Record-to-Report (R2R) Professional

Trail

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Role Overview:

  • Join a 3-6 month project to support AI agent development for finance processes.
  • Collaborate with Product and Engineering teams to translate workflows into requirements.
  • Apply R2R expertise to shape AI-driven accounting solutions.

Key Responsibilities:

  • Create user stories, process flows, and documentation based on real-world accounting workflows.
  • Review test results, identify gaps, and collaborate on issue resolution.
  • Translate accounting policies and controls into clear AI requirements.

What We're Looking For:

  • 8+ years of R2R experience with 3+ years leading month-end close.
  • Professional qualification such as CA, CPA, ACCA, or CMA.
  • Hands-on knowledge of journal entries, accruals, reconciliations, and intercompany accounting.

Trail

Trail builds a context layer for AI agents, connecting company rules and knowledge to agent actions. It's a small, focused team working on AI-driven finance solutions.

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