About Prism Data:

About the role

Prism Data is building the future of credit risk assessment using modern data science and transaction-level financial data. Our API-based platform enables banks, fintechs, and lenders to use automated cash flow underwriting—analyzing detailed banking history in real time—to improve credit decisions, expand approvals, and reduce losses.

Responsibilities

• Oversee month-end close, reviewing and approving bookkeeper work to ensure accuracy and timeliness
• Prepare financial statements and management reports for leadership and the Board of Directors
• Manage billing, accounts receivable, and collections, including direct follow-up when needed
• Manage accounts payable and employee expense reimbursements
• Respond to investor and audit inquiries with accuracy and professionalism
• Partner with the CFO on budgeting, forecasting, and budget-to-actuals analysis
• Prepare ad hoc analyses to support data-driven decision making across leadership
• Support pricing work, including building or reviewing proposals and helping systematize our approach over time
• Design, build, and iterate on AI-powered workflows that automate repeatable finance processes
• Help us think about what the finance function looks like in an AI-native company, and contribute to getting us there

Qualifications

• 3–6 years of professional accounting experience, with a genuine accounting foundation
• Experience with financial statement preparation and budget development
• Superb Excel skills and comfort with financial modeling and data manipulation
• Experience with accounting software (QuickBooks Online a strong plus)
• Startup experience or a clear appetite for the pace and ambiguity of an early-stage company
• Demonstrated interest in AI tools and their application to finance work

Attributes for Success

• Accounting foundation with the analytical instincts to operate across the broader finance function
• Clear communicator who can translate financial information for non-finance audiences
• Excited about AI and automation as tools for building a more capable finance function
• Bias toward clarity, efficiency, and accountability
• Strong ownership mentality in a fast-moving, high-expectations environment