Job Description
Workshop is looking for a highly organized, detail-oriented Accounting Manager to help build and scale the financial systems that power our fast-growing SaaS business. As one of the earliest members of the Strategic Finance team, you’ll take ownership of core accounting operations, support compliance and reporting, and partner directly with leadership to ensure the company has the accurate, timely financial insights needed to make great decisions.
This role is ideal for someone who thrives in a dynamic, high-growth environment, loves improving systems and workflows, and is eager to build the accounting foundation for a rapidly scaling organization. You’ll work closely with our Head of Strategic Finance and leadership team while gaining exposure to all facets of the business.
As an Accounting Manager at Workshop, your responsibilities will span four primary areas:
Accounting Operations & Month-End Close- Support and execute the monthly close process with a target 5 day or less cadence.
- Maintain and improve accounting policies and procedures in accordance with GAAP.
- Manage day-to-day accounting functions including AP, AR, payroll processing, expense reimbursements, and collections.
- Own the end-to-end billing and invoicing process, including subscription updates, collections workflows, and maintaining accurate billing system data.
- Prepare journal entries, reconciliations, and supporting documentation.
- Assist with revenue recognition and contract review in accordance with ASC 606.
- Support SaaS financial metrics such as ARR/MRR tracking, deferred revenue, and billings.
- Partner cross-functionally to ensure financial data is complete, accurate, and up-to-date.
- Prepare schedules and documentation for tax filings; coordinate with external accountants and tax partners.
- Support annual and ad-hoc audit requests, including building and maintaining internal controls.
- Maintain accurate equity and cap table data and support equity administration needs.
- Ensure compliance with sales tax requirements; help implement and maintain sales tax tools and processes.
- Maintain clear documentation of all processes, policies, and accounting systems.
- Identify opportunities to streamline workflows and implement automation to support scale.
- Support implementation, optimization, and ongoing maintenance of finance tools (QBO, Brex, Gusto, etc.).
- Improve documentation, process clarity, and system reliability across accounting operations.
- Help build a stable, scalable financial infrastructure that grows with the company.
- Partner with the Head of Strategic Finance on forecasting, budgeting, and variance analysis.
- Prepare materials for internal reporting, board meetings, and investor updates.
- Collaborate with Sales and leadership on cost management, commissions, and contract workflows.
- Support fundraising processes, financial due diligence, and strategic initiatives as needed.
- Have 3–5+ years of accounting or finance experience, ideally in SaaS or high-growth startups.
- Demonstrate strong knowledge of GAAP and familiarity with ASC 606.
- Be highly organized, detail-oriented, and capable of managing multiple workflows simultaneously.
- Be comfortable owning processes end-to-end and rolling up your sleeves to execute them.
- Communicate clearly with both technical and non-technical partners.
- Thrive in a fast-paced, evolving environment where processes are still being built.
- Are a Certified Public Accountant (CPA).
- Have been part of an early-stage finance or operations team.
- Have supported or led a first-year audit.
- Have experience with Brex or other financial operations tools.
About Workshop
Workshop is a fast growing, venture-backed startup based in Omaha, Nebraska and we’re on a mission to create more happy Mondays for employees everywhere. We build software to help internal communications teams create, send, and measure multi-channel, employee-centric campaigns.
Workshop is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), disability, sexual orientation, gender identity, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws. We encourage all qualified individuals to apply.
Top Skills
What We Do
Workshop is a SaaS product that makes meetings more focused and actionable.
