Staff Accountant

New
T
ThanxLoyalty Platform
Remote - United States or CanadaFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
1–3 years
Required Skills
SalesforceMicrosoft ExcelAccountingGoogle Sheets

Requirements

  • 1–3 years of accounting, finance, or related experience.
  • Bachelor’s degree in Accounting, Finance, or a related field.
  • Strong understanding of basic accounting principles (GAAP exposure preferred).
  • Experience supporting AP, AR, or general ledger processes.
  • Experience working with or supporting CRM systems (Salesforce preferred).
  • Proficiency in Excel or Google Sheets (required).
  • Interest in automation, systems, or AI tools to improve workflows.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities and meet deadlines.
  • Clear communication skills and ability to work cross-functionally.

Responsibilities

  • Manage accounts payable processes, including invoice review, coding, and vendor coordination.
  • Support accounts receivable, including billing, payment tracking, and resolving discrepancies.
  • Partner with Finance and GTM teams to support billing and revenue workflows tied to Salesforce.
  • Prepare journal entries and perform account reconciliations.
  • Support and gradually take ownership of portions of the monthly close process.
  • Assist in preparing schedules and documentation for tax filings.
  • Support external audits by organizing records and responding to auditor requests.
  • Identify opportunities to automate workflows and reduce manual processes using tools and AI.
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