Director, Technical Accounting – Investments

The shape of it

In the posting’s own words

We are seeking a Director, Technical Accounting – Investments and M&A to join our Finance team at Anthropic. In this role, you will own the company's accounting for strategic investments, partnerships with investment components, and related capital transactions, and support mergers and acquisitions when deal volume requires. You will report to the Senior Director, Technical Accounting – M&A and Investments.

What it asks for · 11

• Bring significant Big 4 experience — ideally in a National Office, Transaction/Deal Advisory, or Capital Markets/Accounting Advisory group — paired with in-house experience at a technology company and public accounting or advisory experience
• Proven experience leading complex valuations (e.g., business combinations, equity and debt investments, warrants and other Level 3 instruments), including directing and challenging the work of third-party valuation specialists
• Have owned the accounting for a portfolio of minority/strategic investments, including quarterly impairment and fair value monitoring and at least one investment of meaningful scale or complexity
• Possess deep command of US GAAP for investments in equity securities, equity method, consolidation and VIEs, fair value measurement, and business combinations, with a track record of positions that withstand auditor and regulator scrutiny
• Are fluent in valuation concepts and can direct and challenge third-party specialists on private company fair value, warrant/option pricing, impairment, and PPA models
• Have operated within an investments-accounting or deal-accounting function, contributing to playbook and controls design
• Communicate effectively with Corporate Development, Legal, and Tax on structuring trade-offs, translating technical conclusions for cross-functional and senior stakeholders
• Demonstrate exceptional written and verbal communication, translating complex investment and deal accounting into clear business implications
• Excel at hands-on technical execution in a fast-paced, ambiguous environment, shifting between portfolio work and live deals as priorities change
• Are proficient with accounting systems (Workday preferred), consolidation tools, and advanced Excel/modeling
• Curious about and quick to adopt new AI tools, including Claude and Claude for Finance

Also a plus

• Have 10+ years of progressive accounting experience, including 4+ years owning strategic investment, equity method, or consolidation accounting end-to-end
• Have deep, practitioner-level expertise in one or more of the following:
• Investments in equity securities, equity method, and consolidation (ASC 321, 323, 810), including VIE/primary-beneficiary analysis, basis differences, and the measurement alternative
• Fair value measurement, derivatives, and embedded features (ASC 820, 815, 825), including warrants and Level 3 inputs for private company investments
• Business combinations and asset acquisitions (ASC 805), including contingent consideration and step acquisitions
• Collaborative arrangements and consideration exchanged in commercial deals (ASC 808, 606)
• Hold an active CPA license
• Have built an investment accounting process from the ground up, including intake, quarterly monitoring, and SOX-compliant controls over non-routine/complex transactions

What the job covers

• Execute technical accounting for strategic investments, joint ventures, partnership structures, and related financing/equity instruments from entry through exit
• Partner with and influence Corporate Development to steer investment structures toward preferred terms and outcomes, reviewing term sheets and deal documents before signing
• Own entry accounting for each new investment — classification under ASC 321, 323, or 810, VIE/primary-beneficiary analysis, basis differences, and the initial measurement memo
• Run the quarterly portfolio review — reconsideration events, impairment indicators, observable price changes, and equity method pick-ups — and account for follow-on investments, conversions, down rounds, and exits
• Own the investment rollforward, its reconciliation to the general ledger, and the portfolio reporting that supports close, FP&A, and leadership, including review of portfolio company financial statements
• Manage third-party valuation specialists; review fair values of investments, warrants, and derivative features, including Level 3 inputs and impairment analyses
• Assess warrants, equity rights, and other investment components embedded in partnerships and compute arrangements, partnering with Accounting Policy on how consideration is allocated
• Support M&A transactions alongside the M&A lead when deal volume requires — accounting due diligence, purchase accounting (consideration measurement, PPA review, opening balance sheet), and measurement-period adjustments
• Author and defend technical accounting policies & memoranda; partner closely with external auditors on investment, consolidation, and M&A matters
• Help build the investments operating model — intake form and approval gates, memo templates, quarterly checklists, and SOX-ready controls — designed to scale as the portfolio grows including utilizing Claude, ERP systems and third party applications (as applicable)
• Prepare and review investment and transaction disclosures for quarterly and annual filings, including fair value, equity method, and VIE disclosures
• Present investment accounting conclusions and financial statement impacts to leadership and cross-functional stakeholders in clear, decision-ready terms

Tools and skills named

Words the posting leans on

• investment30×
• accounting18×
• portfolio10×
• consolidation7×
• deal7×
• fair value7×
• technical7×
• equity method6×
• experience6×
• valuation6×
• warrants6×
• asc5×
• measurement5×
• quarterly5×
• review5×
• business combinations4×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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