Bankjoy

Accountant

• Own day-to-day accounting operations as the sole accountant
• Report directly to the COO and partner with Sales and Client Success
• Own the monthly billing cycle for SaaS subscriptions, implementation fees, expansion and upsell items, and third-party passthroughs
• Interpret signed client contracts to determine billing terms
• Source billing inputs from Salesforce, contract files, and deal owners
• Reconcile third-party vendor invoices against client rebillings and investigate variances
• Own accounts receivable collections, aging review, client follow-up, and escalation of at-risk balances
• Prepare invoices for COO review and release
• Own accounts payable intake, vendor coding, entries, payment runs, vendor relationships, statements, and disputes
• Maintain vendor-to-GL coding standards and keep AP current
• Own US multi-state sales tax, including nexus monitoring, registrations, filings, exemption certificates, voluntary disclosures, notices, and audits
• Administer Avalara and reconcile taxable sales to filed returns
• Support Canadian corporate tax filings and US federal and state returns with external advisors
• Own the full month-end close across the US parent, Canadian entity, and subsidiary
• Maintain deferred revenue, implementation fee amortization, prepaid expense, referral fee accrual, and sales commission amortization schedules
• Allocate payroll and benefits across US and Canadian payroll, including CAD translation and RRSP remittance reconciliation
• Investigate and explain month-over-month departmental variances
• Produce the monthly KPI package for the board
• Serve as primary contact for the annual financial statement audit
• Prepare PBC schedules and workpapers, respond to auditor requests, and post audit adjustments
• Maintain rollforward schedules tied to the general ledger
• Control external distribution of audited financial statements through the COO
• Document recurring processes, including close checklists, vendor coding, departmental mapping, and billing logic
• Identify root causes of recurring errors and implement process, system, and workflow improvements

Senior Accountant

Technical Product Manager

• Own the Vendor Integration team's product direction, PRDs, vendor decisions, and roadmap
• Take vendors from initial call through production, including API review, open-question management, scope and schedule control, pilot-client relationship, UAT, and go-live
• Write PRDs and context documents covering vendor requirements, gaps, technical debt, decisions, and open questions
• Run readiness checks and break epics into small, testable stories for QA
• Read the .NET backend and Angular frontend to understand existing integrations, identify reusable components, and estimate work
• Occasionally ship small changes on a branch when faster than creating a ticket
• Coordinate with authentication, banking core, account opening, lending, and PFM teams
• Write product feature specifications, vendor implementation guides, client test guides, and quarterly release notes
• Create initial Figma screens and HTML prototypes
• Build and maintain AI agent skills, structured team knowledge bases, and PM tooling
• Set priorities with the Tech Lead, sequence roadmaps against client contracts and vendor certification timelines, run sprint planning and backlog grooming, and own the Jira board
• Own payments, cards, data and identity, documents and imaging integrations, and future vendor integrations

Senior Accountant

Technical Product Manager III