Accountant/AR/AP - Urgent Need (Onsite)

Job Description

This role supports day-to-day accounting, billing, accounts receivable, AP processing, and close activities. It involves working across multiple systems such as QuickBooks, Maxio, Salesforce, JPMorgan, and SharePoint.

Key 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) as part of transition readiness

• Aid with annual property tax, 1099s, and verification activities as needed

• Record and support close entries, including:

  • Deferred revenue
  • Royalties
  • Prepaids and amortization
  • Commissions
  • System load entries

• Assist with day-1 flash reporting and post-close support

• Ensure documentation is saved and maintained in SharePoint and close support folders

• Work across multiple finance and operations systems, including:

  • QuickBooks (US & Canada)
  • Maxio
  • Salesforce
  • JPMorgan banking tools
  • SharePoint

Required Skills & Experience

• 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)

Preferred 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 is a plus

Success in This Role Looks Like

• Accurate and timely invoicing and cash application

• Minimal AR backlog and responsive customer communication

• Clean bank reconciliations and reliable reporting