Note: The job is a remote job and is open to candidates in USA. WorkBoard is the pioneer in AI-driven strategy execution solutions, empowering enterprises to align, measure, and achieve their most important outcomes. The Senior Accountant will be instrumental in streamlining daily workflows, owning financial tasks, and solving problems that don’t yet have owners.
Responsibilities
- Assist with daily and monthly financial transactions, including AP, AR, payroll support, and expense tracking
- Maintain accurate financial records and support reconciliations
- Help prepare financial reports, dashboards, and support budgeting processes
- Collaborate with external accountants and auditors for tax, reporting, and compliance needs
- Assist with our international entities
- Act as a utility player across internal operations - HR, legal, procurement, facilities, IT- you name it
- Design and improve workflows to make the business more efficient and scalable
- Manage special projects and help implement new tools and systems across teams
- Maintain internal documentation and SOPs; continuously seek optimization opportunities
- Support onboarding and off-boarding processes for employees and vendors
- Step into undefined situations and take ownership of solving them
- Be a liaison between departments to unblock issues and keep things moving
- Drive initiatives that improve team alignment, reduce friction, and save time
Skills
- 5+ years of experience in an operations, finance, accounting, or similar generalist role
- Strong understanding of financial statements and accounting workflows (Sage Intacct, QuickBooks, NetSuite, or similar)
- Comfortable with spreadsheets and data analysis
- Bachelor's degree in Business, Accounting, Finance, or a related field is preferred
- Experience with project management tools a plus
Benefits
- Equity: Standard equity package for the position, offering meaningful upside as we scale
- Remote role, with a premium for Bay Area candidates
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