Senior Accountant - IntelliShift

We’re IntelliShift, a rapidly growing B2B SaaS company with 20 years of expertise in fleet management technology. IntelliShift is the fleet intelligence platform for safety and operations teams, and we empower construction, utilities, field services, and last mile delivery businesses to make the intelligent shift from siloed data using point solutions, to one simple, powerful platform. IntelliShift provides these customers with a level of insight they’ve never had before to improve safety, establish next generation operational efficiency, and make intelligent decisions. Our consistent, organic growth plus a recent $70M investment has accelerated the expansion of our fantastic team and we are currently seeking to add a detail-oriented Senior Accountant to the team at our headquarters in Commack, NY.

What you will do:

Financial Reporting

• Prepare monthly, quarterly, and annual financial statements in compliance with US GAAP.
• Ensure the timely and accurate closing of accounting periods in Sage Intacct.
• Perform variance analysis and explain differences between actual and forecasted financials.
• Reconcile complex accounts, including revenue recognition, deferred revenue, and subscription billing.
• Assist with consolidations and intercompany accounting.

 Audit and Compliance

• Coordinate with external auditors for the annual financial statement audit, ensuring that all requests are met timely and accurately.
• Prepare audit schedules, supporting documentation, and financial analyses as required.
• Assist with implementing, maintaining, and monitoring internal controls over financial reporting, particularly around revenue recognition and expense management.

 Revenue Recognition (ASC 606)

• Oversee and ensure proper revenue recognition, especially for subscription-based services and multi-element arrangements, in accordance with ASC 606.
• Manage deferred revenue and work closely with sales, billing, and operations teams to ensure correct revenue treatment.

 Accounts Payable & Accounts Receivable

• Supervise the AP & AR processes, including approvals, vendor management, and payment processing.
• Monitor aged receivables and manage collections efforts for overdue accounts.

 Cash Management

• Assist in treasury management activities, including cash forecasting, investments, and bank reconciliations.

 Tax Compliance

• Ensure compliance with multi-state tax requirements
• Manage state sales and use tax filings and related reporting through an integration with Avalara
• Assist with tax filings, including preparation of requests, support, and other related schedules or information.
• Collaborate with external tax advisors for corporate tax planning and compliance.

 Budgeting and Forecasting

• Assist in the compilation of data and preparation of supporting schedules/analyses for the company’s annual budget and monthly forecasts.
• Work closely with the FP&A team to ensure that financial data is accurately reflected in forecasts.

 System Optimization and Process Improvements

• Maximize the efficiency of Sage Intacct by leveraging automation tools, workflows, and integrations (e.g., with billing platforms or CRMs).
• Drive process improvements to streamline the month-end close process, including automation of manual tasks.
• Collaborate with cross-functional teams to help refine accounting workflows for new products and services.

 Collaboration and Stakeholder Communication

• Collaborate with other relevant departments, to ensure accounting considerations are integrated into business decisions.
• Present financial results and key insights to finance leadership
• Serve as a liaison between the finance team and auditors or regulatory bodies during audits or compliance reviews.
• Provide support and guidance on day-to-day accounting issues and challenges.

What you’ll need to do it:

• BS degree in Accounting, Finance or relevant.
• Thorough knowledge of basic accounting procedures.
• In-depth understanding of US GAAP specifically ASC606.
• Familiarity with financial accounting statements.
• Experience with general ledger functions and the month-end/year-end close process.
• Hands-on experience with accounting software packages. Sage Intacct a huge plus.
• Proficiency in Microsoft Office Suite, including advanced MS excel skills.
• Exceptional analytical and problem-solving skills with keen attention to detail and the ability to translate financial data into actionable insights.
• An owner's mindset, with intellectual curiosity and customer obsession.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Effective communication and interpersonal skills, with the ability to collaborate across departments.

What will make you stand out:

• Experience working at a cloud service provider, with strong familiarity with hardware and software accounting (IaaS/SaaS).
• Supply chain management or procurement experience.
• CPA certification.
• Public accounting experience at a major accounting firm.

The values you’ll live by as part of the team:

• Embrace and Drive Change – remain nimble and forward thinking
• Think Bigger - commit to growing the organization and as an individual
• Execute with Passion and Urgency – bring your “A” game
• Be a Good Human – treat everyone with respect
• Drive Trust and Transparency – open and honest communication always
• Always Put the Customer First – maintain a customer-centric mindset

Compensation & Benefits

We offer competitive compensation, commensurate with experience: $90-100k. We also offer outstanding benefits to simplify the lives of our employees and show them how much we appreciate their contributions. IntelliShift provides a full benefits package including company-subsidized medical, dental, and vision insurance, as well as a 401K with a 4% company contribution. This is a full-time, exempt position requiring an in-office presence at our HQ in Commack, NY.

Click this link to get more information on the company www.IntelliShift.com