SavvyMoney
Senior Accountant (Dublin, CA)
SavvyMoney, Dublin, California, United States, 94568
Senior Accountant (Dublin, CA)
About SavvyMoney
SavvyMoney is a leading fintech company based in the San Francisco East Bay, providing integrated credit score and personal finance solutions to over 1,350+ banks, credit unions, and fintech partners nationwide. Our solutions integrate with more than 40 digital banking platforms. Recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" for 2023, and listed as an Inc.5000 Fastest Growing Company, we pride ourselves on innovation and excellence.
**Our corporate office is located in Dublin, CA, and we offer a hybrid work environment, allowing for a balance of weekly in-office collaboration and remote work flexibility.
Over the past 3 years SavvyMoney has seen tremendous growth, and we are ramping up our team to capitalize on the opportunity before us.
The Senior Accountant will be responsible for day-to-day functions within the accounting & FP&A departments, with a focus on accounts receivable, client billing, sales tax, collections, and Partner commissions. In addition, this role will support the Head of FP&A providing both forecasting and data analysis support. The ideal candidate should be extremely skilled with accounting functions, inquisitive, eager to learn, and able to juggle the multiple tasks below:
Responsibilities
Billing Processing & Collections
Processing of monthly AR invoices and credit notesMonitoring 30-60-90-day AR aging's on a regular basisMonitoring accounts over 30 days outstanding, researching 'why' and reporting accordingly to the appropriate business leader.Contacting past due accounts, not just to collect the money, but to investigate "why" and attempt to correct or reconcile the problem.Maintain customer master in NetSuite.Sales Tax
Reconciling Sales Tax Subledger in Avalara to General Ledger.Monitor and correct any variances between Avalara and NetSuite resulting from the invoicing or credit/debit memo cycles.Monitor Sales tax Nexus changes, working with external provider to register & file in new states as required.Maintain Avalara to ensure all tax returns are timely filed.Commissions
Quickly gain an understanding of our partner commission plans.Calculate monthly sales commissionsSupport partner inquiries.General Accounting
Participate in month end close & perform account reconciliations for areas assigned.With guidance, assist in designing, documenting, administering, and implementing process and control procedures, with particular focus on SOX compliance.Perform other tasks as assigned.Financial Planning & Analysis
Support the Head of FP&A by analyzing financial data and providing forecasting supportOther projects as assignedQualifications
5+ years experience (Minimum 2 years Large Public Accounting experience)BA in Accounting (Preferred)CPA PreferredKnowledge of US GAAP, internal controls and financial reporting required.ERP & Systems experience required (preferably NetSuite & Avalara)Strong Excel skills required (e.g. Pivot Table & XLOOKUP experience) and ability to work with large volumes of transactional data.Strong analytical skills, accuracy, and attention to detailAn Innate Process and systems improvement focus; rethinking the status quo for continuous efficiencies.Ability and willingness to meet business critical deadlines.Quick learner, ability to identify and resolve issues.Must be a self-starter and team player and able to work in a fast pace and rapidly changing environment.Ability to effectively interact, verbally and in writing, with peers throughout the company at varying levels.Strong time management and organizational skillsWillingness to take on Ad-hoc projects as necessary.Base Salary
The Annual Base salary for this position will be between $110,000.00 and $125,000.00 based upon experience.
We provide
Equity compensation package + Annual BonusVacation/Paid time offMedical, Dental, Vision - 100% premium paid for employeeOpportunity for career growth and challengeBeautiful California East Bay offices in Dublin, CA
SavvyMoney's EEO Statement
SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer
We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here
About SavvyMoney
SavvyMoney is a leading fintech company based in the San Francisco East Bay, providing integrated credit score and personal finance solutions to over 1,350+ banks, credit unions, and fintech partners nationwide. Our solutions integrate with more than 40 digital banking platforms. Recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" for 2023, and listed as an Inc.5000 Fastest Growing Company, we pride ourselves on innovation and excellence.
**Our corporate office is located in Dublin, CA, and we offer a hybrid work environment, allowing for a balance of weekly in-office collaboration and remote work flexibility.
Over the past 3 years SavvyMoney has seen tremendous growth, and we are ramping up our team to capitalize on the opportunity before us.
The Senior Accountant will be responsible for day-to-day functions within the accounting & FP&A departments, with a focus on accounts receivable, client billing, sales tax, collections, and Partner commissions. In addition, this role will support the Head of FP&A providing both forecasting and data analysis support. The ideal candidate should be extremely skilled with accounting functions, inquisitive, eager to learn, and able to juggle the multiple tasks below:
Responsibilities
Billing Processing & Collections
Processing of monthly AR invoices and credit notesMonitoring 30-60-90-day AR aging's on a regular basisMonitoring accounts over 30 days outstanding, researching 'why' and reporting accordingly to the appropriate business leader.Contacting past due accounts, not just to collect the money, but to investigate "why" and attempt to correct or reconcile the problem.Maintain customer master in NetSuite.Sales Tax
Reconciling Sales Tax Subledger in Avalara to General Ledger.Monitor and correct any variances between Avalara and NetSuite resulting from the invoicing or credit/debit memo cycles.Monitor Sales tax Nexus changes, working with external provider to register & file in new states as required.Maintain Avalara to ensure all tax returns are timely filed.Commissions
Quickly gain an understanding of our partner commission plans.Calculate monthly sales commissionsSupport partner inquiries.General Accounting
Participate in month end close & perform account reconciliations for areas assigned.With guidance, assist in designing, documenting, administering, and implementing process and control procedures, with particular focus on SOX compliance.Perform other tasks as assigned.Financial Planning & Analysis
Support the Head of FP&A by analyzing financial data and providing forecasting supportOther projects as assignedQualifications
5+ years experience (Minimum 2 years Large Public Accounting experience)BA in Accounting (Preferred)CPA PreferredKnowledge of US GAAP, internal controls and financial reporting required.ERP & Systems experience required (preferably NetSuite & Avalara)Strong Excel skills required (e.g. Pivot Table & XLOOKUP experience) and ability to work with large volumes of transactional data.Strong analytical skills, accuracy, and attention to detailAn Innate Process and systems improvement focus; rethinking the status quo for continuous efficiencies.Ability and willingness to meet business critical deadlines.Quick learner, ability to identify and resolve issues.Must be a self-starter and team player and able to work in a fast pace and rapidly changing environment.Ability to effectively interact, verbally and in writing, with peers throughout the company at varying levels.Strong time management and organizational skillsWillingness to take on Ad-hoc projects as necessary.Base Salary
The Annual Base salary for this position will be between $110,000.00 and $125,000.00 based upon experience.
We provide
Equity compensation package + Annual BonusVacation/Paid time offMedical, Dental, Vision - 100% premium paid for employeeOpportunity for career growth and challengeBeautiful California East Bay offices in Dublin, CA
SavvyMoney's EEO Statement
SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer
We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here