 minutes | Category: Data / BI

The Data Market Explosion

A decade ago, oil was considered the world's most valuable resource; today, that title indisputably belongs to data. However, raw data without interpretation is just noise. It is exactly at this turning point that the Business Intelligence (BI) market exploded in demand and financial valuation.

Companies of all sizes, from agile startups to global unicorns, have realized they can no longer base their decisions on guesswork. The BI professional has become the architect of financial and operational predictability. According to Gartner, in its annual reports on the Magic Quadrant for Analytics and BI, adopting business intelligence platforms is no longer a competitive advantage, but a matter of corporate survival.

The Required Profile: Way Beyond the Dashboard

The biggest mistake professionals make when trying to transition into Business Intelligence is believing the job comes down to creating pretty visual panels (Dashboards). Today's market, especially international companies paying six-figure salaries, requires a deep analytical mindset combined with solid technical skills.

Tech Recruiters are configuring their ATS systems (like Greenhouse and Ashby) to filter candidates who master the following verticals:

  • Data Modeling and ETL: The ability to Extract, Transform, and Load data from multiple sources into a Data Warehouse or Data Lake.
  • Query Languages: Advanced proficiency in SQL remains the backbone of any data operation.
  • Advanced Visualization: Tools like Microsoft Power BI (with deep knowledge in DAX), Tableau, and Looker are mandatory requirements.
  • Critical Thinking & Business Acumen: As highlighted by the Harvard Business Review, data professionals must translate technical complexity into clear answers for C-Level executives.

Compensation and the Global Job Route (US Remote)

The Business Intelligence market is perfectly adaptable to the Remote Worldwide model. Because the work essentially deals with cloud infrastructure and logical analysis, geographical barriers have been completely eliminated.

"The ability to analyze massive volumes of data and extract actionable insights is the most valued skill in the new digital economy. The global market is literally buying intelligence."

For global professionals, this represents a golden opportunity. North American and European startups are actively seeking Senior BI talent to work remotely, offering compensation in strong currencies (USD and EUR) through B2B contracts. Base salaries that easily surpass the $80,000 to $120,000+ range (six-figure compensation) are a common reality for Mid-level and Senior analysts who have fluent English and a robust analytical portfolio.

How to Stand Out in the Technical Interview

To break through the technical interview barrier for premium BI positions, candidates must prepare a problem-oriented portfolio. Instead of presenting a generic sales dashboard, showcase a documented case study. Show the data source, how the SQL was structured for cleansing, which predictive or statistical models were applied, and, most importantly, what was the financial impact (ROI) of that analysis.