interface.ai is the industry's-leading specialized AI provider for banks and credit unions, serving over 100 financial institutions. The company's integrated AI platform offers a unified banking experience through voice, chat, and employee-assisting solutions, enhanced by cutting-edge proprietary Generative AI.
Our mission is clear: to transform the banking experience so every consumer enjoys hyper-personalized, secure, and seamless interactions, while improving operational efficiencies and driving revenue growth.
interface.ai offers pre-trained, domain-specific AI solutions that are easy to integrate, scale, and manage, both in-branch and online. Combining this with deep industry expertise, interface.ai is the AI solution for banks and credit unions that want to deliver exceptional experiences and stay at the forefront of AI innovation.
Key Responsibilities
- Lead monthly financial close processes for both U.S. and India entities, producing GAAP-compliant financial statements and consolidating multi-currency results.
- Own the full Order-to-Cash (O2C) cycle, ensuring invoice accuracy, managing AR aging, driving proactive collections, and resolving disputes in collaboration with Customer Success.
- Calculate, reconcile, and maintain compensation models and payout schedules for Sales and Customer Success commissions.
- Build and continuously update cash-flow forecasts and scenario models to provide actionable runway insights to the CEO.
- Prepare detailed investor reporting packages, including ARR bridges, logo churn, and cohort margin analyses; respond to ad-hoc data and reporting requests.
- Ensure compliance with U.S. state, federal, and Indian statutory requirements by coordinating with external tax advisors and auditors.
- Develop and implement accounting policies, internal controls, and the finance tech stack (e.g., NetSuite, QuickBooks, Stripe, CaptivateIQ, SaaS metrics dashboards).
- Collaborate with Revenue Operations and Product to ensure compliant revenue recognition practices in accordance with ASC 606 and support outcome-based pricing models.
- Drive continuous improvement initiatives to optimize finance workflows and prepare the department for scale (e.g., hiring junior accounting or FP&A staff).
Requirements
- CPA or Chartered Accountant credential preferred; Bachelor’s degree in Accounting, Finance, or a related field.
- 8–12 years of progressive experience in SaaS or technology accounting, including at least 2 years of ownership over full general ledger close processes.
- Deep expertise in multi-entity consolidations, revenue recognition (ASC 606), and O2C process optimization.
- Demonstrated success in reducing DSO and partnering cross-functionally with GTM teams to enhance collection performance.
- Advanced spreadsheet modeling skills (Excel or Google Sheets) and working knowledge of tools such as NetSuite, QuickBooks, Stripe, CaptivateIQ, and SaaS metric platforms.
- Strong financial storytelling and business acumen, with the ability to communicate metrics to C-level executives and investors.
- Self-starter mindset with experience operating as a finance department of one while implementing scalable processes and preparing for future team expansion.
- Skill in using prompt engineering and generative AI tools to automate close checklists, conduct variance analyses, generate narrative reports, and build ad-hoc financial models for faster, more accurate reporting.
Compensation
On-Target Earnings are expected to be between $170,000 – $210,000 (Base + Variable/Bonus).
Benefits
- Health: medical, dental, and vision insurance and wellbeing resources and programs
- Time away: Public holidays and discretionary PTO package for flexible days off with manager approval
- Financial: 401K, ESPP, Basic life and AD&D insurance, long-term and short-term disability
- Family: parental leave
- Development: Access to internal professional development resources.
At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.
