Most Advanced Platform for Third Party Risk and Diligence
Client Management • Vendor Management • Third Party Risk Management • Risk & Compliance • Due Diligence
August 7
🏢 In-office - Bay Area
Most Advanced Platform for Third Party Risk and Diligence
Client Management • Vendor Management • Third Party Risk Management • Risk & Compliance • Due Diligence
• Manage the full cycle of accounts payable, including vendor setup, invoice processing, and vendor payments • Oversee the full cycle of accounts receivable, with a strong understanding of subscription-based invoicing and ASC 606 revenue recognition • Update data for cash flow forecasts and monitor/manage cash flow • Prepare journal entries, reconciliations, flux analysis, and related reporting to ensure accurate and timely month-end close • Assist with special projects as assigned, providing valuable insights and support to various teams • Assist in the analysis of financial data to identify trends, variances, and opportunities for improvement • Assist in the preparation and monitoring of the annual budget and quarterly forecasts • Help maintain and improve internal controls over financial reporting to ensure compliance and accuracy • Assist in coordinating with external auditors and provide necessary documentation and support during audits • Assist in filing various tax returns and ensure compliance with local, state, and federal regulations • Identify opportunities for process improvements and system enhancements to increase efficiency and accuracy in financial reporting • Work closely with other departments, such as Sales, Operations, and HR, to provide financial insights and support decision-making processes
• Bachelor's Degree in Accounting, Finance, or a related field • A Master's degree is a plus • Preferred experience with SaasOptics (Maxio) • Strong technical accounting knowledge, particularly with ASC 606 • Detail-oriented with excellent verbal and written communication skills • Collaborative team player with strong organizational skills and the ability to meet deadlines • Experience with startups, ideally within the Software or SaaS industry is preferred • Strong analytical and problem-solving skills with the ability to interpret financial data • Ability to thrive in a fast-paced, dynamic startup environment and adapt to changing priorities • Experience with accounting software (e.g., QuickBooks, Xero, NetSuite) and advanced proficiency in Excel • CPA or working towards CPA certification is a plus but not required • 2-4 years of accounting experience, preferably in a startup or tech environment
• Competitive salary, performance bonus, and company equity • Comprehensive benefits package including 401K, medical, dental, and vision plans for you and your family • Generous PTO
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