General Accountant - Urgent Need (Onsite role)

Job Description

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) to ensure timely invoicing, cash application, reconciliations, reporting, and month-end close support. The role will closely partner with internal stakeholders, GBS, and downstream accounting teams to maintain operational stability.

Key Responsibilities

• Revenue, Billing & Accounts Receivable

  • 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

• Cash, Banking & Reconciliations

  • 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

• Reporting & Compliance Support

  • 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

• Month-End Close Support

  • Record and support close entries, including:
  • Deferred revenue
  • Royalties
  • Prepaids and amortization
  • Commissions
  • System load entries
  • Aid with day-1 flash reporting and post-close support
  • Ensure documentation is saved and maintained in SharePoint and close support folders

• Systems & Process Support

  • Work across multiple finance and operations systems, including:
  • QuickBooks (US & Canada)
  • Maxio
  • 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