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 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 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 commissions
• Support 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 support
• Other projects as assigned

Qualifications

• 5+ years experience (Minimum 2 years Large Public Accounting experience)
• BA in Accounting (Preferred)
• CPA Preferred
• 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 $110,000.00 and $125,000.00 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

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