Responsibilities

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.
As Anthropic continues to scale rapidly and deploy capital into strategic investments, joint ventures, and novel commercial structures, including compute arrangements that carry warrants and other investment features, you will be a key technical resource on classification, consolidation outcomes, fair value, and financial statement impact across the portfolio. You will partner closely with Corporate Development, Legal, Tax, Treasury, FP&A, and leadership to ensure that investment economics are accurately reflected under US GAAP and that positions are defensible to external auditors, valuation specialists, and future regulators.
This is a builder role: you'll help stand up and continuously sharpen the portfolio accounting process, controls, and valuation governance expected of a world class finance organization, working alongside the Senior Director as the function takes shape. If you want to own a portfolio end to end — and still be in the room when deals are shaped — we want to hear from you.
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

Qualification

Have deepInvestments in equity securitiesFair value measurementHold an active CPA license

Required

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

Preferred

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

Director, Technical Accounting – Investments at Anthropic · LumiJobs

Director, Technical Accounting – Investments

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Anthropic

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