Global Accounting and Finance Audit Specialist

PatentVC is a company focused on finance, internal audit, and venture analysis. The Global Accounting and Finance Audit Specialist role safeguards the integrity of financial records while supporting strategic finance and business analysis across the organization.

Responsibilities

• Role Summary: The Global Accounting and Finance Audit Specialist exists to safeguard the integrity of Trademarkia's books and controls. The role serves as an independent check on the firm's accounting - ensuring records are accurate, complete, reconciled, and audit-ready - while supporting the financial planning and analysis that leadership relies on across Trademarkia, PatentVC, and affiliated businesses
• Internal Audit & 2025/2026 Tax Reconciliation: Restructure QuickBooks so all 2025 transactions are complete, reconciled, and correctly categorized, leaving the books ready for the 2025 tax return filing and outside CPA review
• Controls, Anomaly Escalation & Method Integrity: Maintain a documented internal-control framework with clear segregation of duties; flag any transaction lacking authorization, a supporting invoice, or required partner approval; investigate and escalate anomalies - unusual vendor payments, out-of-policy or rewards-points purchases, credit-card overpayments, and asset purchases - through a direct path that bypasses anyone potentially implicated; and maintain accrual-basis accounting, with no method change without written partner approval
• Reconciliation & AP Discipline: Record all vendor and foreign-associate (FA) invoices on receipt rather than on payment, close accounts payable each month-end with no open prior periods, and reconcile every bank, credit-card, IOLTA, Wise/TransferWise, Stripe, and line-of-credit account to statement monthly
• Banking, Treasury & Trust Accounting: Support banking relationships, account management, treasury activities, and financial-process improvements, and oversee IOLTA and client trust-accounting workflows for accuracy, compliance, and strong controls
• R&D Tax Credit Support: Assist the internal team and the outside CPA in preparing and substantiating R&D tax credit claims
• Analysis, Reporting & Planning: Support budgeting, forecasting, and cash management; monitor cash flow, receivables, vendor payments, and key metrics; analyze profitability, customer-acquisition economics, pricing, and efficiency across service lines; and build and maintain financial models, forecasts, dashboards, and KPI reports for leadership
• Global Operations & Travel: Travel domestically and internationally as needed to support operational optimization, business integration, training, vendor relationships, and strategic projects across the organization's global operations
• What Success Requires: Exceptional attention to detail, analytical rigor, sound judgment, high integrity, and the willingness to raise concerns independently in a fast-moving environment

Skills

• Bachelor's degree in Finance, Accounting, Economics, Business, Data Science, Engineering, Mathematics, Statistics, or a related analytical field
• Strong academic record with a cumulative GPA of 3.5 or higher preferred. Candidates with exceptional professional, entrepreneurial, military, athletic, or leadership accomplishments may be considered notwithstanding GPA
• Demonstrated understanding of financial statements, budgeting, forecasting, cash flow management, and basic financial analysis
• Strong proficiency in Google Sheets or Microsoft Excel, including the ability to build financial models, perform data analysis, create dashboards, and manipulate large datasets
• Exceptional problem-solving abilities with the capacity to analyze complex operational, financial, and business issues and develop practical recommendations
• Proven ability to manage detailed financial and operational processes with a high degree of accuracy and organization
• Strong interest in leveraging artificial intelligence, automation, and technology to improve business processes, reporting, and decision-making
• Expert-level proficiency in QuickBooks (including chart-of-accounts structure, journal entries, accrual-basis accounting, month-end close, and reconciliation), with demonstrated ability to configure and manage automated bank and credit-card feeds between Chase and other accounts and QuickBooks
• Ability to work comfortably with data, identify trends, evaluate performance metrics, and support data-driven business decisions
• Excellent written and verbal communication skills, including the ability to present findings and recommendations clearly to both technical and non-technical audiences
• Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven environment
• Authorized to work in the United States and able to work in person approximately 3 to 4 days per week in the Mountain View or Menlo Park, California area
• Strong academic record with a cumulative GPA of 3.5 or higher preferred
• Experience with related tools (e.g., bill-pay/AP platforms, expense and treasury systems, Wise/TransferWise, Stripe, and reporting/dashboard tools) that integrate with QuickBooks is strongly preferred

Benefits

• Team members are expected to work in-office approximately 3 to 4 days per week, with 1 flexible/work-from-home day depending on operational needs and performance.

Company Overview