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Staff Accountant

Roles & Responsibilities

  • Bachelor's degree in Accounting or related field
  • 3–5 years of relevant accounting experience (public/private mix preferred)
  • Strong understanding of GAAP and experience with ERP systems
  • CPA or CPA-eligible (or actively pursuing certification)

Requirements:

  • Assist with month-end, quarter-end, and year-end close processes, including workpaper preparation and support
  • Reconcile bank, credit card, and other balance sheet accounts
  • Analyze financial data and budget variances; prepare and maintain financial statements
  • Assist with accounts payable and accounts receivable processes as needed

Job description


Job Title: Staff Accountant (Mid-level)


We’ve been forging digital transformation through the lens of Salesforce for 20+ years for 3,000+ customers across the globe. We are a Summit status, Marketing Cloud Full Stack Partner. We are a cross-cloud shop with an emphasis on Agentforce, Data Cloud, Loyalty Cloud Personalization, Intelligence, Marketing Cloud Engagement, Service Cloud, and Sales Cloud.


We accomplish incredible digital transformation for our customers with incredible people. We’ve always held to the fact that talent trumps location, but culture trumps talent. We care about our people and we care about our customers. 


About the Role: 


We are seeking a detail-oriented and motivated Staff Accountant to join our accounting team. This role will support core accounting functions, ensure accurate financial reporting, and contribute to process improvements. The ideal candidate is hands-on, organized, and comfortable working in a fast-paced environment.


Duties & Responsibilities: 


  • Assist with month-end, quarter-end, and year-end close processes, including workpaper preparation and support

  • Reconcile bank, credit card, and other balance sheet accounts

  • Analyze financial data and budget variances 

  • Support preparation of financial statements 

  • Assist with accounts payable and accounts receivable processes as needed

  • Partner cross-functionally to gather financial data and resolve discrepancies

  • Prepare and maintain  documentation in support of internal and external audit requests

  • Prepare and maintain general ledger, including journal entry preparation and posting

  • Identify opportunities for process improvements and increased efficiency

  • Ensure compliance with company policies and accounting standards




Education & Experience Requirements: 


  • Bachelor’s degree in Accounting, or a related field

  • 3–5 years of relevant accounting experience (public/private mix preferred)

  • Strong understanding of GAAP

  • Experience with ERP systems 

  • Proficiency in Microsoft Excel (i.e. pivot tables, VLOOKUPs, etc.)

  • Strong attention to detail and organizational skills

  • Ability to manage multiple priorities and meet deadlines

  • Excellent analytical and problem-solving skills

Preferred Qualifications

  • CPA or CPA-eligible (or actively pursuing certification)

  • Experience in tech industry professional services environment

  • Exposure to financial reporting and audit processes


Knowledge, Skills and Abilities: 


  • Accountability and ownership

  • Strong communication and collaboration skills

  • Continuous improvement mindset

  • Adaptability in a changing environment


What We Offer: 

  • Competitive salary and performance-based incentives

  • Comprehensive benefits package, including health, dental, and vision insurance

  • Opportunities for professional development and career growth

  • A collaborative and inclusive work environment

Why You Should Join Us: 

  • 100% CEO approval on Glassdoor

  • Small but mighty team of ~150 Engagers 

  • Values that drive us: Be Great at What You Do, Be Growth Oriented, Be a Team Player, Own It

  • Currently 100% remote work arrangements (minimal travel may be required per client need)

If you’re interested, so are we! Send your resume our way, and we’ll contact you for a phone interview if you meet qualifications. 

We are an equal opportunity employer and love diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.




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