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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in accounting operations, including month-end close processes, US multi-state sales tax management, and revenue recognition under US GAAP. Proficient in utilizing accounting software and maintaining compliance in a multi-entity environment.
Highest-signal resume keywords
Month-End Close OwnershipUS Multi-State Sales Tax ManagementUS GAAP Revenue RecognitionProficiency with QuickBooks OnlineCPA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Month-End CloseUS Multi-State Sales TaxRevenue RecognitionAccounts ReceivableAccounts PayableFinancial Statement AuditProcess DocumentationForeign Currency TranslationTax FilingsKPI Reporting
Soft Skills
Independent WorkProblem SolvingAttention to DetailCommunication
Tools & Technologies
QuickBooks OnlineBill.comSalesforceAvalaraZoho
Certifications & Qualifications
CPA (Canada or US)
Industry Keywords
SaaSFintechCredit UnionsCommunity Banks
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 5+ years of progressive accounting experience, including full ownership of a month-end close (must have)
- Hands-on US multi-state sales tax experience, including nexus determination, state registrations, filings, exemption certificate management, and voluntary disclosure agreements (must have)
- Working knowledge of Avalara or a comparable sales tax engine, including integration with a billing system (must have)
- US GAAP revenue recognition under ASC 606 applied to multi-element SaaS contracts, including implementation fee deferral and principal-versus-agent analysis for passthrough revenue (must have)
- Experience in a multi-entity environment with cross-border operations and foreign currency translation
- Experience owning or substantially supporting an external financial statement audit
- Proficiency with QuickBooks Online, Bill.com, and a billing platform
- Zoho and Salesforce experience is a plus
- Ability to work without supervision and independently pull data from a CRM, read signed contracts, and consult deal owners
- Evidence of authored and maintained process documentation; work sample may be required
- CPA (Canada or US) or equivalent practical experience
- SaaS or fintech experience strongly preferred
- Experience serving credit unions or community banks is a plus
- Legal authorization to work in Canada
- Comfort working in the EST timezone
Benefits
Comp & perks- Competitive compensation
- Stock options at a well-funded startup
- 100% of medical, dental, and vision premiums for individuals on the USA base plan
- 100% of extended medical, dental, and vision premiums for you and your family under the Canada plan
- Retirement plan with 4% company matching
- 8 weeks paid parental leave for birthing parents
- 4 weeks paid parental leave for non-birthing parents
- 3-5 weeks PTO depending on tenure
- 5 health days
- 15 holidays
- End of year shutdown
- Performance-based bonuses
- Remote first culture
- Fast-paced and collaborative environment
