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Company | Driven Insights |
Address | Cleveland, OH, United States |
Employment type | FULL_TIME |
Salary | |
Category | Internet Publishing |
Expires | 2023-09-10 |
Posted at | 9 months ago |
Fully Remote, Permanent Work from Home Opportunity
- Generous PTO Policy
- Permanent Work from Home
- Company 401k Contribution
- Growth opportunities abound – multiple tracks to choose from
- Flextime
- Flexible Spending Account
- Medical, Dental, Vision, Life, and Disability Insurance
- Annual In-Person Get Together
- Amazing culture & team
- Loads of Tech Gear, including Meta Quest 2 Virtual Reality headset for team events/games, 3 monitors, laptop, etc.
- Lead accounting aspects of monthly client meetings, provide compelling insights for client business owners
- Meaningfully contribute to or lead strategic projects (eg: due diligence, fundraising requests, financial analysis, software and process improvements that scale with increased transaction volume)
- Responsible for monthly financial close, KPI (key performance indicators) measurement & management/board reporting
- Own sales tax, covenant calculations & sales commissions calculations
- Oversee expense management process
- Manage & leverage accounting technology, such as QuickBooks, Bill.com, Avalara, Divvy and business intelligence/subscription billing tools such as SaaSOptics
- Serve as lead accountant for client businesses
- Own, evolve internal client accounting processes to promote efficiency, ensure data accuracy
- Assist with cash flow projections, budgeting process
- Manage revenue cycle (order to cash)
- Train new accountants on our delivery process
- Oversee compliance with GAAP and relevant regulatory requirements
- Assumes other special activities and responsibilities as required. These include projects such as researching and implementing new technology for internal and customer use, as well as process improvement initiatives.
- Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail
- Ability to use good judgement and keep client and Driven Insights information confidential
- Exceptionally strong Google Sheet / Microsoft Excel GAAP-compliant financial modeling skills
- Deliver consistent excellent customer service to internal/external customers, colleagues and management
- Experience successfully revamping accounting processes and technology
- Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses
- Sound written and verbal communication skills
- Strong QuickBooks Online experience required. Xero, Intacct & NetSuite are a plus to have.
- Proven analytical, problem-solving, critical thinking, decision-making & project management skills
- Maintain a positive, solutions-focused attitude
- Firm grasp on sales tax liability management, including usage of management tool like Avalara
- Strong understanding of KPIs with track record of using to make quick, informed decisions
- Experience as lead accountant in rapidly growing firm(s)
- Bachelor's Degree in Accounting
- 2+ years of audit work as an auditor in CPA firm
- Master’s in Accounting and/or CPA license preferred
- Minimum 3-5 years of experience as an Accounting Manager
- Must constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer.
- Office Environment:
- Must be able to lift laptop and reams of paper
- Infrequent travel (for Annual Get Together)
- Prolonged periods sitting at a desk and working on a computer.
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