Accountant

Accountant

This Accountant role focuses on full-cycle accounting with an emphasis on month- and year-end close, financial reporting, and the full accounts receivable process. The position supports accurate general ledger and balance sheet reconciliations, delivers meaningful trend analysis and insights to leadership, and plays a key role in audit support. The Accountant manages credit and collections activities, maintains customer accounts and tax-related documentation, and partners closely with Sales, Customer Service, and Distribution to resolve billing and payment issues. The role also contributes to process improvement, documentation, internal controls, and automation initiatives within a fast-paced, collaborative environment.

Responsibilities

• Manage month-end and year-end close activities, including preparation and posting of journal entries and completion of general ledger and balance sheet reconciliations.
• Prepare and maintain accurate financial reporting, ensuring alignment with GAAP and internal policies.
• Support internal and external audits by providing schedules, documentation, and explanations as needed.
• Perform trend analysis on key financial metrics and provide insights and recommendations to management.
• Own the full accounts receivable cycle, including invoicing, cash application for checks, wires, ACH, and credit card payments, collections, and management of aging reports.
• Lead collections activities by monitoring past-due accounts, following up with customers, and resolving disputes to improve cash flow.
• Evaluate and manage customer credit terms and limits by reviewing payment history and credit reports.
• Maintain accurate customer account records, including resale certificates and tax tables, and ensure compliance with sales tax requirements.
• Administer sales tax and resale certificate processes and ensure proper documentation and reporting.
• Support credit and collections leadership responsibilities, including setting priorities and guiding collection strategies.
• Collaborate with Sales, Customer Service, and Distribution teams to resolve billing, pricing, and payment issues promptly and professionally.
• Work with sales teams and finance to support and understand sales bonus structure mechanics and related accounting.
• Utilize ERP systems and Salesforce portals to manage accounts receivable, customer information, and related financial data.
• Document and improve accounting and AR processes, including creating and updating procedures and internal control documentation.
• Assist in designing and implementing automation initiatives to streamline accounting and AR workflows.
• Ensure compliance with internal controls and contribute to strengthening control environments around AR and general accounting.
• Prioritize workload effectively and manage multiple deadlines in a fast-paced environment while maintaining high accuracy.
• Partner with cross-functional teams to support a customer-centric culture and ensure a positive experience for internal and external stakeholders.

Essential Skills

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of progressive accounting experience.
• Demonstrated experience with month-end and year-end close, including journal entries and general ledger reconciliations.
• Strong knowledge of GAAP and its application in day-to-day accounting and financial reporting.
• Hands-on experience with general accounting functions, including financial statement preparation, bank reconciliations, and reporting.
• Proven experience managing the full accounts receivable cycle, including invoicing, cash application, collections, aging analysis, and dispute resolution.
• Experience with credit and collections leadership, including setting or managing credit terms and leading collection efforts.
• Exposure to sales bonus structure mechanics and related accounting treatment.
• Experience administering sales tax and managing resale certificates.
• Proficiency with ERP systems, with experience in major platforms such as NetSuite, SAP, or Oracle; ability to adapt to internal ERP systems (e.g., VIS/NAV).
• Familiarity with Salesforce portals or similar CRM/portal tools.
• Advanced Microsoft Excel skills, including VLOOKUPs and pivot tables.
• Excellent written and verbal communication skills with a strong customer service orientation.
• Strong time management skills and the ability to prioritize tasks in a fast-paced environment.
• Ability to work effectively both independently and as part of a collaborative team.
• Experience working in a company with at least $50 million in annual revenue or similar scale.
• Background in accounts receivable, general ledger accounting, collections, and financial reporting.

Additional Skills & Qualifications

• Experience working in a privately held company environment.
• Background in industries with similar revenue size and operational complexity.
• Experience with internal controls, process documentation, and control testing.
• Exposure to process improvement and automation initiatives within accounting or AR functions.
• Ability to interpret and apply credit reports and payment histories to set or adjust credit limits.
• Strong analytical skills for trend analysis and providing meaningful insights to management.
• Comfort working with cross-functional teams such as Sales, Customer Service, and Distribution.
• High level of ownership over accounts receivable and cash flow impact.
• Customer-centric mindset with a focus on building and maintaining strong internal and external relationships.

Work Environment

The role is based in a privately held organization with approximately $50 million in annual revenue and operates in a team-oriented, collaborative culture. The work environment emphasizes a team mindset, cross-functional collaboration, and a strong customer-centric approach. The Accountant holds high ownership over the accounts receivable function and has visible impact on cash flow, credit policy, and sales incentives. The position offers a hybrid work schedule, with flexibility to work from home on designated days (for example, certain weekdays) after an initial training period on-site. The environment provides exposure to sales incentives and credit policy, as well as ongoing process improvement opportunities focused on automation and strengthening internal controls. The company offers excellent benefits, supports long-term tenure, and promotes a supportive, collaborative culture where employees work closely with Sales, Customer Service, and Distribution teams using ERP systems and Salesforce portals to manage financial and customer data.

Job Type & Location

This is a Permanent position based out of Carpinteria, CA.

Pay and Benefits

The pay range for this position is $90000.00 - $105000.00/yr. Medical, dental, vision, 401K, holiday, vacation, etc.

Workplace Type

This is a hybrid position in Carpinteria, CA.

Application Deadline

This position is anticipated to close on Jul 14, 2026.