Key skills
AISaaSBudgeting
About this role
Role Overview
- Maintain accurate financial records and ensure all transactions are properly recorded
- Process accounts payable and receivable, including invoicing and payments
- Reconcile bank statements and manage general ledger entries
- Maintaining deferred revenue, prepaids, accruals, and depreciation worksheets
- Prepare financial reports and assist with budgeting and forecasting
- Ensure compliance with financial regulations and standards
- Assist with travel bookings, procurement, and office administration
- Support HR-related tasks including hardware asset tracking and benefits administration
- Manage forms and documentation for grant programs, templates, and other projects
- Provide general administrative support across the team as needed
Requirements
- Post-secondary education in Accounting, Finance, or a related field
- 3+ years of experience in bookkeeping, full-cycle accounting, or a similar role
- Solid working knowledge of GAAP
- Proficiency with QuickBooks Online (QBO), Microsoft Office (Excel, Word), and SharePoint
- Experience with month-end close, financial statement preparation, and maintaining organized books
- Familiarity with B2B or SaaS company environments is a strong plus
- Experience with customer billing platforms (HubSpot, Maxio/Chargify, ChargeBee) is an asset
- Pursuing or holding a professional accounting designation (CPA or equivalent) is an asset
- Experience with AI tools in a finance or accounting context is a strong asset
- Highly organized, detail-oriented, and comfortable managing multiple priorities
- Strong communicator who's eager to grow and contribute beyond the job description
- Energized by fast-paced, innovative environments where no two days look the same
Benefits
- Full medical and dental benefits
- Dedication to your growth. We focus on career pathing for every one of our employees and help provide training to advance at every stage of your career.
- Educational allowance for your courses and training.
- Focus on culture. Coffee chats, happy hours, BBQ get together, and more!
- Annual Company Retreat!
- Swag! Because who doesn’t love swag?