Senior Accountant - OnePlan Solutions
San Marcos, CA
About the Job
Description
At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management easy and seamless.
We help businesses bridge the gap between strategy and execution by offering features that boost business agility, streamline project management, and optimize resources.
Why are we so awesome? It’s simple: we focus on creating a user experience that makes life easier. We combine powerful analytics with an intuitive interface, helping teams make smarter decisions and crush their strategic goals. Plus, our track record of working with some of the world’s biggest brands shows we’re trusted to deliver results time and time again!
Who You’ll Be Collaborating With
As a Senior Accountant at OnePlan, you’ll work closely with Finance and Operations, and at times work with other internal teams. Your day-to-day will involve managing complex financial processes, preparing key reports, and ensuring the integrity of our financial data for both local and international operations. You will be involved with various accounting functions including key account reconciliations, management reporting, audit workpaper generation and financial analysis.
What You’ll Do at OnePlan
- Month-End and Year-End Close: Assist in the preparation of month-end, quarter-end, and year-end financial close workbooks for multinational entities.
- Income, Sales & Payroll Tax Compliance: Have a thorough understanding of US federal, state, and local tax regulations, managing the preparation and timely filing and the related coordination with third-party providers.
- General Ledger Management: Perform or review account reconciliations, accruals and prepaid journal entries.
- Order to Cash Cycle: Oversee billing, invoice delivery, and reconciliation processes.
- Accounts Payable Management: Post or review vendor bills, verification of timesheets, and billable expense recording.
- Bank Reconciliation: Prepare or review monthly bank reconciliations including credit card transactions.
- Financial Analysis: Analyze financial statements for discrepancies and provide insights to senior management.
- Audit Coordination: Prepare documentation for external auditors and assist in coordinating audits as needed.
- Project Management: Proven ability to handle multiple projects simultaneously.
- Ad-Hoc Projects: Undertake special projects and tasks as required.
Our Ideal Fit
- With at least 7 years of progressive accounting experience, including a strong focus on global accounting and international operations, you'll be ready to hit the ground running.
- You hold a bachelor's degree in accounting or finance and are a certified CPA.
- Strong understanding of US GAAP, accounting principles, practices, and standards is essential for success in this role.
- You’re proficient in Excel and have advanced skills in accounting software, with QuickBooks experience being a must.
- You know how to work with large data sets and can navigate databases with ease.
- Equipped with strong analytical skills, you're able to interpret financial data and offer actionable insights.
- You’re an excellent communicator, both in writing and speaking, and enjoy collaborating with cross-functional teams.
- A proactive attitude and a willingness to take on more responsibilities are key traits you bring to the table.
- You thrive in fast-paced, dynamic environments, and can manage multiple projects at once without missing a beat.
More Reasons Why You Should Apply!
- We’re remote-first and have team members across Canada, the United States, the UK, and India!
- In 2019, 2020, 2021, and 2022, we were awarded the Global Microsoft Partner of the Year for Project and Portfolio Management, demonstrating breakthrough customer impact and solution innovation.
- OnePlan has been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
- We offer comprehensive Medical Dental benefits and many more insurance types.
- Employer RRSP and 401K matching programs.
- We’re committed to building a fun, collaborative, and diverse environment. We regularly host health and seasonal team challenges to keep things light and enjoyable.
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
At OnePlan we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
Upon receipt of an offer letter, candidates will be subject to a standard background check process.
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
Source : OnePlan Solutions