Senior Staff Accountant

Overview

This role supports the day-to-day and month-end accounting close for the organization’s payments processing business, and also assists with broader month-end close tasks and reconciliations across the entire business, including activities related to the loan portfolio and other revenue streams.

Responsibilities

• Pull and analyze transactions from a BigQuery database, transform data in Google Sheets/Excel, and import detailed and summarized entries into QuickBooks Online for the payments processing business.
• Calculate, run, and analyze monthly billing for the payments processing business, including:
  • Tracking AR related to billing
  • Ensuring customer payments are drafted timely
  • Entering payments for AR into QuickBooks Online timely for proper review and analysis
• Reconcile payments processing activity by clinic and clinic consolidators on a monthly basis to ensure data integrity; analyze discrepancies and work with Product and Revenue Teams to resolve differences in a timely manner.
• Own a defined set of month-end close tasks against the month-end close calendar, including journal entries, accruals, and other required schedules.
• Support month-end close tasks for the lending business as needed, including journal entries and account reconciliations; serve as a backup for daily and monthly lending reporting when needed.
• Assist in preparing schedules for the annual audit and other financial audits, including locating and providing requested information for auditor testing.
• Complete other special projects as assigned by the Director of Accounting/Controller.

Requirements

• Bachelor’s degree in Accounting or Finance.
• Working knowledge of US GAAP and accrual accounting.
• Hands-on experience with month-end close and balance sheet reconciliations.
• Advanced Excel skills, including lookups, pivot tables, and working with large transaction files.
• Proficiency in Google Workspace, especially Google Sheets, Docs, and Drive.
• High attention to detail.

Preferred Qualifications

• Experience with QuickBooks Online (Advanced preferred), including bulk journal entry and transaction imports through native or third-party import tools.
• Ability to write and run queries in Google BigQuery (or similar SQL tools) to pull, join, and analyze transaction data.
• Experience in payments, merchant services, fintech, or lending.
• Exposure to multi-currency accounting or Canadian operations.
• Experience with a loan servicing platform such as LoanPro.
• Experience in Stripe or related platforms.
• CPA (or progress toward it).

Compensation & Benefits

• Competitive base salary ranging from $120,000 - $130,000 + equity.
• Unlimited PTO.
• Covered healthcare.
• Flex benefits.
• 401(k) matching.
• Cell plan reimbursement.
• Monthly recognition opportunities.
• Continuous learning resources.
• Equity retention program.
• Generous parental leave.

Location

Pasadena, California. Remote work is supported for most roles, with in-person connection available at the Pasadena headquarters (either as a final interview step or during the first week of onboarding).

Equal Opportunity Commitment

The organization is committed to diversity in its workforce and is an equal opportunity employer. Qualified applicants are considered without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.