Full-Time

Director of Accounting & Finance

Confirmed live in the last 24 hours

Pattern Data

Pattern Data

11-50 employees

AI platform for streamlining litigation processes

AI & Machine Learning
Legal

Senior

Remote in USA

Category
Financial Accounting
Tax Accounting
Financial Planning
Management Accounting
Accounting
Required Skills
Quickbooks
Requirements
  • Bachelor’s degree in Accounting, Finance, or related field. CPA preferred
  • 7+ years of accounting experience, preferably in audit / advisory services at a public accounting firm. Ideally, public accounting experience with a focus on private companies. Leadership experience preferred
  • A strong understanding of US GAAP and its application
  • Proficiency in accounting software (e.g., QuickBooks). Also, comfortable learning new software platforms
  • Self-starter with the ability to operate independently “in the weeds” and collaborate effectively with the broader team
  • Strong attention to detail, advanced analytical skills, and pride in ownership of work
  • Experience working with software businesses and/or a high-growth environment preferred
Responsibilities
  • Establish, oversee, and continuously improve all accounting processes, including but not limited to invoicing, receivables, payables, payroll, and general ledger management
  • Drive a timely monthly, quarterly, and year-end close and reconciliation process, ensuring accurate and compliant US GAAP financial statements
  • Manage and ensure compliance with US GAAP, tax regulations, business registrations, and other financial reporting requirements across the US
  • Identify and build appropriate internal controls, and continually refine these controls as the business scales
  • Oversee audit function, coordinating activities with external auditors and other third-party firms as needed
  • Oversee tax planning and compliance, working with external tax advisors as necessary to ensure accurate and timely filing of returns
  • Explore, propose, and implement new technology platforms and systems as needed to improve efficiency, visibility, and overall quality of accounting records and financial reporting
  • Manage cash flow forecasting, considering numerous variables such as multiple lines of business, different revenue models, industry nuances, and more
  • With support from other strategic and financial resources at Pattern, ultimately own the annual budgeting and planning process. Collaborate across all teams and create alignment on resource and investment allocation with clear plans to achieve revenue and profitability goals
  • Identify and propose team structure and team additions within the Accounting and Finance function(s), in order to support the business as it scales

Pattern Data provides an AI-powered software platform aimed at improving the litigation process for law firms, especially those handling mass tort cases. The platform automates repetitive tasks like reviewing medical records and extensive documentation, enabling legal teams to gather evidence more efficiently and reduce case backlogs. It also offers features such as predicting case quality, conducting rapid case reviews, and automating settlement analysis. Unlike many competitors, Pattern Data focuses specifically on the needs of law firms, providing tools that not only enhance productivity but also support strategic decision-making by digitizing and analyzing client data. The goal of Pattern Data is to help law firms operate more effectively and accurately, ultimately improving their overall performance in case management.

Company Stage

Seed

Total Funding

$1.1M

Headquarters

Charlotte, North Carolina

Founded

2020

Growth & Insights
Headcount

6 month growth

61%

1 year growth

81%

2 year growth

262%
Simplify Jobs

Simplify's Take

What believers are saying

  • Pattern Data's AI technology can significantly reduce case backlog, improving operational efficiency for law firms.
  • The platform's predictive analysis capabilities can enhance strategic decision-making, potentially leading to higher profitability for clients.
  • By automating tedious tasks, Pattern Data allows legal teams to focus on more complex and high-value activities, increasing job satisfaction.

What critics are saying

  • The legal tech market is highly competitive, requiring Pattern Data to continuously innovate to maintain its edge.
  • Dependence on AI technology means that any flaws or inaccuracies in the software could lead to significant legal repercussions for clients.

What makes Pattern Data unique

  • Pattern Data focuses specifically on mass tort cases, unlike competitors who may offer more generalized legal tech solutions.
  • Their AI-driven platform automates repetitive tasks and predicts case quality, providing a unique value proposition in the legal tech space.
  • The ability to perform full case reviews and automate settlement analysis sets Pattern Data apart from traditional legal software.

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