Overview
This is a fully remote role.
The organization operates in the consumer lending industry, building transparent and intuitive lending products that support service-based businesses (including HVAC companies, veterinarians, and auto repair shops). This role is responsible for accurate financial reporting and for improving accounting processes that support the organization’s growth.
Responsibilities
- Manage key aspects of the monthly close, including journal entries, reconciliations, supporting schedules, and variance analysis.
- Perform bank, cash, and balance sheet reconciliations and resolve discrepancies.
- Reconcile financial transactions across consumer financing, merchant payments, fees, refunds, and disbursements.
- Review vendor invoices, employee expenses, and credit card activity for accuracy and compliance.
- Prepare recurring financial and operational reports for internal and external stakeholders.
- Support audits, tax requests, and related documentation.
- Investigate discrepancies between operational systems and the general ledger and resolve issues.
- Collaborate with Growth teams to align business activities with accounting processes.
- Improve accounting processes using automation and AI tools to reduce manual work and strengthen controls.
- Develop repeatable processes for new products and accounting needs as the organization scales.
Requirements
- Minimum of 2 years of experience in accounting, audit, or a related finance role.
- Bachelor’s degree in accounting, finance, business administration, or related field.
- Strong knowledge of income statement, balance sheet, and cash flow transaction flows.
- Experience managing reconciliations and components of the monthly close.
- Proficiency with Excel or spreadsheets and handling detailed data.
- Ability to investigate and resolve discrepancies across systems.
- Strong attention to detail, sound judgment, and ability to work independently.
- Experience using AI tools like Claude to automate workflows and analyze data.
Preferred Qualifications
Compensation & Benefits
- Base salary range: $70,800 to $99,100, plus equity and benefits.
- Individual compensation varies based on qualifications, skills, and competencies.
Benefits & perks:
- Medical insurance
- Dental insurance
- 401(k)
Location
Fully remote.