Sr. Accountant

Overview

This Senior Accountant role is a broad-based accounting position responsible for month-end close, general ledger accuracy, and reconciliations, along with ownership of the accounts receivable function (invoicing, collections/dunning, customer billing inquiries, and basic sales tax/VAT support) across US and international markets. The position reports to the Controller and works cross-functionally with FP&A, Sales, Customer Success, and outside tax advisors.

Responsibilities

• Support month-end and year-end close, including journal entries, accruals, and account reconciliations
• Maintain general ledger accuracy and integrity; research and resolve variances
• Assist with balance sheet reconciliations and supporting schedules
• Contribute to internal controls, process documentation, and audit support as needed
• Process accounts payable transactions and code/book corporate credit card activity, ensuring accurate and timely posting to the general ledger
• Own the full collections cycle for a portfolio of customer accounts, following a structured dunning cadence (pre-due reminders through escalated past-due follow-up)
• Proactively communicate with customers regarding outstanding balances, payment plans, and disputed charges; partner with Sales and Customer Success to resolve account-level collection issues and escalate at-risk accounts
• Respond to customer requests for W-9s, invoices, statements, tax exemption documentation, RFP requests, and other standard billing information
• Ensure invoices are accurate, timely, and compliant with customer-specific billing requirements (POs, portals, formats) while maintaining accounting and AR workflows
• Track and report AR aging, DSO, and collections metrics on a recurring basis
• Apply working knowledge of US sales/use tax and general familiarity with international VAT concepts to invoicing and customer inquiries; support the accounting team and outside tax advisors
• Perform account reconciliations across multiple accounts and sub-ledgers (including AR) to the general ledger
• Identify opportunities to use automation and AI tools to streamline close, invoicing, dunning, and reporting workflows
• Maintain clear, well-organized documentation of accounting and AR processes
• Conduct preliminary accounting research and diligence

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field (or equivalent practical experience)
• CPA or CPA-eligible a plus but not required; hands-on, detail-level accounting experience is important
• 4+ years of general accounting experience, including month-end close and account reconciliations (ideally at a B2B SaaS or subscription-based company)
• Experience owning or directly supporting an accounts receivable function (invoicing, collections, dunning) is strongly preferred
• Working knowledge of US sales/use tax and general familiarity with VAT concepts; comfortable researching or escalating taxability questions
• Proficient in Microsoft Excel/Google Sheets; experience with an ERP system (Rillet or similar) and a CRM (Salesforce or similar) preferred
• Demonstrated interest in and ability to use AI tools to improve accuracy and efficiency in day-to-day work
• Highly detail-oriented with strong organizational, analytical, and reconciliation skills
• Excellent written and verbal communication skills, including the ability to handle customer conversations professionally
• Comfortable balancing recurring close responsibilities with day-to-day AR ownership in a fast-paced, scaling environment

Preferred Qualifications

• CPA or CPA-eligible
• Experience with Rillet (or similar) and Salesforce (or similar)