Technical Accounting/SEC Reporting Lead
Job description
About the role
You will lead technical accounting research and prepare detailed memos for complex, non-routine transactions in strict accordance with U.S. GAAP. You will analyze the accounting implications of significant transactions, including revenue recognition, equity, debt, business combinations, leases, and stock-based compensation. You will partner cross-functionally with Legal, Tax, FP&A, and Treasury to assess accounting impacts and provide guidance ahead of execution. You will develop and maintain accounting policies and evaluate new FASB and SEC guidance in preparation for public company readiness. You will support IPO readiness efforts, including drafting technical disclosures and assisting with S-1 and 10-K preparation. You will assist with consolidated financial statement preparation, footnotes, and reporting package reviews to ensure accuracy and SEC compliance. You will support external audits and SOX readiness by preparing documentation, strengthening controls, and improving close and reporting processes. You will contribute to M&A, system implementations, and other strategic initiatives to support company growth.
Key facts
What you'll do
- Drive technical accounting research and draft precise memos for non-routine transactions under U.S. GAAP.
- Analyze the accounting impact of complex transactions in revenue, equity, debt, business combinations, leases, and stock-based compensation.
- Collaborate with Legal, Tax, FP&A, and Treasury to evaluate accounting implications before execution.
- Develop and maintain accounting policies while evaluating new FASB and SEC guidance for public readiness.
- Support IPO readiness by drafting technical disclosures and assisting with S-1 and 10-K preparation.
- Prepare consolidated financial statement footnotes and lead reviews of the reporting package for accuracy and SEC compliance.
- Support external audits and SOX readiness through documentation, control enhancements, and process improvements in close and reporting.
- Contribute to M&A, system implementations, and other strategic initiatives aligned with company growth.
- Partner with cross-functional stakeholders to translate accounting standards into practical application.
- Lead initiatives that strengthen financial reporting integrity and prepare the foundation for scalable public reporting.
- Evaluate emerging accounting issues and assess their implications for financial statements and disclosures.
- Serve as a technical expert to guide transaction structuring and disclosure strategies.
Requirements
- Hold a Bachelor's degree in Accounting, Finance, or a related field.
- Possess 4+ years of experience in technical accounting, preferably within a Big 4 firm and/or a publicly traded company.
- Hold an active CPA certification.
- Demonstrate strong knowledge of U.S. GAAP and the ability to analyze complex and non-routine transactions.
- Show proven ability to research accounting guidance and prepare clear, well-supported technical accounting memos.
- Show understanding of SEC reporting and disclosure requirements.
- Demonstrate experience partnering cross-functionally to assess accounting implications of business initiatives.
- Show familiarity with ERP and reporting tools such as NetSuite and Workiva.
- Show advanced Excel skills and strong analytical capabilities.
- Show excellent written and verbal communication skills to translate technical guidance into practical recommendations.
- Be detail-oriented, proactive, and comfortable operating in a fast-paced environment.
- Be willing to prepare for and adapt to evolving regulatory expectations and company milestones.
- Be committed to maintaining the highest standards of accuracy and compliance in financial reporting.
Nice to have
- Bring Big 4 audit or accounting advisory experience with strong technical accounting expertise.
- Show deep knowledge of ASC 606 (revenue), ASC 842 (leases), and ASC 718 (stock-based compensation), including memo preparation and policy development.
- Have experience with pre-IPO technical matters, including equity instruments, preferred stock, warrants, EPS, and SEC reporting considerations.
- Show strong understanding of U.S. GAAP financial reporting, including preparation and review of financial statements and footnote disclosures.
- Have experience supporting IPO readiness, S-1/10-K preparation, and PCAOB audits.
- Have a background in high-growth, pre-IPO or public technology companies with a preference for SaaS and AI.
- Have exposure to M&A and purchase accounting, particularly in revenue and equity-related areas.
- Demonstrate ability to strengthen controls and build scalable accounting processes in fast-paced environments.
Practical notes
- This role requires presence in the San Jose or San Francisco office location 4 days per week; Lambda's designated work from home day is currently Tuesday.
- This is a full-time position.
- Compensation details are not specified in the source material.
- No visa or travel details are provided in the source material.
- No application deadline is specified in the source material.
The role of centers on owning the technical rigor behind our financial reporting and disclosure strategy. You will be responsible for researching and documenting complex accounting positions that support our move toward public company readiness. You will work closely with cross-functional partners to ensure that transaction accounting is accurate, defensible, and aligned with business objectives. Your work will directly influence how our financial statements are presented to regulators, investors, and auditors. You will contribute to the development of accounting policies that reflect current guidance and anticipate future changes. You will help prepare key IPO-related documentation, ensuring that technical disclosures are clear, comprehensive, and compliant. You will strengthen internal controls and reporting processes to support external audits and SOX objectives. You will leverage your expertise in U.S. GAAP to analyze transactions such as revenue arrangements, leases, equity awards, and business combinations. You will use ERP and reporting platforms to ensure data integrity and process efficiency. You will communicate technical conclusions in writing and through collaboration with leadership, finance, and legal stakeholders. This position requires consistent presence in our San Jose office, reflecting our commitment to in-person collaboration on core workdays. You will operate in a fast-moving, high-growth environment where precision, ownership, and proactive problem-solving are essential. If you are motivated by building the infrastructure of public reporting and want to shape how our financial story is told, this role offers direct impact and long-term growth within a leading AI cloud infrastructure company.