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Staff Accountant (Dublin, CA)

SavvyMoney, Inc.

SavvyMoney, Inc.

Accounting & Finance
Dublin, CA, USA
Posted on Wednesday, May 22, 2024

Staff Accountant (Dublin, CA)

About SavvyMoney

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score, personal finance, and analytics solutions to over 1,100+ bank and credit union partners nationally. SavvyMoney solutions integrate directly with more than 40 digital banking platforms and loan origination systems.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as a

"Top 25 Places to Work in the San Francisco Bay Area" for 2023.

Over the past 3 years SavvyMoney has seen tremendous growth, and we are ramping up our team to capitalize on the opportunity before us.

Our corporate offices are in Dublin, CA and we offer a hybrid work environment with some days at the corporate office and some days working from home.

The Staff Accountant will be responsible for day-to-day functions within the accounting department, with a focus on accounts receivable, client billing, sales tax, collections, and Salesforce commissions.

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 notes
  • Monitoring 30-60-90-day AR aging’s on a regular basis
  • Monitoring accounts over 30 days outstanding, researching ‘why’ and reporting accordingly to appropriate business unit 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.


  • Quickly gain an understanding of our employee commission plans. (Today, <10 commissionable employees)
  • Audit the quarterly sales commission calculation performed by sales operations to ensure the accurate and timely calculation of commission payouts.

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.

Qualifications -

  • BA in Accounting, 2+ years of overall general accounting experience.
  • Knowledge 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 detail
  • An 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 skills
  • Willingness to take on Ad-hoc projects as necessary.

Base Salary

The Annual Base salary for this position will be between $80,000.00 and $90,000.00 based upon experience.

We provide:

  • Equity compensation package + Annual Bonus
  • Vacation/Paid time off
  • Medical, Dental, Vision – 100% premium paid for employee
  • Opportunity for career growth and challenge
  • Beautiful 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