Lead Financial Accountant

2 weeks ago


San Francisco, California, United States Karat Financial Full time

Position Overview:
We are seeking a dedicated Senior Accountant to join our Finance team at Karat Financial. This role is essential for managing and executing our key financial reporting and treasury functions.

Key Responsibilities:
- Ensure accurate and timely monthly closing of financial records using Quickbooks, preparing comprehensive financial packages for leadership, including balance sheets, income statements, cash flow statements, and operational metrics.
- Oversee payroll and accounts payable processes.
- Review monthly accruals, along with monthly and quarterly financial reporting and cash projections.
- Manage compliance with local, state, and federal reporting requirements, including relevant tax filings.
- Maintain accounting records and reports in accordance with applicable policies and procedures, ensuring accuracy and timeliness.
- Collaborate with the Strategic Finance team to develop recommendations for product and cost optimization strategies.
- Support the Capital Markets team in investor relations and capital raising initiatives.

Qualifications:
- Bachelor's degree in finance or accounting, along with a CPA certification.
- A minimum of 5 years of corporate accounting experience; experience in fintech and auditing is advantageous.
- Strong technical accounting skills, with up-to-date knowledge of regulations and compliance issues.
- Detail-oriented with excellent analytical, planning, and reporting abilities.
- Proficiency in Quickbooks and Excel/Google Spreadsheet modeling.
- Strong communication and presentation skills.
- A sense of ownership and responsibility towards problem-solving and solutions.
- Interest or experience in the creator economy is a plus.

About Karat Financial:
Karat Financial is committed to providing better financial services tailored for creators.



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