Senior Accountant

Senior Accountant: BusinessLoans.com

Department: Finance and Accounting

Reports to: FP&A Manager

Employment type: Full time

Proposed base salary: $90,000 to $100,000, commensurate with experience

Location: On-site

Position Summary:

BusinessLoans.com is seeking a hands-on Senior Accountant to own day-to-day accounting and the month-end close as the company brings its accounting function in-house. This role will maintain accurate books, strengthen reconciliations and controls, and produce timely financial statements and supporting schedules. The Senior Accountant will work closely with the FP&A Manager and business leaders. The ideal candidate can independently run a complete close, investigate discrepancies across multiple systems, and improve processes in an environment where some workflows are still manual or evolving.

Key Responsibilities:

Month End Close and General Ledger:

• Own the monthly close calendar end to end - journal entries, accruals, prepaids, allocations, deferred items, other activity and evidence of preparation and review.
• Prepare and maintain complete balance sheet reconciliations and supporting schedules.
• Review profit and loss and balance sheet accounts for completeness and proper classification. 
• Prepare monthly financial statements and supporting reports for management review.

Revenue and Reconciliation:

• Reconcile revenue, lender activity, invoices, and cash receipts across QuickBooks Online,Tableau, and supporting workbooks.
• Review detailed reconciliation work prepared by internal or outsourced support and ensure identified exceptions are resolved or clearly documented.
• Investigate discrepancies, coordinate corrections with business and data teams, and maintain support for revenue estimates and lender receivables.
• Partner with FP&A, Analytics, and operational teams to improve reconciliation accuracy, timing, and transparency.

Accounts Payable Accounts Receivable and Cash:

• Oversee vendor setup, W-9 collection, bill coding, approval routing, and accounts payable processing through Bill.com.
• Ensure customer invoices, cash receipts, and bank activity are recorded accurately and timely.
• Maintain accounts receivable and accounts payable aging schedules and support collection and payment escalations.
• Prepare bank and credit card reconciliations and review transaction coding, receipts, and unusual activity.

Controls Compliance and Process Improvement:

• Document accounting policies, reconciliations, standard operating procedures, and control ownership.
• Establish clear preparation, review, approval, and supporting-documentation standards for recurring accounting processes.
• Identify opportunities to reduce manual work and improve the efficiency and accuracy of reconciliations and transaction processing.
• Support external audit, tax, 1099, licensing, and regulatory requests and coordinate required documentation.
• Assist with accounting system, reporting, and workflow improvements while maintaining compliance with GAAP and company policies.

Qualifications:

Required:

• Education: Bachelor’s degree in accounting, finance, or a related field
• Four to six years of progressive, hands-on accounting experience.
• Demonstrated ownership of a complete month-end close and balance sheet reconciliation process.
• Strong knowledge of accrual accounting and U.S. GAAP.
• Advanced proficiency in Microsoft Excel/Google Sheets, experience with accounting software (QBO preferred), and strong analytical skills
• Ability to investigate discrepancies across multiple data sources and communicate findings clearly.
• Strong attention to detail, organization, judgment, and follow-through in a fast-moving environment.

Preferred:

• CPA or CMA certification.
• Experience with Bill.com, ADP, Zoho CRM, Tableau, or similar systems.
• Experience documenting new processes or transitioning accounting activities from an outsourced or shared-services model.