Senior Accountant

About the job

Key Responsibilities

Accounts Payable

• Enter vendor bills, route for approval, and process check runs, ACH batches, and wire payments
• Maintain vendor records including W-9s, payment terms, and remit-to information
• Reconcile vendor statements and resolve billing discrepancies
• Prepare and file annual 1099s

Accounts Receivable

• Generate customer invoices and apply payment receipts
• Follow up on past-due accounts and manage collections communications
• Reconcile customer accounts and resolve billing disputes
• Prepare aging reports and communicate status to leadership

General Ledger and Month-End Close

• Own the monthly close process from reconciliation through package delivery to the outside CPA
• Record recurring and adjusting journal entries
• Reconcile bank accounts, credit card accounts, and balance sheet accounts monthly
• Maintain the fixed asset schedule and record depreciation
• Post accruals and amortize prepaid expenses
• Prepare monthly and quarterly financial statements (P&L, balance sheet, cash flow) for leadership review

Revenue Recognition

• Serve as the internal expert on revenue recognition policy and application
• Manage deferred revenue schedules and support GAAP revenue recognition, including monthly revenue schedules and related journal entries
• Reconcile revenue by project and subscription
• Own recurring revenue accounting for the Preserve SaaS platform

Project Accounting

• Track project costs and monitor labor allocations
• Assist with percentage-of-completion or milestone reporting as applicable
• Analyze project profitability
• Reconcile project budgets against actual costs

Payroll (Processing Support)

• Run payroll cycles in Gusto, including reviewing hours, approving timesheets, and submitting for processing
• Coordinate with HR on new hire payroll setup, terminations, and compensation changes
• Record payroll journal entries and reconcile payroll to the general ledger
• Support year-end W-2 processing and reconciliation

Ongoing and Periodic

• Lead the annual audit or CPA review preparation, serving as the primary point of contact for external advisors
• Assist with sales and use tax filings
• Prepare weekly cash position reports and assist with cash flow forecasting
• Support budgeting and forecasting cycles, including variance analysis and commentary
• Maintain organized accounting records and documentation
• Ensure compliance with internal accounting controls and company policies
• Identify and implement accounting process improvements and automation opportunities
• Support ad hoc financial reporting and analysis requests from leadership

Required Qualifications

• Bachelor's degree in Accounting or Finance
• Five or more years of progressive accounting experience, including two-plus years at the Senior Accountant level or equivalent
• Direct experience owning a month-end close cycle end-to-end
• Demonstrated experience producing financial statements and supporting external audits or CPA reviews
• Strong working knowledge of GAAP, including revenue recognition (ASC 606)
• Proficiency with QuickBooks (Online or Desktop)
• Strong working knowledge of Microsoft Excel (pivot tables, formulas, reconciliations)
• Comfort personally executing AP, AR, and transactional accounting daily as a permanent part of the role, not as a temporary phase
• Ability to work independently and communicate proactively with leadership and outside advisors

Preferred Qualifications

• Prior experience in a small-company Senior Accountant role where transactional work and analytical work are both permanent responsibilities
• Experience supporting an outside CPA on monthly close, year-end, or audit work
• Familiarity with project-based revenue recognition or subscription revenue accounting
• Active CPA license or actively pursuing CPA licensure
• Experience implementing or optimizing accounting processes in a growing company

Key Competencies

• High attention to detail
• Strong analytical skills
• Excellent organizational skills and ability to manage multiple deadlines
• Process improvement mindset
• Strong written and verbal communication
• Ability to work independently and set priorities without daily direction
• Business acumen to translate financial data into actionable insights for leadership
• High level of integrity and confidentiality

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times

Benefits: Health, dental, and vision insurance; paid time off; paid holidays; 401(k) plan