Driven Insights · 5 hours ago
SENIOR ACCOUNTANT
United States
Full-time
Remote
Mid, Senior Level
3+ years expDriven Insights is a company seeking a Senior Accountant/Team Lead who will act as the primary accounting partner for a portfolio of clients, ensuring compliance with GAAP and delivering insightful financial analysis. The role involves managing client relationships, leading a team of accounting professionals, and implementing process improvements to enhance efficiency and accuracy.
AccountingConsultingFinanceFinancial Services
Responsibilities
Ownership of Client Accounting Relationship
Serve as the primary day-to-day accounting contact for a portfolio of clients, developing deep familiarity with each client’s financial operations and accounting data
Be the go-to resource for questions about account balances, transactions, and variances — able to explain the details behind financial results with clarity and accuracy
Support client decision-making by preparing accurate and timely financial information, with guidance and oversight from a Controller
Other key responsibilities include:
Manage revenue cycle (order to cash), including invoicing, collections, and revenue recognition
Oversee expense management process, including coding, approval workflows, and accruals
Lead or support payroll processing, preparing payroll-related journal entries and reconciling payroll activity
Executing the monthly close process: journal entries, reconciliations, supporting schedules, and drafting management reports and KPI summaries
Execution of client compliance
Maintain sound internal controls and process documentation
Oversee compliance with GAAP and relevant regulatory requirements
Prepare compliance-related reports and schedules such as:
Sales tax
Loan covenant calculations
Team Lead Responsibilities:
Lead and mentor a team of five accounting professionals, guiding best practices, career development, and performance management to foster a high-performing, collaborative team environment
Participate as part of the hiring team and help onboard new team members, ensuring they have the tools, resources, and knowledge needed to succeed
Use the Driven Insights Employee Review Program and Career Development Program to provide constructive feedback that supports professional growth and alignment with company goals
Assumes other special activities and responsibilities as required. These include projects such as researching and implementing new technology for internal and customer use, as well as process improvement initiatives
Qualification
Required
Experience successfully revamping accounting processes and technology
Strong with complex revenue recognition (eg: ASC 606 for subscription revenue)
Deep knowledge of complex payroll
Strong QuickBooks Online experience required. Xero, Intacct & NetSuite are a plus to have
Strong understanding of KPIs with track record of using to make quick, informed decisions
Exceptionally strong Google Sheet / Microsoft Excel GAAP-compliant financial modeling skills
Firm grasp on sales tax liability management, including usage of management tool like Avalara
Sound written and verbal communication skills
Proven analytical, problem-solving, critical thinking, decision-making & project management skills
Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses
Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail
Maintain a positive, solutions-focused attitude
Ability to use good judgement and keep client and Driven Insights information confidential
Deliver consistent excellent customer service to internal/external customers, colleagues and management
Experience as lead accountant in rapidly growing firm(s)
Bachelor's Degree in Accounting
Minimum 3-5 years of experience as an Accounting Manager
2+ years of audit work as an auditor in CPA firm
Preferred
Master's in Accounting and/or CPA license preferred
Benefits
Medical, Dental, Vision, Life, and Disability Insurance
Flexible Spending Account
Generous PTO Policy
Permanent Work from Home
Amazing culture & team
Growth opportunities abound – multiple tracks to choose from
Company 401k Contribution
Loads of Tech Gear, including 3 monitors, laptop, etc.
Periodic In-Person Get Together
Company
Driven Insights
Driven Insights is a financial institution that provides accounting solutions, bookkeeping, financial controller and CFO services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ben Robinson
Partner
Dave Robinson
Managing Partner
Company data provided by crunchbase