Staff Accountant - Financial Solutions

Job title Staff Accountant - Financial Solutions

Accounting Manager - Financial Solutions

Job Purpose

Staff Accountants at BELAY play a pivotal role in delivering exceptional service to our Financial Solutions clients. They support multiple client accounts, serve as primary points of contact for day-to-day accounting matters, and participate in regular client and internal meetings.

In addition to performing core accounting functions, Staff Accountants coordinate and oversee the day-to-day work of assigned Bookkeepers to ensure accounting tasks are completed accurately, timely, and in accordance with established processes and client expectations. They review bookkeeping work, monitor workflows and deadlines, resolve routine accounting matters, and escalate complex issues to the appropriate team members.

Duties & Responsibilities

As a BELAY team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.

Client Service & Accounting Operations

• Manage day-to-day accounting activities across assigned client accounts, including accounts payable, accounts receivable, payroll, account reconciliations, sales tax, and cash flow management.
• Complete recurring accounting tasks and support month-end close to ensure accurate, timely, and complete financial records.
• Coordinate accounting deliverables and follow up on outstanding items to meet client deadlines and expectations.
• Communicate with clients regarding routine accounting matters, outstanding information requests, and day-to-day financial operations.
• Participate in client meetings and manage accounting-related email communications on behalf of clients.
• Identify discrepancies and potential accounting issues, resolving routine matters independently and escalating complex issues appropriately.

Bookkeeper Management & Oversight

• Provide day-to-day direction and oversight of assigned Bookkeepers to ensure accounting tasks are completed accurately, consistently, and on schedule.
• Coordinate bookkeeping workflows, monitor deadlines, and follow up on incomplete or overdue deliverables.
• Review bookkeeping work, including transaction coding, account reconciliations, and supporting documentation, to identify errors and items requiring correction.
• Provide routine guidance and constructive feedback to Bookkeepers on accounting procedures, client-specific requirements, and quality standards.
• Reinforce adherence to BELAY standard operating procedures, internal controls, and client-specific accounting processes.
• Identify recurring errors, quality concerns, and workflow challenges, escalating technical issues or performance concerns to the appropriate Senior Accountant, Controller, or Accounting Manager.

Process Improvement & Collaboration

• Identify opportunities to improve accounting workflows, accuracy, and efficiency.
• Follow established procedures and contribute to consistent accounting practices across client accounts.
• Partner with Senior Accountants, Controllers, and Accounting Managers to resolve issues and support quality service delivery.
• Demonstrate accountability, adaptability, and professionalism in all client and internal interactions.

Minimum Qualifications

This role requires a motivated and trustworthy self-starter with strong accounting, communication, and organizational skills who thrives independently and as part of a team. Our ideal Staff Accountant is proactive, detail-oriented, and client-focused, with the ability to manage accounting activities and oversee bookkeeping workflows.

• Bachelor's degree in Accounting, Finance, or a related field.
• 2–4 years of accounting experience, preferably in a client-service or outsourced accounting environment.
• Strong understanding of accounting principles, financial statements, debits and credits, and account reconciliations.
• Experience with recurring accounting activities and month-end close processes.
• Proficiency with QuickBooks Online and familiarity with accounting, payroll, and business management platforms.
• Strong organizational, problem-solving, and time-management skills, with the ability to manage multiple clients and deadlines.
• Ability to review work for accuracy, coordinate workflows, and provide day-to-day direction to Bookkeepers.
• Strong written and verbal communication skills and a professional, client-focused approach.
• Demonstrated accountability, sound judgment, and ability to work independently in a remote environment.

Preferred Qualifications

• Experience coordinating, reviewing, or providing day-to-day guidance to Bookkeepers or other accounting team members.
• Experience supporting multiple clients in an outsourced accounting or professional services environment.
• Experience with inventory, e-commerce, or project- and service-based businesses.
• Experience with financial reporting, cash flow management, or variance analysis.
• Experience with QuickBooks Online, BILL, Gusto, Shopify, Amazon, Cin7, or similar platforms.
• Working toward or planning to pursue a Certified Public Accountant (CPA) license.

Skills & Competencies

• Strong foundational accounting knowledge and attention to detail.
• Ability to review accounting work for accuracy, completeness, and consistency.
• Strong organizational skills and ability to manage multiple client accounts, workflows, and deadlines.
• Ability to provide day-to-day direction and constructive feedback to Bookkeepers.
• Strong problem-solving skills and sound judgment in resolving routine issues and recognizing when escalation is needed.
• Strong client communication and interpersonal skills.
• Ability to follow established accounting procedures, internal controls, and client-specific requirements.
• Demonstrated accountability, ownership, collaboration, and adaptability in a remote environment.

Working Conditions

BELAY offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.

Physical Requirements

This position does not have any physical requirements at this time.

Direct Reports

None

Disclaimer

This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.

Legal Disclosures

Pay Range: $50,000-$65,000 annually

Starting Pay Range: $50,000

Other Types of Pay: None

Health Insurance: Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision. Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.

Retirement Benefits: 401(k) plan through Vanguard, with a 4% employer discretionary match. Employees are eligible after 90 days of employment.

Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.

Paid Holidays: 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee’s choosing).

Paid Sick Leave: Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where BELAY hires. BELAY follows all state specific requirements.

Method of Application: Apply online via the link provided in this posting.

Application Window: The posting will remain open until filled.

Contact Information: Questions regarding this posting may be directed to View email address on aiapply.co. .

EEO Statement: BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.

Location Requirements

This role is remote within the U.S. in Eastern or Central Time Zones. Due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.