Senior Accountant

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in all aspects of delivery for the Early Stage, Start-Up Accounting service.

• Collaborate with founders and senior management to develop systems, processes, and procedures for regular accounting closure and reporting.

• Aid in establishing contract management and revenue recognition processes using Excel models or selected SaaS contract software.

• Engage directly with clients and facilitate prospect discovery meetings.

• Record business requirements and convert them into suitable service levels.

• Facilitate the onboarding of new clients.

• Deliver direct accounting services and advise management on optimal accounting and reporting practices.

• Educate and assist staff assigned to CAS Tech Start-Ups.

• Enhance client-service processes and technology frameworks.

• Implement AI-driven solutions to automate repetitive tasks, streamline workflows, and support ongoing process enhancements.

• Take part in qualification calls, discovery sessions, solution architecture, proposal creation, presentations, and drafting Statements of Work.

• Identify further business opportunities for prospective and existing clients.

• Maintain client satisfaction ratings that align with firm standards.

• Provide status updates to the performance manager and project leadership.

• Accurately track utilization and work hours.

• Support training, development, and mentorship of staff.

• Undertake special projects as required.

⛳️ Requirements

• A bachelor's degree is required; a focus in accounting or finance is preferred.

• A minimum of three (3) to five (5) years of relevant experience in professional services and/or a corporate equivalent.

• Strong grasp of SaaS revenue recognition and financial accounting principles.

• Proficient Excel skills and a high capability for learning new systems.

• Excellent internal and external client-facing abilities.

• Experience implementing a process-based methodology throughout project delivery phases.

• Familiarity with QuickBooks, Xero, or similar software is preferred.

• Experience with Sage Intacct, NetSuite, and contract management software is a plus.

• CPA or an equivalent certification is advantageous.

• Ability to resolve complex issues quickly while keeping stakeholders informed.

• Capacity to stay updated on technical and industry advancements.

• Willingness to travel to client locations as necessary.

• Capability to engage client management in problem-solving and solution delivery.

• Strong skills in communication, presentation, and product demonstration.

• Ability to work independently and remotely or as part of a team.

• Competence in meeting deadlines and managing multiple priorities.

🏝️ Benefits

• Competitive base salary.

• Comprehensive medical, dental, and vision insurance.

• 401(k) plan with matching contributions.

• Financial wellness programs.

• Vacation, sick leave, holidays, parental leave, and volunteer days.

• Options for hybrid or remote work.

• Flexible working hours.

• Discretionary performance-based bonuses.

• Tuition reimbursement.

• Certification opportunities.

• Mentorship programs.

• Opportunities for career advancement and internal mobility.

• DEI initiatives.

• Employee resource groups.

• Wellness programs.