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Lead Financial Analyst

2 months ago

Santa Barbara, California, United States ParentSquare Full time
About Us
ParentSquare is an innovative company based in Santa Barbara, dedicated to transforming communication between schools and families. Our mission is to empower educational institutions to significantly enhance family involvement for every student.

Our flagship products, ParentSquare and RemindHub, cater to over 20 million students, offering comprehensive communication tools such as forms, sign-ups, payments, RSVPs, direct messaging, language translations, and chat functionalities.

Additionally, our free product, Remind Chat, reaches over 80% of K-12 students, providing a secure and user-friendly platform for direct interactions between educators and families. Our latest offering, SmartSites, delivers cutting-edge websites for school districts, improving their online visibility and accessibility.

We are not merely developing a product; we are fostering empowered educators and engaged parents to enhance the educational experience for all students.

Position Overview
The Lead Financial Analyst will play a crucial role within the accounting department, reporting directly to the VP of Accounting. This position entails managing month-end closing activities, preparing journal entries, conducting reconciliations, and performing variance analyses.

Moreover, you will support revenue reconciliation for ParentSquare partnership initiatives, oversee Netsuite and its integration with Maxio, and assist with annual, quarterly, and monthly tax submissions.

Your proficiency in technical accounting research will be essential in collaborating with the VP of Accounting on the implementation of new accounting standards and refining closing processes and policies.


Key Responsibilities:
- Prepare journal entries, perform reconciliations, and conduct variance analysis to ensure precise and timely financial reporting.
- Manage Netsuite and supervise its integration with Maxio, ensuring data accuracy and system efficiency.
- Assist in the preparation of annual, quarterly, and monthly tax submissions, collaborating closely with external tax consultants.
- Support revenue reconciliation for ParentSquare partnership initiatives.
- Conduct research on technical accounting matters, stay informed on new standards (GAAP), and work with the VP of Accounting on their implementation.
- Aid in enhancing month-end closing processes, accounting policies, and procedures to maximize efficiency and effectiveness.

Ideal Candidate Profile:
- Minimum of 5+ years of relevant accounting experience.
- Bachelor's degree in Accounting, Finance, or a related discipline.
- CPA certification preferred, with public accounting experience highly regarded.
- Proficient in Excel/SQL; comfortable handling large datasets.
- Self-motivated individual with strong problem-solving abilities.
- Ability to excel in a dynamic and evolving environment.
- Experience in startups and/or familiarity with Netsuite and Maxio is a plus.

Benefits:
- Comprehensive employer-paid health insurance (including dependent coverage).
- Employer-matched 401K retirement savings plan from day one.
- Paid Parental Leave.
- Stock options.
- Health and wellness reimbursements.
- Increasing PTO each year.
- 16 paid holidays, including your birthday.

As a fully remote team, we ensure you have all the necessary tools and equipment to create a productive home office environment.

We are an equal opportunity employer, and all applicants will be considered for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.