Senior Accountant

Overview

A Senior Accountant position is available within the Consulting department of a professional services firm. This role focuses on supporting early-stage and start-up clients by establishing accounting systems, processes, and procedures to enable periodic accounting close and reporting. The position requires strong expertise in SaaS revenue recognition and Excel, along with the ability to learn and implement various systems.

Responsibilities

Technical Activities

• Onboard new clients and provide direct accounting services.
• Guide client management on best practice accounting and reporting processes.
• Assist with training and support for staff assigned to technology start-up clients.
• Support improvements to client service processes and technology stacks.
• Utilize AI-driven solutions to automate routine tasks and optimize workflows.

Sales Activities

• Participate in qualification calls and meetings with prospects to gather information.
• Document prospect profiles and assess fit for service offerings.
• Support discovery sessions and facilitate meetings as needed.
• Document discovery results to inform proposal development.
• Match client requirements with appropriate solutions.
• Assist in developing service proposals and participate in proposal presentations.
• Support drafting of service Statements of Work.

Firm-Specific Duties

• Identify and communicate potential additional business opportunities.
• Maintain high client satisfaction ratings.
• Provide assistance to internal team members as needed.
• Translate complex information into clear solution requirements.
• Provide timely status updates to management and project leadership.
• Achieve utilization targets and accurately track work time.
• Assist with training, development, and mentoring of assigned staff.
• Participate in special projects as required.

Requirements

• Bachelor's degree required; accounting or finance preferred.
• Minimum 3 to 5 years of relevant experience in professional services or corporate accounting.
• Experience with QuickBooks, Xero, or similar accounting software preferred.
• Knowledge of Sage Intacct, NetSuite, and contract management software is a plus.
• Strong understanding of financial accounting principles, especially SaaS revenue recognition; CPA or similar certification is a plus.
• Excellent problem-solving skills with the ability to keep stakeholders informed.
• Strong client-facing skills and experience working through project delivery lifecycles.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong communication, presentation, and product demonstration skills.
• Ability to travel to client sites as needed.

Compensation & Benefits

• Salary range varies by U.S. geographic pay zones:
  • US Payzone 1: $92,800 - $116,000
  • US Payzone 2: $84,000 - $105,000
  • US Payzone 3: $76,000 - $95,000
• Final offers consider experience, skills, and qualifications and may vary from listed ranges.
• Comprehensive benefits package including:
  • Medical, dental, and vision coverage
  • 401(k) retirement plan with employer match
  • Financial wellness programs
  • Generous paid time off including vacation, sick leave, holidays, parental leave, and volunteer days
  • Flexible work arrangements including hybrid or remote options and flexible hours
  • Performance-based discretionary bonuses
  • Professional development opportunities such as tuition reimbursement, certifications, and mentorship
  • Career growth and internal mobility opportunities
  • Inclusive and supportive workplace culture with diversity, equity, and inclusion initiatives

Location

• United States

This role supports remote work and requires the ability to travel to client sites as needed.