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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full accounting cycle, including general ledger, financial reporting, and payroll accounting. Proficient in improving financial workflows and ensuring compliance with tax regulations while providing actionable insights to leadership.
Highest-signal resume keywords
Full Accounting Cycle ManagementFinancial ReportingPayroll AccountingTax Compliance OversightQuickBooks and Bill.com Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
General Ledger ManagementJournal EntriesAccrualsReconciliationsFinancial Statements PreparationAccounts PayableAccounts ReceivableClient BillingPayroll EntriesFinancial Controls
Soft Skills
Attention to DetailSound JudgmentIndependent OperationProcess ImprovementCommunication of Insights
Tools & Technologies
QuickBooksBill.comAI-Enabled Tools
Industry Keywords
Tax ComplianceFinancial AccountabilityProject-Driven BusinessServices-Based IndustryFinancial Projections
About the role
Key responsibilities & impact- Own the full accounting cycle, including general ledger, journal entries, accruals, reconciliations, and monthly close.
- Prepare timely, accurate financial statements, including profit and loss, balance sheet, and cash flow.
- Manage accounts payable, vendor payments, expenses, and approval workflows.
- Own client and contract invoicing; monitor accounts receivable, resolve billing discrepancies, and improve collections.
- Prepare commission journal entries and accruals.
- Own payroll accounting, including payroll entries and reconciliation of payroll expenses, employer taxes, benefits costs, and payroll liabilities.
- Oversee applicable state and local tax compliance, coordinating registrations, filings, reconciliations, and payments with Rippling and external tax advisors.
- Partner with People Ops on payroll tax reporting, discrepancies, filings, and payments.
- Coordinate income tax preparation, annual financial reviews, and other external accounting requirements with outside advisors.
- Maintain accurate financial records, documentation, policies, and internal controls.
- Deliver monthly financial reporting with explanations of performance, trends, and variances.
- Provide leadership visibility into revenue, expenses, margins, cash flow, and working capital.
- Monitor cash flow and flag risks, timing gaps, and improvement opportunities.
- Partner with the COO on budgets, forecasts, and financial projections.
- Connect signed contracts, project setup, delivery, and client billing.
- Improve visibility into project costs, engagement margins, utilization, and services profitability.
- Maintain consistency across accounting, project management, CRM, and billing systems.
- Review project budgets, cost allocations, and revenue recognition.
- Coordinate accounting treatment and documentation of qualifying software development costs, including capitalization.
- Identify opportunities to improve billing accuracy, reduce revenue leakage, and strengthen financial accountability.
- Own and optimize financial workflows in QuickBooks and Bill.com.
- Streamline accounting processes through automation, integrations, and responsible use of AI-enabled tools.
- Reduce manual work and errors while improving close timelines, reporting, documentation, and financial controls.
Requirements
What you’ll need- 5+ years of progressive accounting or finance experience, with hands-on responsibility for accounting operations and financial reporting.
- Experience in a services-based, project-driven business, such as consulting, professional services, or technology services.
- Strong knowledge of accounting principles, general ledger management, reconciliations, month-end close, and financial statements.
- Experience with accounts payable, accounts receivable, client billing, and contract invoicing.
- Hands-on experience with QuickBooks and Bill.com.
- Experience with tax compliance oversight, payroll accounting, and coordination with payroll providers or external tax advisors.
- Ability to improve processes and internal controls, interpret financial data, and communicate actionable insights to business leaders.
- Strong spreadsheet skills, attention to detail, sound judgment, and the ability to operate independently across multiple systems and priorities.
Benefits
Comp & perks- Health Insurance
- HSA & FSA offerings
- 401K with company match
- Unlimited PTO
- Company Holidays & Serve days
- Remote work
- Technology & Home Office Allotment
- Quarterly travel + Annual Team Offsite