Senior Accountant

This is a fully remote position, open to applicants in Canada, +1 more country.

📋 Description

• Oversee daily accounting functions as the sole accountant.

• Report directly to the COO while collaborating with Sales and Client Success teams.

• Manage the monthly billing cycle for SaaS subscriptions, implementation fees, expansion and upsell items, along with third-party passthroughs.

• Analyze signed client contracts to ascertain billing terms.

• Gather billing inputs from Salesforce, contract files, and deal owners.

• Reconcile invoices from third-party vendors with client rebillings and investigate any discrepancies.

• Handle accounts receivable collections, aging reviews, client follow-ups, and escalation of at-risk balances.

• Prepare invoices for COO's review and subsequent release.

• Manage accounts payable intake, vendor coding, entries, payment runs, vendor relationships, statements, and dispute resolutions.

• Ensure vendor-to-GL coding standards are maintained and accounts payable are kept current.

• Oversee US multi-state sales tax responsibilities, including nexus monitoring, registrations, filings, exemption certificates, voluntary disclosures, notices, and audits.

• Administer Avalara and reconcile taxable sales with filed returns.

• Assist with Canadian corporate tax filings and US federal and state returns in collaboration with external advisors.

• Manage the complete month-end close process for the US parent company, Canadian entity, and subsidiary.

• Maintain schedules for deferred revenue, implementation fee amortization, prepaid expenses, referral fee accrual, and sales commission amortization.

• Allocate payroll and benefits across US and Canadian payrolls, including CAD translation and RRSP remittance reconciliation.

• Investigate and clarify month-over-month departmental variances.

• Create the monthly KPI package for the board of directors.

• Act as the primary contact during the annual financial statement audit.

• Prepare PBC schedules and workpapers, address auditor requests, and manage post-audit adjustments.

• Maintain rollforward schedules linked to the general ledger.

• Control the external distribution of audited financial statements through the COO.

• Document recurring processes such as close checklists, vendor coding, departmental mapping, and billing logic.

• Identify the root causes of recurring errors and implement enhancements in processes, systems, and workflows.

⛳️ Requirements

• A minimum of 5 years of progressive accounting experience, with complete ownership of a month-end close (mandatory).

• Practical experience with US multi-state sales tax, including nexus determination, state registrations, filings, exemption certificate management, and voluntary disclosure agreements (mandatory).

• Proficient knowledge of Avalara or a similar sales tax engine, including its integration with a billing system (mandatory).

• Understanding of US GAAP revenue recognition under ASC 606 as applied to multi-element SaaS contracts, including implementation fee deferral and principal-versus-agent analysis for passthrough revenue (mandatory).

• Experience in a multi-entity setup with cross-border operations and foreign currency translation.

• Experience in owning or significantly supporting an external financial statement audit.

• Proficient in QuickBooks Online, Bill.com, and a billing platform.

• Familiarity with Zoho and Salesforce is a plus.

• Ability to work independently without supervision, extract data from a CRM, interpret signed contracts, and consult with deal owners.

• Proven track record of authored and maintained process documentation; work samples may be required.

• CPA (Canada or US) or equivalent practical experience.

• SaaS or fintech experience is highly desirable.

• Experience working with credit unions or community banks is an advantage.

• Legal authorization to work in Canada is required.

• Comfortable working within the EST timezone.

🏝️ Benefits

• Competitive salary.

• Stock options at a well-funded startup.

• Coverage of 100% of medical, dental, and vision premiums for individuals on the USA base plan.

• Coverage of 100% of extended medical, dental, and vision premiums for you and your family under the Canada plan.

• Retirement plan with a 4% company match.

• 8 weeks of paid parental leave for birthing parents.

• 4 weeks of paid parental leave for non-birthing parents.

• 3-5 weeks of paid time off depending on tenure.

• 5 health days.

• 15 holidays.

• Year-end shutdown.

• Performance-based bonuses.

• Remote-first culture.

• Fast-paced and collaborative work environment.