Join the Rapidly Growing Team at Attivo Partners!
Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!
Why Attivo?
Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.
What We Offer:
- Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
- Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
- Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
- Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.
Our Values:
- Lasting Relationships: We build solid and enduring connections with our clients and team members.
- Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
- Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
- Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
- Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.
Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!
At Attivo, AI isn’t a side project — it’s the strategy. And we’re building a role that puts the right person at the intersection of client service and firm-wide innovation.
We’re a tech-forward finance and accounting consulting firm with a genuine organizational commitment to AI-enabled service delivery. We have a foundation in place — an existing tech stack and a thoughtful approval process that keeps us moving with intention — but we are actively looking for someone who will evaluate what we have, bring new ideas to the table, and make a compelling case for where we go next.
This is a true hybrid role: 50% hands-on senior accounting leadership for a focused portfolio of clients, and 50% leading Attivo’s internal AI and workflow innovation work. Your own client book becomes the live laboratory for the workflows you design — what works for you scales to the rest of the firm.
This isn’t a role where you execute someone else’s vision. It’s a role where you help shape ours. You’ll have direct access to leadership, a seat in the conversation, and the platform to drive meaningful change — with the organizational support behind you to actually make it happen.
At a firm our size, your ideas won’t disappear into a queue. They’ll be heard, evaluated, and when they’re right — built.
If you’re looking for a place where deep accounting expertise and AI fluency are both valued, challenged, and put to work in ways that matter — this is it.
Role Overview
This is a hands-on hybrid role, split 50/50 between leading accounting engagements for a focused portfolio of clients and owning Attivo’s internal AI and workflow innovation work firm-wide. The ideal candidate brings deep accounting expertise alongside a builder’s mindset for AI-enabled service delivery, and has worked at or with early-stage start-ups.
Key Responsibilities
Client Accounting & Professional Services (40%)
- Produce monthly financial statements and budget vs. actual analysis.
- Assist with financial modeling and forecasting for clients.
- Manage Accounts Receivable — including invoicing, collections, and reviewing contracts.
- Manage Accounts Payable — ensuring accurate entry, timely payment, and compliance with company policies.
- Process employee onboarding, payroll, and terminations.
- Manage cash and assist with the creation of departmental budgets and forecasts.
- Support tax compliance and the development of accounting policies and procedures.
- Mentor and train future team members.
AI & Workflow Innovation (60%)
AI Implementation & Project Management:
- Serve as the primary owner for implementing AI tools and workflow automation initiatives across Attivo from strategy through deployment.
- Lead internal stakeholder meetings to assess operational pain points and prioritize AI use cases.
- Develop and manage detailed AI implementation project plans, timelines, and milestone tracking.
- Act as the first line of communication for AI-related questions, troubleshooting, and workflow optimization.
- Ensure clarity of scope, ownership, governance, and measurable outcomes across teams.
Generative AI & Knowledge System Development:
- Design and implement an internal AI-powered chat and knowledge interface.
- Integrate internal documentation, playbooks, SOPs, and prior client deliverables into a searchable AI-enabled system.
- Develop structured prompt libraries and templates for accounting, finance, and client-response workflows.
- Continuously optimize response accuracy, usability, and speed.
AI-Enabled Workflow Design & Automation:
- Identify high-friction accounting and finance processes suitable for AI augmentation.
- Design and deploy AI-enabled workflows (e.g., onboarding support, close assistance, reconciliation review, technical research acceleration).
- Build repeatable automation templates for internal and client-facing use.
- Ensure AI workflows integrate effectively with core systems (ERP, CRM, document management tools).
Data Integrity, Governance & Validation:
- Establish QA frameworks to validate AI-generated outputs and automated workflows.
- Define AI governance standards, usage policies, and guardrails.
- Monitor data security, confidentiality, and compliance considerations.
