Senior Accountant

The Senior Accountant plays a critical role in the continued growth and operational excellence of IntelliShift. Reporting to the Senior Director of Finance, this position is responsible for ensuring timely, accurate, and compliant financial reporting while driving efficiency and consistency in accounting operations.

This individual will be hands-on in managing the month-end close, maintaining reconciliations, supporting audits, and ensuring the integrity of revenue and expense accounting. The role partners closely with both the FP&A function (led by the Senior Financial Analyst, FP&A) and the broader Finance and Operations teams to ensure seamless alignment between accounting results and forecast performance.

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.
• Reconcile key balance sheet accounts, including cash, accounts payable, accounts receivable, inventory, deferred revenue, and accrued expenses.
• Perform variance analyses and assist FP&A in explaining differences between actual results and forecasts.
• Support consolidation and intercompany accounting, including elimination entries and reconciliations.
• Maintain documentation and schedules supporting audit readiness and management reporting.

Audit and Compliance

• Coordinate with external auditors for annual audits and interim reviews, ensuring all requests and schedules are completed accurately and on time.
• Prepare audit schedules and supporting documentation for key accounts such as revenue, AR, AP, deferred revenue, and payroll accruals.
• Assist in maintaining and improving internal controls over financial reporting, particularly around revenue recognition, capitalization, and expense management.

Revenue Recognition (ASC 606)

• Assist the Senior Director of Finance in ensuring accurate revenue recognition under ASC 606, including multi-element and subscription-based arrangements.
• Maintain and reconcile deferred revenue balances monthly, ensuring alignment with billing and contract terms
• Collaborate with Sales, CX, and Billing to ensure proper item setup, price book maintenance, and compliance with deal desk guidelines.
• Prepare supporting schedules for revenue reporting, including backlog, churn, and NRR.

Cash Management, Accounts Payable, & Accounts Receivable

• Own the accounts payable process, including vendor onboarding, invoice coding, approval workflows, and payment processing in Bill.com or similar systems.
• Manage employee T&E reimbursements and ensure compliance with expense policies.
• Support cash management and bank reconciliations, partnering with FP&A on cash forecasting.
• Oversee accounts receivable and collections follow-up to improve cash flow and reduce DSO.
• Assist with weekly cash flow reporting and variance analysis.

Tax Compliance

• Ensure compliance with multi-state tax requirements and nexus rules for sales and use taxes.
• Manage state sales tax filings and reporting through Avalara or equivalent integrations.
• Assist with income and franchise tax filings by coordinating with external tax advisors and preparing supporting schedules.
• Maintain up-to-date knowledge of tax regulations relevant to the company’s multi-state footprint.

Budgeting and Forecasting Support

• Collaborate with the Senior Financial Analyst, FP&A to align actuals with forecasts and budgets.
• Provide data integrity checks and reconciliations between the general ledger and forecast models.
• Support the preparation of departmental expense analyses and variance explanations.
• Participate in the annual budget process, ensuring accounting data feeds accurately into forecast assumptions.

System Optimization and Process Improvements

• Leverage Sage Intacct automation features and integrations (Salesforce, Genesis, Bill.com, Ramp, Versapay) to streamline data flows.
• Proactively identify and implement process improvements to shorten the close timeline and increase data accuracy.
• Assist in the rollout and documentation of new accounting workflows related to new products or pricing models.
• Contribute to system testing, training, and adoption as part of continuous finance system optimization initiatives.

Collaboration and Communication

• Serve as a liaison between Accounting, FP&A, and Operations to ensure accurate and timely sharing of financial data.
• Support financial reviews by providing clear documentation, reconciliations, and variance narratives.
• Assist the Senior Director and VP of Finance in preparing materials f