In this role, you'll manage critical accounting operations, financial reporting, tax filings, and financial planning functions. We’re looking for someone with SaaS experience, preferably in a start-up environment, who thrives in fast-paced, collaborative settings.
Feel free to check out what our interview process looks like.
Key Responsibilities
Own and manage the accounting close and financial reporting in compliance with GAAP.
Review entries from our outsourced bookkeeper for accuracy, including schedules and reconciliations.
Reconcile revenue on a monthly basis and record recognition in accordance with ASC 606.
Collaborate with HR to review payroll.
Manage vendors, payables, corporate credit cards, and expense reimbursements.
Support the order to cash workflow management by preparing and issuing customer invoices.
Support the annual financial audit.
Proactively assess accounting policies to ensure effectiveness and adherence to the latest policy developments under GAAP.
Manage treasury functions, including banking operations.
Review AR aging weekly and follow up on collections as necessary.
Oversee and review sales tax compliance and filings via Anrok.
Coordinate with external tax accountants for federal and state income tax filings.
Manage local tax filings, including VAT for our UK entity.
Analyze & report monthly operating results against department budgets.
Support budgeting and forecasting processes.
Collaborate with the Director of Finance and department leaders to build and maintain budget packs.
Provide financial analysis and reporting on key company metrics, offering recommendations to improve tracking or achieve goals.
Assist in cash flow modeling and forecasting.
Assist with ad hoc analysis and financial planning as needed.
Who You Are
Bachelor’s degree in Accounting (Master’s and/or CPA is preferred but not required).
7+ years of relevant experience in accounting, financial planning, and reporting.
SaaS industry experience required, preferably in a startup environment.
Strong understanding of GAAP and financial systems.
Experience with tax filings, both local and international (UK VAT preferred).
Excellent analytical and organizational skills.
Ability to work collaboratively across teams and departments.
Proven ability to plan and manage multiple projects while meeting set deadlines of team deliverables.
Experience using QuickBooks Online, Stripe, Ramp, Salesforce, Rippling, and similar finance tools.