Staff Accountant

About you

You have a solid understanding of accounting principles, a keen desire to learn and grow, and a strong attention to detail. When something doesn’t look right, you dig in and ask questions until you understand it. Your organization and adaptability let you handle a wide range of tasks and adjust to changing priorities. You take feedback well, work well in a team, and are passionate about using technology to improve efficiency.

Key responsibilities and impact

• General Ledger & Bookkeeping: Record journal entries, maintain the general ledger, and reconcile bank, credit card, and balance sheet accounts each month.
• Accounts Receivable & Revenue Support: Prepare customer invoices, apply payments, manage collections, and keep deferred revenue schedules up to date. Prepare RevOps reporting.
• Accounts Payable & Expense Management: Process vendor invoices and payments, manage the company credit card workflow, review employee expenses for policy compliance, and maintain vendor records, including 1099 tracking.
• Month-End & Year-End Close: Prepare accruals, prepaids, deferrals, and COGS entries. Complete account reconciliations and support monthly, quarterly, and annual financial statements.
• Cash Management: Track daily cash activity and reconcile cash accounts
• Salesforce & Systems: Maintain customer records, contracts, and commission data in Salesforce, and keep billing and accounting systems in sync.
• Compliance: Prepare and file sales tax returns, monitor payroll tax filings, and maintain state filings and registrations.
• Audit & Tax Support: Prepare schedules and supporting documents for the annual audit, tax returns, and external reporting.
• Records & Organization: Process mail, organize files, and keep accounting records complete and audit-ready.
• Other Projects: Take on additional tasks and projects as needed.

Qualifications

• 2–4 years of accounting experience; SaaS or subscription business experience preferred
• Working knowledge of GAAP, including accrual accounting and revenue recognition (ASC 606)
• Experience with QuickBooks Online or a similar accounting system
• Salesforce experience is a plus
• Strong Excel skills and attention to detail
• Organized, dependable, and comfortable owning recurring deadlines

Our culture

• EQ > IQ: We value great minds and the ability to communicate with empathy
• Customer Comes First: We work closely with our clients to understand their needs and how they use our products
• Start-to-Finish Ownership: We take responsibility for anything we can influence
• Actively Practice Inclusion: Creating a diverse and inclusive team is as important to us as building a good product
• Fast-Paced Environment: The “growth mindset” is key to our success. If it won’t break anything, go for it!