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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in month-end close processes, accounts receivable and payable management, and financial compliance. Proficient in leveraging finance systems and AI tools to enhance workflows and reporting accuracy.
Highest-signal resume keywords
Month-End Close ManagementAccounts Receivable ManagementAccounts Payable OperationsQuickBooks Online ExperienceCPA or Active CPA Candidacy
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 CloseAccounts ReceivableAccounts PayableCash Flow ForecastingExpense Reporting ComplianceFinancial AnalysisProcess ImprovementAI Tools UsageFinancial DocumentationVendor Onboarding
Soft Skills
Strong Organizational SkillsExcellent Communication SkillsMentoringProblem-SolvingCollaboration
Tools & Technologies
QuickBooks OnlineTipaltiBill.comGoogle WorkspaceAI Tools
Certifications & Qualifications
CPAActive CPA Candidacy
Industry Keywords
Financial ComplianceExpense ManagementCash ManagementAccounting ProcessesFinancial Reporting
About the role
Key responsibilities & impact- Lead and continuously improve the month-end close
- Ensure financials close accurately and on schedule
- Own accounts receivable and collections, including complex exceptions such as terminated accounts, disputes, and non-standard billing arrangements
- Oversee accounts payable operations, including vendor onboarding, payment processing, and troubleshooting AP platform issues
- Manage and enforce expense reporting compliance, including coding and documentation for corporate card and reimbursement activity
- Partner with the VP of Finance on cash flow forecasting and week-to-week cash management
- Support implementation and adoption of finance systems, including collections automation and expense management platforms
- Document and standardize accounting processes to reduce manual work, rework, and errors
- Mentor and support accounting staff
- Respond to ad hoc financial questions from leadership with accurate, well-supported analysis
- Report to the VP of Finance
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance, or a related field
- 5+ years of progressive accounting experience, including month-end close and AR/AP management
- CPA or active CPA candidacy strongly preferred
- Hands-on QuickBooks Online experience
- Experience with AP or collections platforms such as Tipalti and Bill.com/Bill Spend & Expense
- Proficiency with Google Workspace (Sheets, Docs, Slides), including building and maintaining cash forecasts in Sheets
- Demonstrated experience using AI tools, specifically Claude, to improve accounting or finance workflows
- Ability to provide specific, real examples of AI use in an application and interview
- Strong organizational skills and ability to manage competing priorities
- Excellent communication skills and ability to explain financial concepts clearly to non-finance stakeholders
- Process-improvement mindset
- Occasional evening or weekend availability around month-end close
- Must reside in the United States or Canada
- Employer is unable to sponsor visas
Benefits
Comp & perks- Fully remote across the U.S. & Canada
- Monthly WFH stipend
- Summer Fridays
- Unlimited PTO (U.S.)
- Competitive vacation (Canada)
- Parental/family leave options
- Comprehensive health benefits
- Mental health support
- Company-paid disability & life coverage
- Employer retirement contributions (401(k) in the U.S., RRSP match in Canada)
- Quarterly performance reviews
- Career advancement opportunities
- Occasional company events and team working sessions