General Accountant - Onsite (Urgent Need)

Job Title -  Accountant 2, General

Number of Positions - 1

Job Location -  San Diego, California

Duration: 6 Months

Job Description -

Role will support day‑to‑day accounting, billing, accounts receivable, AP processing, and close activities. This role is highly hands-on and will work across multiple systems (QuickBooks, Maxio, Salesforce, JPMorgan, and SharePoint) to ensure timely invoicing, cash application, reconciliations, reporting, and month‑end close support. The role will closely partner with internal stakeholders, GBS, and downstream accounting teams to maintain operational stability.

Key Responsibilities

Revenue, Billing & Accounts Receivable

• Prepare and process  monthly and weekly invoicing for subscription and hardware revenue using  QuickBooks, Maxio, and Salesforce
• Support  new deal invoicing and processing of new opportunities, including transaction configuration in Maxio and alignment with Salesforce data
• Perform  manual hardware invoicing and resolve billing exceptions
• Monitor and manage the shared  AR inbox , responding to customer inquiries related to invoices, POs, contracts, payment status, and account updates
• Apply customer cash receipts and research discrepancies using  QuickBooks and JPMorgan bank data
• Support  expired transaction reviews and follow up on unresolved billing or payment issues

Cash, Banking & Reconciliations

• Perform  weekly bank reconciliations using QuickBooks and JPMorgan extracts
• Identify and support  intra–business unit cash transfers , including researching misdirected payments and coordinating entries
• Track expected customer payments and coordinate with stakeholders on payment timing and resolution

Reporting & Compliance Support

• Prepare and submit  monthly sales and operational reports , including:
  • Sales reporting
  • State sales tax reporting using custom QuickBooks reports and Excel templates
• Support  Canada-related reporting activities (sales reporting, deferred revenue schedules, manual billings, and cash application) as part of transition readiness
• Assist with annual  property tax, 1099s, and verification activities as needed

Month-End Close Support

• Record and support close entries, including:
  • Deferred revenue
  • Royalties
  • Prepaids and amortization
  • Commissions
  • System load entries 
• Assist with  day‑1 flash reporting and post-close support
• Ensure documentation is saved and maintained in SharePoint and close support folders

Systems & Process Support

• Work across multiple finance and operations systems, including:
  • QuickBooks (US & Canada)
  • Maxio
  • Salesforce 
  • JPMorgan banking tools
  • SharePoint 

Required Skills & Experience

• 3–5+ years of experience in  accounting operations, AR, billing, or finance support
• Hands-on experience with  QuickBooks and accounting under US GAAP (required); Maxio and Salesforce experience strongly preferred
• Comfort working in  manual, transition-state environments with evolving processes
• Strong attention to detail and ability to manage recurring deadlines (weekly and monthly)
• Solid communication skills for customer, internal, and cross‑functional interactions
• Proficiency in Excel and shared documentation tools (SharePoint)

Preferred Qualifications

• Bachelors degree in Accounting and/or CPA
  Experience supporting  SaaS or subscription-based revenue models
• Exposure to  month-end close in a multi-entity environment
• Experience working with  bank reconciliations and cash application
• Background supporting ERP or finance transformation projects is a plus

Success in This Role Looks Like

• Accurate and timely invoicing and cash application
• Minimal AR backlog and responsive customer communication
• Clean bank reconciliations and reliable reporting