This role suits an experienced accounting professional with a strong background in technical accounting, investments, and mergers and acquisitions. The Director, Technical Accounting – Investments position is based in San Francisco, CA or Seattle, WA at Anthropic.
Role Overview
Anthropic seeks a Director, Technical Accounting – Investments and M&A for the Finance team. The individual in this position oversees accounting for strategic investments, partnership structures containing investment components, related capital transactions, and mergers and acquisitions. Reporting to the Senior Director, Technical Accounting – M&A and Investments, this role functions as a key technical resource for classification, consolidation outcomes, fair value, and financial statement impacts across the investment portfolio.
Key Responsibilities
Execute technical accounting for strategic investments, joint ventures, partnership structures, and related financing or equity instruments from entry through exit.
Partner with Corporate Development to review term sheets and deal documents before signing to steer investment structures toward preferred outcomes.
Manage entry accounting for new investments under ASC 321, 323, or 810, perform VIE and primary-beneficiary analysis, and draft initial measurement memos.
Conduct quarterly portfolio reviews for reconsideration events, impairment indicators, observable price changes, and equity method pick-ups.
Oversee the investment rollforward, general ledger reconciliation, and portfolio reporting supporting the close, FP&A, and leadership.
Manage third-party valuation specialists and review fair values of investments, warrants, and derivative features including Level 3 inputs.
Assess warrants, equity rights, and other investment components embedded in partnerships and compute arrangements.
Support M&A transactions through accounting due diligence, purchase accounting, and measurement-period adjustments.
Author and defend technical accounting policies and memoranda while collaborating with external auditors.
Build the investments operating model, intake forms, memo templates, quarterly checklists, and SOX-ready controls.
Prepare and review investment and transaction disclosures for quarterly and annual filings.
Present investment accounting conclusions and financial statement impacts to leadership and cross-functional teams.
Monitor standard-setting and SEC developments affecting investments, consolidation, and business combinations.
Requirements
Significant Big 4 experience, ideally in a National Office, Transaction or Deal Advisory, or Capital Markets or Accounting Advisory group, combined with in-house technology company experience.
Experience leading complex valuations such as business combinations, equity and debt investments, and Level 3 instruments.
Prior ownership of the accounting for a minority or strategic investment portfolio, including quarterly impairment and fair value monitoring.
Command of US GAAP for equity securities, equity method, consolidation, VIEs, fair value measurement, and business combinations.
Fluency in valuation concepts for private company fair value, warrant or option pricing, impairment, and PPA models.
Experience operating within an investments or deal accounting function, contributing to playbook and controls design.
Proficiency with accounting systems including Workday, consolidation tools, and advanced Excel or modeling.
Nice to Have
Ten or more years of progressive accounting experience, including four or more years owning strategic investment, equity method, or consolidation accounting end-to-end.
Practitioner-level expertise in ASC 321, 323, 810, 820, 815, 825, 805, 808, or 606.
Active CPA license.
Experience building an investment accounting process from the ground up with SOX-compliant controls.
Experience preparing or reviewing investment disclosures in SEC filings.
Experience with novel AI or technology structures such as compute-bundled investments and customer warrants.
Skills and Tools
US GAAP
ASC 321, ASC 323, ASC 810, ASC 820, ASC 815, ASC 825, ASC 805, ASC 808, ASC 606
Workday
Consolidation tools
Advanced Excel and modeling
Claude and Claude for Finance
Salary and Benefits
Annual Salary: $230,000 — $300,000 USD
About the Company
Anthropic focuses on building reliable, interpretable, and steerable AI systems designed to be safe and beneficial for users and society. The organization brings together researchers, engineers, policy experts, and business leaders to develop beneficial artificial intelligence.
How to Apply
Apply on the official company careers page.
