Accounting Ops & Technology Manager

About us
HighLevel is an AI-powered business operating system that gives agencies, entrepreneurs and SMBs the infrastructure to build, automate and scale. Today, HighLevel supports SMBs across 150+ countries, fueling community-driven growth rooted in real customer outcomes.
To date, businesses operating on HighLevel have generated over $7 billion in ecosystem value, demonstrating the impact of shared infrastructure at scale. By centralizing conversations, automation and intelligence into one system, we help businesses move faster, reduce complexity and execute efficiently.
Behind the platform, HighLevel powers more than 4 billion API hits and 2.5 billion message events daily. With 250 terabytes of distributed data, 250+ microservices and over 1 million domain names supported, our architecture is built for performance, resilience and long-term scalability.
Our people
With over 2,000 team members across 10+ countries, HighLevel operates as a global, remote-first organization built for speed and ownership. We value initiative, clarity and execution, creating space for ambitious people to build systems that support millions of businesses worldwide. Here, innovation thrives, ideas are celebrated and people come first, no matter where they call home.
Our impact
Every month, HighLevel enables more than 1.5 billion messages, 200 million leads and 20 million conversations for the more than 1 million businesses we support. Behind those numbers are real people building independence, expanding opportunity and creating measurable impact. We’re proud to be a part of that.
Learn more about us on our YouTube Channel or Blog Posts 

Who You Are: 

You are a detail-oriented accounting professional with a strong grasp of accounting principles eager to contribute to a growing SaaS company. You excel in fast-paced environments, working closely with accounting teams to support month-end closes, journal entry preparation, account reconciliations, and audits. You're proactive, a strong communicator, and committed to maintaining accurate documentation of processes and controls while seeking ways to improve efficiency and streamline tasks. You thrive in balancing multiple responsibilities and are motivated by opportunities to grow within a dynamic team.

What You’ll Be Doing:

Primary Responsibilities

• Own the endorsements process end-to-end, ensuring accuracy, timeliness, and audit readiness.

• Drive automation and process improvement initiatives to enhance efficiency and accuracy across accounting operations.

• Leverage AI tools, including Anthropic Claude and OpenAI ChatGPT, to create effective prompts, streamline workflows, and support data analysis, reporting, and operational decision-making across fintech and finance functions. 

• Support month-end, quarter-end, and year-end close processes, including journal entry preparation and posting.

• Perform account reconciliations, investigating and resolving discrepancies in a timely manner.

• Support cash management, accruals, invoicing, and cost allocations as part of core accounting functions.

• Support the audit process by gathering required documentation, preparing audit schedules, and responding to auditor requests.

• Collaborate with cross-functional teams to ensure accurate financial reporting and adherence to deadlines.

Secondary Responsibilities (FinTech & Reporting Support)

• Act as the FinTech liaison for the Accounting team, supporting systems, tools, and current/future integrations.

• Write, build, and optimize NetSuite reports to support accounting and finance visibility.

•  Administer and monitor FloQast, including task setup, folder locking, and close monitoring.

• Support continued optimization of Ramp for expense management and workflow efficiency.

• Assist with process documentation and standardization across accounting operations.

• Support broader accounting operations and special projects as needed.

What You’ll Bring:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience / Education / Certifications Required

• Bachelor’s degree in Accounting, Finance, or a related field.

• CPA or other relevant certification preferred

• Big 4 public accounting experience preferred.

• 8+ years of experience in accounting.

• Strong understanding of US GAAP and general accounting principles.

• Experience working with US and International companies.

• Familiarity with AI tools and platforms, including Anthropic Claude and OpenAI ChatGPT.

• Proficient in Microsoft Excel and Google Sheets.

• Experience with Sage Intaact, NetSuite, including report writing and system navigation.

• Familiarity with close management tools (e.g., FloQast) and expense platforms (e.g., Ramp) is a plus.

• Strong attention to detail, accuracy, and organizational skills.

• Ability to prioritize tasks effectively and meet deadlines in a fast-paced environment.

• Excellent communication and interpersonal skills, with the ability to collaborate effectively with vendors and internal stakeholders.

• Experience with process improvement initiatives and automation is a strong plus.

• Self-starter who is proactive, takes initiative, and follows through on tasks in a timely manner.

• Ability to adapt quickly to changing priorities and a natural curiosity for systems and technology.

• Excellent organization and time management skills.

EEO Statement:

The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
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