Senior Accountant @ Uplinq | Jobright.ai
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Senior Accountant jobs in San Francisco, CA
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Uplinq · 1 day ago

Senior Accountant

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AccountingBusiness Intelligence

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Responsibilities

Enhance the efficiency and accuracy of our bookkeeping operations
Managing comprehensive accounting tasks
Ensuring seamless operations through close interactions with both internal stakeholders and clients
Configuring and optimizing setups for Uplinq’s bookkeeping services
Completing monthly and quarterly reviews and closes
Troubleshoot any accounting issue that may arise
Handling complex catch-up and clean-up projects efficiently
Engaging effectively with high-value clients to optimize their account setups
Leading and supporting a team in bookkeeping tasks
Leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation
Transitioning companies to maintenance bookkeeping
Excelling in communication to convey and explain intricate accounting data to clients
Completing month-end and year-end close process to ensure timely close of financial statements
Driving continuous improvement in Uplinq’s automated bookkeeping systems
Contributing to our business intelligence solutions
Design and implement comprehensive setups for new clients
Lead troubleshooting initiatives within QuickBooks Online
Analyze and rectify any bookkeeping issues
Develop strategic action plans for extensive accounting projects
Collaborate on high-level client interactions to refine and tailor accounting services
Mentor and train junior Accounting Specialists

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

AccountingBookkeepingU.S. GAAP complianceQuickBooks OnlineFinancial statement preparationReconciliationsCash accountingAccrual accountingClient engagementContinuous improvement

Required

5+ years in both cash and accrual based accounting, with a preference for those with multi-client experience
Expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance
Adept at configuring and optimizing setups for Uplinq’s bookkeeping services
Completing monthly and quarterly reviews and closes
Troubleshooting any accounting issue that may arise
Robust problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently
Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services
Leads and supports a team in bookkeeping tasks, leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation
Skilled in transitioning companies to maintenance bookkeeping, ensuring a seamless handoff to Accounting Specialists
Excels in communication, able to clearly convey and explain intricate accounting data to clients as needed
Extensive experience completing month-end and year-end close process to ensure timely close of financial statements
Eager to drive continuous improvement in Uplinq’s automated bookkeeping systems and contribute to our business intelligence solutions

Preferred

Bachelor’s degree in business, accounting, or related fields

Benefits

Work-from-home policy

Company

Uplinq

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Saas, Automated Bookkeeping, Financial Intelligence

Funding

Current Stage
Early Stage
Total Funding
$9.72M
Key Investors
AZ-VC
2024-03-14Series Unknown· $2.47M
2022-08-15Seed· $5.6M
2021-10-18Seed· $1.65M

Leadership Team

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Alex Glenn
Co-Founder and CEO
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Ethan Blak
Chief Operating Officer
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Company data provided by crunchbase
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