Senior Accountant

Posted 6 Days Ago
Be an Early Applicant
New York City, NY, USA
Hybrid
120K-145K Annually
Senior level
Fintech • Payments • Professional Services • Software • Financial Services
Melio is a B2B payments platform that is building the infrastructure for moving money between businesses.
The Role
Provide hands-on bookkeeping and accounting for a portfolio of US small-business clients using Xero and AI tools. Own reconciliations, AP/AR, month-end close, and financial reporting; serve as a client-facing point of contact. Test and document AI workflows, partner with US leadership to scale best practices, and help define modern, AI-powered bookkeeping standards.
Summary Generated by Built In

Senior Accountant

Location: Hybrid in NYC (3 day in-office requirement)

Qualifications:

  • Proven experience in accounting and bookkeeping for small businesses
  • Solid command of core bookkeeping workflows: reconciliation, AP/AR, month-end close, and financial reporting
  • Familiarity with modern accounting software such as Xero, and a willingness to adopt new tools quickly
  • Understanding of US bookkeeping practices and requirements
  • Experience using AI tools in a professional workflow is a plus — genuine enthusiasm for them is a must

Bonus points:

  • Client-facing experience a strong plus
  • CPA a plus

A day in the life and how you’ll make an impact:

  • Support day-to-day bookkeeping for a portfolio of US-based Xero accounting partners and small business clients, delivering accurate, reliable, and timely work
  • Serve as a trusted point of contact for accountants and clients — responsive, clear, and service-oriented in every interaction
  • Use AI-powered tools throughout your workflow to speed up and improve the quality of your work
  • Test, evaluate, and help refine AI tools — flagging what works, what doesn't, and where the biggest efficiency gains are
  • Document your learnings, workflows, and best practices so other bookkeepers can adopt them and scale what you've built
  • Partner closely with US leadership to shape how AI-powered bookkeeping serves small businesses
  • You are A bookkeeper who genuinely loves bookkeeping — you take pride in clean books and dependable work
  • Service-oriented to the core: you care about clients and it shows in how you communicate and deliver
  • Energized by efficiency: you're always looking for a better, faster, smarter way to work
  • Curious and excited about AI — eager to push the boundaries of what it can do for client service
  • A strong documenter and communicator, comfortable turning what you learn into repeatable processes others can follow
  • Comfortable working hands-on in a fast-moving environment where the playbook is still being written

About the team:

We're looking for an accountant bookkeeper who loves their craft and wants to help define what modern, AI-powered bookkeeping looks like for small businesses. You'll join our team, work closely with US leadership, and help guide US-based accounting firms and clients.

This is a hands-on role at the intersection of client service and innovation. You'll use AI tools every day to deliver faster, higher-quality service — and you'll help refine those tools, documenting what you learn so other bookkeepers across the US can build on your playbook and work more efficiently over time.

You won't just keep books — you'll help invent how books get kept. Your work will directly shape the tools, workflows, and standards that bookkeepers across the US will use to serve small businesses better. If you're excited about pushing the boundaries of what AI can do for client service, we'd love to talk.

About Melio USA: 

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. 
    • The annual base salary range for this position is $120,000-$145,000
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching: Feel the investment of working at a high-growth company.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees. 
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it. 
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week. 
  • Office culture: Thrive in our collaborative offices in New York City in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. 

Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.

Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Skills Required

  • Proven experience in accounting and bookkeeping for small businesses
  • Solid command of reconciliation, accounts payable/accounts receivable, month-end close, and financial reporting
  • Familiarity with modern accounting software such as Xero and willingness to adopt new tools quickly
  • Understanding of US bookkeeping practices and requirements
  • Genuine enthusiasm for AI tools and using them in professional workflows
  • Experience using AI tools in a professional workflow
  • Client-facing experience
  • CPA
  • Hybrid work in New York City (3 days in-office per week)

Melio Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Melio and has not been reviewed or approved by Melio.

  • Healthcare Strength Employer-paid options on select medical, dental, and vision plans, plus disability, life, and pet insurance, indicate robust healthcare coverage. Wellness resources, an EAP, and team fitness programs further strengthen the health offering.
  • Retirement Support Retirement offerings include a 401(k) plan with company contributions and an employee stock purchase plan to support long-term savings. These components add predictable, non-cash value to total compensation.
  • Fair & Transparent Compensation Pay is considered market-competitive across many roles, and sales packages include meaningful on-target earnings alongside base pay. Equity grants are included as part of standard packages, enhancing total compensation for many roles.

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The Company
HQ: New York, NY
580 Employees
Year Founded: 2018

What We Do

When we started Melio, we wanted to totally reinvent the way businesses pay each other. More than an efficient accounts payable tool, we’ve created a digital B2B payment platform that not only saves time but also improves cash flow. With Melio, you choose exactly how you pay and get paid, and stay on top of invoices for good. Every transaction is simple and seamless. We’re proud to help our growing community of businesses spend more time with their customers—and less time with their books.

Why Work With Us

Our culture and people are our top priorities. We champion a team that fosters DEI in all aspects. Our #TeaMelio is made up of hardworking go-getters, and we love to celebrate the successes of our team. and the continued success of our growing company! Melio fosters collaboration and transparency both internally and externally.

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