Filevine is forging the future of legal work with cloud-based workflow tools. We have a reputation for intuitive, streamlined technology that helps professionals manage their organization and serve their clients better. We’re also known for our team of extraordinary and passionate professionals who love working together to help organizations thrive. Our success has catapulted Filevine to the forefront of our field—we are ranked as one of the most innovative and fastest-growing technology companies in the country by both Deloitte and Inc.
Our Mission
Filevine is building the seamless intersection between legal and business by creating a world- class platform to help professionals scale.
Department
The finance department provides accounting services and financial support to all other functional areas of Filevine. The department processes and records all financial transactions of the company and produces financial reporting for management and external stakeholders. The department analyzes financial metrics to determine the company's financial position and to propose any changes needed to run the organization in a cost-effective manner.
Job Summary
Financial Reporting & Technical Accounting Manager (Pre-IPO Company)
We are seeking an intellectually curious, collaborative, and detail-oriented Financial Reporting and Technical Accounting Manager to join our Accounting team as we prepare for a possible IPO. This highly visible role will oversee external reporting readiness and lead complex U.S. GAAP technical research and policy development.
You’ll work cross-functionally with Legal, FP&A, Product, and Tax while building the reporting processes, documentation, and controls necessary for a successful IPO. This is a strategic and tactical position ideal for someone who thrives in a fast-paced, high-growth environment.
This position will be at our Salt Lake City office (on site).
Reports to: VP of Accounting
What You Will Own
- Technical Accounting & Policy
- Lead technical accounting research and document conclusions through clear, concise memos.
- Evaluate the accounting implications of new products, business combinations, debt/equity issuances, and other non-recurring transactions.
- Serve as a subject matter expert for U.S. GAAP topics including ASC 606, ASC 718, ASC 820, ASC 326, ASC 340, ASC 805, and ASC 810.
- Review contracts and proposed transactions in real-time in collaboration with Legal and business stakeholders to assess accounting impact.
- Assess and implement the impact of new accounting standards and regulatory updates.
- Maintain and update accounting policies and provide training to the broader organization on policy changes and technical topics.
- IPO Readiness & External Reporting
- Prepare financial statements and disclosures in accordance with U.S. GAAP.
- Drive readiness for SEC reporting, including drafting and reviewing S-1 registration statement sections (financial statements, MD&A, footnotes).
- Establish scalable processes and documentation to support SEC filing requirements once public.
- Partner with external auditors and advisors to prepare for the IPO process.
- Build and manage a reporting calendar to align internal and external contributors with key deliverables and deadlines.
- Monitor emerging SEC regulatory changes and disclosure best practices to ensure the company is IPO-ready.
- Internal Controls & Pre-SOX Compliance
- Support implementation and enhancement of internal controls over financial reporting in anticipation of SOX 404 compliance after an IPO.
- Participate in walkthroughs and control design discussions to prepare the company for public-company compliance.
- Provide timely support during annual audits.
- Cross-Functional Collaboration
- Develop strong working relationships across Legal, FP&A, Product, Tax, and business units to enable timely and accurate reporting.
- Serve as a reporting and technical accounting liaison for internal business partners and help bridge accounting guidance with operational execution.
- Process Improvement & Strategic Projects
- Identify and implement process enhancements related to reporting, controls, and data gathering.
- Support strategic projects, including new system implementations, M&A activity, or process automation.
- Promote continuous learning and best practices within the technical accounting and reporting function.
What You Will Need To Accomplish the Job
- Bachelor’s degree in Accounting or Finance; CPA required
- 6+ years of progressive accounting experience, including public accounting (Big 4 preferred) and corporate accounting/reporting
- In-depth knowledge of U.S. GAAP and internal controls; exposure to SEC reporting requirements a plus
- Strong technical accounting expertise with proven experience drafting memos and evaluating complex transactions
- Demonstrated experience preparing and reviewing financial statements and disclosures
- Excellent project management, organization, and communication skills
- Ability to work independently and collaboratively in a deadline-driven environment
What Will Make Us Love You
- Experience in a high-growth, pre-IPO or newly public company
- Familiarity with S-1 preparation and IPO process
- Exposure to financial reporting in the SaaS industry