In this role, you’ll be an Accounting Jedi of sorts, using the Force to process transactions, keep our systems organized, and performing other accounting-related duties. So, grab your lightsaber—er, calculator—and get ready to fly by the seat of your pants. This role is ever-evolving—just like WebPT—so while you don’t need to be Cirque du Soleil flexible, we may occasionally ask you to do a few cartwheels, or at least try some things outside of your wheelhouse.
At WebPT, we hire the most talented people for our teams, and then give them the freedom to do their jobs. Here, we work hard—but we have lots of fun doing it. So, if you like a cool, collaborative, and challenging work environment, you’ll fit right in.
· Perform accounting and clerical functions.
· Research, track, and resolve accounting problems.
· Issue checks for accounts payable and maintain checkbook records.
· Process daily credit card transactions and email invoices.
· Contact individuals with delinquent accounts and collect balances.
· Conduct SalesForce data entry, and create and complete follow-up tasks.
· Prepare journal entries and account reconciliations.
· Develop processes to improve the business workflow.
· Complete financial forecasts.
· Review financial statement and bank audits.
· Work with other departments to complete expense forecasting and variance analysis.
· Throw business casual to the wind. We want casual-casual. Rock flip-flops and jeans. We don’t care, so long as you do good work and enjoy yourself.
Abilities and Knowledge
- Have a mind for efficiency. We like doing más with menos around here, so while you don’t have to be the next MacGyver, you’ve got to have a knack for using resources creatively.
- Live for numbers. We don’t want a paper-pusher or calculator-button-puncher; we want someone who is passionate about accounting, who loves to crunch numbers and balance the books, and who genuinely cares about the success of this company.
- Be detail-oriented. Know how to soar at 30,000 feet, but also be comfortable diving into the details and getting those hands dirty.
- Talk nerdy to me—er, all of us. Know your stuff and talk about it confidently, accurately, and honestly.
- Rock the mic like a vandal—not just in karaoke, but in all forms of communication (i.e., talk well and write good stuff).
- Mind your Ps and Qs. You’ll be discussing sensitive topics with our customers—over the phone and via email. So, in addition to rock-solid communication skills, you should have poise, empathy, and politeness down pat.
- Love to laugh. If you take yourself too seriously, then avert your eyes from this description now. That being said, you should absolutely take your job seriously.
- Know how to roll up your sleeves. We have a lot of brass tacks here, and we like to get down to ’em.
- Play really nice with others. We’re a tight-knit, highly collaborative team, and we’d like to keep it that way.
- Be organized, ahead of schedule, communicative, and accountable—in short, own your role entirely, while being open to critiques, suggestions, and new ideas.
- Let’s talk culture: energy, integrity, positivity, a hunger for knowledge, and a passion for accounting.
Education and Experience
- Background and/or degree in accounting, finances, business, or a related field
- In-depth knowledge of financial software as well as Microsoft Office (honestly, Excel should get your blood pumpin’)
- SalesForce knowledge (we’re not saying you need to be a full Jedi when it comes to the Force—SalesForce, that is—but basic knowledge is a must)
- Bachelor’s degree in accounting or related field
- Completed the requirements to sit for the CPA exam
- Prior experience with an accounting ERP (Intacct, NetSuite, SAP, etc.)
Additional Aspects of the job
WebPT will make reasonable accommodations to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee will not be exposed to weather conditions, and the noise level is usually moderate.
WebPT will make reasonable accommodations to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may occasionally need to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; or taste or smell. The employee must occasionally lift and/or move up to 25 pounds. This job requires specific vision abilities, including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.