Lead Financial Analyst

2 weeks 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, are utilized by over 20 million students, providing comprehensive communication tools such as forms, payments, RSVPs, direct messaging, language translations, and more. Our free product, Remind Chat, connects over 80% of K-12 students, facilitating safe and straightforward communication between educators and families. Our latest advancement, SmartSites, delivers cutting-edge websites for school districts, improving their online visibility and accessibility.

We are committed to not just developing a product; we are fostering empowered educators and engaged parents to positively impact all students' lives. We are passionate advocates for our clients and our team members, and we invite you to be part of this exciting journey.

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. Additionally, 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, execute reconciliations, and perform variance analysis to guarantee precise and timely financial reporting.
  • Oversee Netsuite and its integration with Maxio, ensuring data accuracy and system effectiveness.
  • Assist in the preparation of annual, quarterly, and monthly tax submissions, collaborating closely with external tax advisors.
  • Support revenue reconciliation for ParentSquare partnership initiatives.
  • Conduct research on technical accounting matters, remain informed on new standards (GAAP), and work on their implementation with the VP of Accounting.
  • Contribute to the enhancement of 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 experience in public accounting 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 of Joining Our Team:

As our company continues to expand, you will have the opportunity to grow with us. We value work-life balance and offer:
  • Employer-sponsored health insurance (including dependent coverage).
  • An 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. 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.

The salary range for this position is competitive and commensurate with experience.

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