R2R Domain Lead - AI Agents

About Us:

Trail is the context layer AI agents run on. We're building the missing layer between your company's rules, exceptions, and institutional knowledge and the agents trying to act on them. It's a governed graph that lets any agent or platform, including Trail agents, make the right call on your most complex business processes. Agents today fail not because models are weak, but because they're never given the judgment a business builds up over years. We're fixing that.

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📍 Work Mode: Remote / Bangalore
⏳ Engagement Duration: 3–6 Months (Project-Based Contract)

About the Opportunity

We are looking for an experienced Record-to-Report (R2R) professional to join us on a 3–6 month project-based engagement to support the development and evaluation of AI agents for key finance and accounting processes.

The project focuses on building AI agents to support critical R2R activities, including journal entries, accruals, reconciliations, intercompany accounting and flux analysis.

This is a great opportunity for an experienced R2R professional who has hands-on experience managing month-end close processes and accounting teams and is interested in applying their domain expertise to the development of AI-driven finance solutions.

You will work closely with our Product and Engineering teams to translate real-world accounting workflows into functional requirements, test scenarios and validation criteria to ensure the accuracy and reliability of AI agents.

Key Responsibilities

• Document and map end-to-end R2R processes, including month-end close activities, exceptions and common challenges.

• Create user stories, process flows and documentation based on real-world accounting workflows.

• Define functional requirements and acceptance criteria for AI agents across various R2R activities.

• Develop and execute test scenarios to evaluate the accuracy and reliability of AI agents.

• Review test results, identify gaps and collaborate with Engineering teams to resolve issues.

• Create realistic test data based on actual accounting scenarios.

• Work with customers and finance teams to understand existing processes and incorporate feedback.

• Translate accounting policies, approval limits, thresholds and internal controls into clear requirements for AI agents.

What We're Looking For

• 8+ years of experience in Record-to-Report (R2R), with at least 3 years of experience leading month-end close activities.

• Experience managing accounting teams and overseeing close activities, including review and sign-off.

• Strong understanding of accounting processes, controls and financial reporting requirements.

• Experience in multi-entity and multi-currency accounting, including intercompany transactions.

• Hands-on knowledge of journal entries, accruals, bank reconciliations, balance sheet reconciliations, intercompany accounting and flux analysis.

• Experience in month-end close process improvements, SOP implementation, strengthening controls or finance transformation.

• CA, CPA, ACCA, CMA or equivalent professional qualification.

• Excellent written and verbal communication skills, with the ability to document accounting processes and translate them into clear functional requirements.

Good to Have

• Experience with Big 4 firms, internal audits, SOX controls or finance transformation projects.

• Working knowledge of ERP systems such as SAP.

• Familiarity with close management tools such as BlackLine, Trintech, FloQast or HighRadius.

• Knowledge of Ind AS, IFRS or US GAAP, including India GST/TDS.

• Strong Excel skills; basic SQL knowledge is an advantage.

• Exposure to AI testing, product evaluation or quality assurance.

Engagement Details

• Project-based contract engagement for an initial duration of 3–6 months.

• Remote / Bangalore work mode.

• Opportunity to contribute to an exciting AI-driven finance transformation initiative.