Senior Accountant

Responsibilities

Cash & Treasury

• Own weekly AR and AP aging reviews, keep DSO trending down and DPO disciplined, and manage the dunning and vendor payment cadences.
• Maintain strong cash controls, including dual approvals on all disbursements, card-level spend limits, and monthly balance sheet reconciliations.
• Deliver a weekly cash report that answers, at a glance, how much cash we have and what moved it.
• Run periodic reviews of banking fees and idle cash placement to improve yield without compromising liquidity.

Tax & Compliance

• Own filing accuracy and timeliness across federal, state, sales tax, and international obligations.
• Manage equity administration end-to-end, including 409A cadence, grant bookings, cap table reconciliation, and monthly stock compensation expense.
• Ensure accurate, on-time payroll across all payroll/PEO providers and support the annual compensation review cycle.

Month-End Close & Reporting

• Own a disciplined, predictable monthly close, including revenue recognition, expense close, and account reconciliations.
• Prepare consolidated financial statements (balance sheet, income statement, cash flow) with eliminations where applicable.
• Build and maintain a rolling multi-year forecast that stays current every month.
• Prepare executive-ready financial reporting and lead budget-vs-actual conversations with department leaders.
• Manage deferred revenue and stock compensation accounting.

Business Partnership

• Partner with department leaders on budget-vs-actual reviews, flagging renewal timing, resourcing gaps, and one-time vs. trending variances.
• Identify and document tax optimization opportunities, such as R&D tax credits and deductibility of stock compensation.
• Support Revenue Operations with accurate commission calculations, customer credits, and billing dispute resolution.

Team Leadership

• Directly oversee and review the work of a Contracted Jr. Accountant, including accounts payable/receivable processing, expense coding, contractor payroll, reconciliations, and tax filings.
• Set clear expectations, provide feedback, and ensure everything that comes out of the team is accurate, timely, and audit-ready.

Process & Systems Transformation

• Help modernize our accounting infrastructure, including our chart of accounts and how spend is categorized and tracked.
• Improve how accounts payable and employee expenses are approved, processed, and paid, with an eye toward automation and stronger controls.
• Rethink how departmental budgets are set, managed, and monitored to give leaders more autonomy and Accounting more leverage.
• Refresh our sales tax strategy and multi-state approach.
• Build out expense forecasting capabilities to give the business better forward-looking visibility into spend.

Qualifications & Experience

• Bachelor's degree in Accounting, Finance, or a related field; CPA or active CPA candidacy strongly preferred.
• 5+ years of progressive accounting experience, including full-cycle month-end close ownership.
• Experience with multi-state and/or international tax compliance.
• Familiarity with equity administration platforms (e.g., Carta) and stock compensation accounting (ASC 718).
• Experience reviewing or managing the work of a junior team member, offshore accountant, or outsourced provider.
• Strong Excel and financial modeling skills, with experience building forecasts and executive-level reporting.
• Proficiency with QuickBooks or a similar general ledger system; experience with modern fintech tools (e.g., Brex) and payroll/PEO platforms is a plus.
• Track record of improving or modernizing accounting processes and systems, not just operating within them.
• Excellent communication skills and a proactive, detail-oriented approach to problem-solving.