Key Responsibilities
- Own and manage the QuickBooks Online environment
- Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting
- Execute the financial separation of consulting business from the main FinTech entity
- Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities
- Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn
- Perform NRR and GRR analysis with clear understanding of what's driving the numbers
- Maintain a live, audit-ready database of all customer contracts
- Ensure billing in QBO matches recognized revenue in our models
- Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions
- Track headcount costs and allocation across R&D, COGS, and OpEx
Requirements
- 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory
- Experience with QuickBooks Online is required
- Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables
- Understanding of Deferred Revenue, revenue recognition principles, and ASC 606
- Strong knowledge of B2B SaaS economics (you know that "Bookings" are not "Revenue")
- Ability to spot when numbers "look wrong" and sanity-check data against business logic
- Comfortable working with ambiguity and turning raw data into boardroom-ready outputs
- High autonomy — can work independently with minimal supervision
- Proficient English (written and verbal)
As Plus
- Big 4 / FDD experience is a strong plus
- Background in Software/SaaS or Fintech is heavily preferred
- Experience with Power Query to clean messy export data is a plus
Our Benefits
- Remote-friendly role, depending on location eligibility
- Long-term employment
- Competitive salary
- Paid vacation and days off on national holidays
- Paid sick leave and internal medical insurance policy
- Mental health coverage
- Compensation for training and additional education
- Community of practice, regular knowledge sharing among colleagues
- Provision of computer equipment if necessary
- Internet compensation (50$ per month)
What We Do
Access Softek’s innovative financial software solutions keep 400+ credit unions and banks ahead of the technological curve. Our Access Digital banking platform delivers the innovative features that users demand, the security that financial institutions need, and the technology needed to compete in today’s market. Fintech innovation is our passion. Our clients are first-to-market with dozens of new features like biometrics banking, wearable apps, passwordless authentication, and real-time mobile deposits. Today, we offer an enterprise suite of cutting-edge digital banking tools: mobile banking platforms, online banking platforms, the best lending apps, account opening software, integrated robo-advisor and automated investment tools, real-time fraud control, conversational banking, video chat, commercial banking, biometric authentication, banking chatbots, data feed, and more. We started out in 1986 as a custom development shop with a focus on financial software solutions. Leading high-tech companies like Microsoft, Apple and Sony partnered with us because of our proven ability to solve complex problems with cutting-edge technology. Today we rank among the top digital banking providers, with offices in Berkeley, New York City, Chicago and Vancouver.
