Senior Accountant

The Senior Accountant will help scale Red Oak's accounting function and take ownership of core financial processes as we transition from an outsourced model to a fully in-house operation. This is a high-impact, individual contributor role that touches everything from revenue recognition and general ledger accounting to audit support, reporting, and tax system administration.

This role will partner closely with the Controller, CFO, and cross-functional teams, and play an essential role in building a best-in-class accounting function that supports data-driven decisions and operational excellence.

Core Accounting & Close Execution

• Lead the month-end close process in Sage Intacct with accuracy and reliability

• Prepare and post journal entries and ensure timely reconciliations of key accounts

• Maintain balance sheet integrity and document reconciling items

• Drive consistency and quality across all financial records

Revenue Recognition

• Own SaaS revenue recognition

• Maintain deferred revenue schedules and revenue roll-forwards

• Interpret contracts and billing terms to ensure correct revenue treatment

• Support functional SaaS metrics (ARR, churn, expansion)

Financial Reporting

• Prepare monthly financial statements (P&L, balance sheet, cash flow)

• Partner with Finance and FP&A for variance analysis and insight generation

• Support management reporting and FP&A deliverables

Audit & Compliance

• Prepare PBC schedules and lead accounting workstreams for annual audits

• Coordinate responses with auditors and external advisors

• Document and improve accounting policies and procedures

Avalara & Tax Systems

• Own day-to-day administration of Avalara sales tax system

• Maintain nexus, tax code sets, and filing calendars

• Partner with external tax advisors on questions and filings

Process & Systems Improvement

• Be a Sage Intacct power user and help optimize workflows

• Support integrations across Salesforce, Bill.com, and Ramp

• Identify opportunities to automate, simplify, and strengthen the accounting stack

• Bachelor's degree in Accounting or Finance

• 5+ years of progressive accounting experience

• Strong understanding of GAAP and month-end close processes

• Revenue recognition; ASC 606 knowledge a plus but not required

• Experience preparing financial statements and supporting audits

• Experience administering sales tax systems (Avalara preferred)

• High attention to detail with strong analytical and problem-solving skills

• Ability to operate independently in a fast-paced, scaling environment

• Hands-on Sage Intacct ERP experience highly preferred

• B2B SaaS or technology startup experience

• Experience transitioning accounting from outsourced to in-house

• Experience working with Salesforce, Bill.com, or Ramp

• Public accounting experience as an auditor

• CPA or CPA-eligible

Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of Austin with a minimum of 3 days (Tuesday–Thursday) in the office each week.

This position is NOT eligible for Visa sponsorship.