Accounting Manager

Individual must be in the Charlotte, NC area and be able to work in office on a Hybrid schedule. 

Position Overview:

The Accounting Manager is responsible for overseeing the company’s day-to-day accounting operations and ensuring the accuracy, integrity, and timeliness of financial information. This role will have a strong focus on revenue recognition, accounts receivable, sales tax compliance, month-end close, financial reporting, reconciliations, and internal controls.

The Accounting Manager will work closely with the CFO and cross-functional leaders to ensure accounting practices are aligned with GAAP, company policies, and applicable federal, state, and local requirements. The ideal candidate will have strong technical accounting skills, hands-on experience with revenue recognition and multi-state sales tax, and the ability to identify opportunities to improve accounting processes and systems.

Experience working within a SaaS, technology, subscription-based, or other recurring-revenue business model is strongly desired.

What You’ll Do: Responsibilities

Revenue Recognition & Accounts Receivable

• Own and oversee the company's revenue recognition processes, ensuring revenue is recorded accurately and in accordance with GAAP and applicable revenue recognition standards.
• Analyze customer contracts, billing arrangements, subscription agreements, and other revenue-generating transactions to determine appropriate revenue recognition treatment.
• Maintain and reconcile deferred revenue, unbilled revenue, accounts receivable, and other revenue-related balance sheet accounts.
• Ensure accurate accounting for recurring, subscription, usage-based, implementation, professional services, and other revenue streams, as applicable.
• Establish and maintain appropriate revenue recognition schedules and supporting documentation.
• Partner with Sales, Operations, and other departments to understand contract terms and ensure accounting treatment is appropriate.
• Identify and resolve revenue discrepancies, billing issues, and other accounting matters impacting revenue.
• Monitor changes in accounting standards and assess their impact on revenue recognition practices.

Multi-State Sales Tax Compliance

• Manage and oversee multi-state sales tax compliance, including sales tax collection, reporting, remittance, and related accounting activities.
• Monitor state and local sales tax requirements and evaluate sales tax nexus and filing obligations.
• Coordinate registrations, returns, payments, exemptions, and documentation across applicable jurisdictions.
• Maintain accurate sales tax records and reconcile sales tax liability accounts.
• Research changes in state and local tax laws and determine their potential impact on the company's products, services, and operations.
• Work with external tax advisors and state/local tax authorities, as needed.
• Assist with sales tax audits and provide supporting documentation and information.
• Develop and maintain processes to ensure accurate and timely sales tax compliance as the company expands into new states and markets.

Month-End & Year-End Close

• Manage and coordinate the month-end and year-end closing processes, ensuring accounting activities are completed accurately and within established deadlines.
• Prepare and review journal entries, reconciliations, accruals, and supporting schedules.
• Ensure revenue, deferred revenue, receivables, payables, and other significant accounts are properly reconciled and recorded.
• Identify opportunities to improve the efficiency, accuracy, and timeliness of the close process.
• Prepare schedules and documentation required for financial reporting and audits.

Tax Compliance

• Coordinate federal, state, and local tax compliance activities in partnership with the VP of Finance and external tax advisors.
• Ensure accurate accounting and reporting for applicable taxes, including sales and use taxes.
• Maintain organized and accurate tax records and supporting documentation.
• Assist with tax audits and requests for information from taxing authorities.
• Monitor relevant changes in tax laws and regulations and communicate potential impacts to the VP of Finance.

Cash Management & Billing

• Monitor cash receipts and disbursements and assist with maintaining appropriate cash flow.
• Oversee the accounting and reconciliation of cash receipts, banking activity, and other cash transactions.
• Oversee customer billing processes and ensure invoices are accurate and issued timely.
• Monitor accounts receivable aging and assist with collection efforts as needed.
• Review and reconcile customer invoicing and payment activity.
• Assist with vendor payment processing and reconciliation activities.

Internal Controls & Audit

• Maintain and strengthen internal accounting controls to safeguard company assets and ensure the reliability of financial information.
• Identify control weaknesses and recommend corrective actions.
• Ensure accounting policies and procedures are consistently followed.
• Support internal and external audits by preparing schedules, reconciliations, documentation, and responses to audit requests.
• Maintain appropriate documentation to support significant accounting judgments and transactions.

Financial Analysis & Business Partnership

• Analyze revenue, expenses, margins, cash flow, and other financial metrics to identify trends and opportunities.
• Provide meaningful financial insights to the VP of Finance and business leaders.
• Assist with budgeting, forecasting, and financial planning activities.
• Prepare ad hoc financial reports and analyses to support business decisions.
• Partner with operational and commercial teams to improve financial visibility and decision-making.

Process Improvement & Systems

• Identify opportunities to automate, streamline, and improve accounting processes.
• Develop and implement accounting procedures that improve accuracy, efficiency, and scalability.
• Evaluate accounting workflows and recommend improvements to systems and processes.
• Assist with implementation and optimization of accounting, billing, tax, and financial systems.
• Maintain accurate and well-documented accounting procedures.
• Support the continued development of scalable accounting processes as the company grows.

Leadership & Collaboration

• Provide guidance and support to accounting team members, as applicable.
• Review accounting work for accuracy and completeness.
• Establish priorities and deadlines to ensure timely completion of accounting activities.
• Collaborate effectively with Finance, Sales, Operations, HR, and other departments.
• Serve as a subject matter resource for accounting, revenue recognition, and sales tax matters.

Other duties as assigned.

Education:

•  Bachelor’s degree in Accounting, Finance or related field (CPA or CFA preferred)

Experience:

• 5+ years of progressive accounting experience, with experience managing or overseeing significant accounting functions.
• Strong hands-on experience with revenue recognition is required.
• Strong multi-state sales tax experience is required, including knowledge of sales tax nexus, registrations, filings, reconciliations, and compliance.
• Experience with month-end and year-end close processes and preparation of financial statements.
• Experience with account reconciliations, general ledger accounting, accounts receivable, and financial reporting.
• Experience interpreting contracts and determining appropriate accounting treatment strongly preferred.
• Experience working for a SaaS, technology, subscription-based, or recurring-revenue company is strongly desired.
• Experience working with external auditors and tax advisors preferred.
• Experience with accounting system implementation, automation, or process improvement preferred.

Skills:

• Strong knowledge of GAAP and revenue recognition principles.
• Strong understanding of multi-state sales and use tax requirements and nexus considerations.
• Strong technical accounting and analytical skills.
• Strong understanding of financial statements and general ledger accounting.
• Advanced Excel skills and proficiency with accounting and financial systems.
• Experience with NetSuite or other ERP/accounting platforms preferred.
• Ability to analyze complex transactions and identify appropriate accounting treatment.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time-management skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to work effectively with both accounting and non-accounting stakeholders.
• Independent critical thinking and creative problem-solving skills.
• Ability to maintain confidentiality and exercise sound professional judgment.