Accountant/AR/AP - Onsite (Urgent Need)

About the role

The role will support day-to-day accounting, billing, accounts receivable, AP processing, and close activities. This role is highly hands-on and will work across multiple systems (QuickBooks, Maxio, Salesforce, JPMorgan, and SharePoint).

Responsibilities

• Prepare and process monthly and weekly invoicing for subscription and hardware revenue using QuickBooks, Maxio, and Salesforce
• Support new deal invoicing and processing of new opportunities, including transaction configuration in Maxio and alignment with Salesforce data
• Perform manual hardware invoicing and resolve billing exceptions
• Monitor and manage the shared AR inbox, responding to customer inquiries related to invoices, POs, contracts, payment status, and account updates
• Apply customer cash receipts and research discrepancies using QuickBooks and JPMorgan bank data
• Support expired transaction reviews and follow up on unresolved billing or payment issues
• Perform weekly bank reconciliations using QuickBooks and JPMorgan extracts
• Identify and support intra-business unit cash transfers, including researching misdirected payments and coordinating entries
• Track expected customer payments and coordinate with stakeholders on payment timing and resolution
• Prepare and submit monthly sales and operational reports, including:
• Sales reporting
• State sales tax reporting using custom QuickBooks reports and Excel templates
• Support Canada-related reporting activities (sales reporting, deferred revenue schedules, manual billings, and cash application)
• Aid with annual property tax, 1099s, and verification activities as needed
• Assist with day-1 flash reporting and post-close support
• Ensure documentation is saved and maintained in SharePoint and close support folders

Requirements

• 3-5+ years of experience in accounting operations, AR, billing, or finance support
• Hands-on experience with QuickBooks and accounting under US GAAP (required); Maxio and Salesforce experience strongly preferred
• Comfort working in manual, transition-state environments with evolving processes
• Strong attention to detail and ability to manage recurring deadlines (weekly and monthly)
• Solid communication skills for customer, internal, and cross-functional interactions
• Proficiency in Excel and shared documentation tools (SharePoint)

Qualifications

• Bachelor's degree in Accounting and/or CPA
• Experience supporting SaaS or subscription-based revenue models
• Exposure to month-end close in a multi-entity environment
• Experience working with bank reconciliations and cash application
• Background supporting ERP or finance transformation projects