Client Pilot & Go-To-Market (GTM) Collaboration:
- Use the assigned client accounting portfolio as anchor pilots for AI-enabled workflows in live delivery environments.
- Measure time savings, quality improvements, and operational impact.
- Identify scalable AI-enabled service opportunities for client offerings.
- Partner with leadership and sales teams to assess technical feasibility and implementation scope for potential AI services.
- Provide insights from pilot implementations to inform future packaging, pricing, and positioning.
Documentation & Process Development:
- Review AI platform documentation and training materials to ensure alignment with best practices.
- Document weekly learnings, experimentation results, implementation challenges, and resolution strategies.
- Develop Attivo’s internal AI implementation playbook, including AI opportunity identification frameworks, workflow automation standards, prompt engineering and template libraries, QA and validation protocols, governance and risk guidelines, and troubleshooting documentation.
- Build scalable SOPs and training resources to enable broader team adoption.
Measurement & Continuous Improvement:
- Establish performance metrics for AI initiatives (response time, efficiency gains, error reduction, adoption rates).
- Develop dashboards or reporting mechanisms to track ROI and firm-wide impact.
- Deliver regular updates to leadership on AI experimentation, results, and expansion opportunities.
- Continuously refine workflows based on usage data and stakeholder feedback.
Requirements
- Solid understanding of GAAP; CPA preferred.
- Advanced+ Excel.
- Experience with standard accounting and finance software solutions: QuickBooks Online, Xero, NetSuite, Campfire, Brex, Ramp, Rippling, Gusto, Rillet, Puzzle, etc..
- Strong understanding of accounting and finance operations and modern accounting technology stacks.
- Ability to translate AI capabilities into practical workflow applications.
- Experience leading cross-functional technology or systems implementations.
- High attention to detail with strong validation and quality control capabilities.
- Exceptional organizational and documentation skills with the ability to transform experimentation into scalable process.
- Ability to manage ambiguity in an evolving AI landscape and proactively solve complex operational challenges.
- Comfortable serving as a strategic and technical lead across internal and client-facing initiatives.
- Excellent written and verbal communication, with the ability to explain complex technical concepts clearly.
- Strong analytical and problem-solving abilities.
- Independent judgment and decision-making.
- Ability to manage multiple projects and priorities simultaneously.
- Professional curiosity and creativity.
- Passionate desire to learn and pursue continuous improvement.
Qualifications
- Bachelor’s degree in Accounting or Finance preferred. CPA preferred.
- 7+ years of progressive accounting experience with at least 2 years in a supervisory role.
- 5+ years of experience in accounting, finance operations, consulting, or systems implementation (may overlap with accounting experience).
- Experience working in a fast-paced technology or professional services environment.
- Experience implementing workflow automation or AI-enabled tools preferred. Familiarity with generative AI tools and automation platforms strongly preferred.
- Demonstrated success managing full-cycle technology implementations from discovery through deployment.
- Experience building SOPs, documentation frameworks, and scalable internal processes.
Professional Attributes
- Professional integrity.
- High energy and enthusiasm, with a strong commitment to exceeding client expectations.
- Flexibility and openness to work on a variety of assignments, industries, and roles.
- Ability to learn quickly, make an immediate impact, and provide value-added service.
- Strong ability to connect and build relationships with clients, firm leadership, and peers.
- Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
- Team player with a strong desire to be an active, long-term participant in Attivo’s growth.
- Entrepreneurial spirit and passion for startups, early-stage growth companies, and emerging technology.
Location/Travel
- Fully remote role
- Travel to in-person company events approximately 2-3 weeks per year (All-Staff Retreats & Regional Meetups).
- In-person onboarding training within the first 3 months of employment (locations vary).
Reports To: Head of Technology & Innovation
Salary Range: Salary Based on Experience plus target bonus 10% target bonus
Position Status: Full-time, exempt
Benefits
Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires.
Final Notes
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply.
Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at Recruiting@Attivopartners.com.
