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Staff Accountant II

Skills
Accounting StandardsCorporate AccountingFinancial AccountingFinancial StatementsMonth-End Close ProcessQuickbooks Online
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Possess a minimum of 4 years of experience in an accounting or finance role, with prior exposure to the insurance or technology sectors considered advantageous
  • Demonstrated proficiency in cash management, corporate finance, and accounting principles
  • A structured thinker and effective communicator who can break down complex, cross-functional problems, articulate solutions clearly, and foster understanding across teams
  • Exceptional attention to detail, with a passion for scrutinizing data to identify subtle issues
  • Ability to interact and collaborate with external finance partners, including external auditors, tax preparers, and software vendors
  • Process-driven mindset, with an enthusiasm for refining, documenting, and scaling new processes
  • Knowledge of accounting standards and familiarity with accounting software, with experience in QuickBooks/QuickBooks Online being a plus
  • Prior experience in business process mapping and management is advantageous

Nice to have

  • Familiarity with standard banking and payments infrastructure
  • Proficiency with reporting tools such as Tableau
  • Team player
  • Mission-driven
  • Curious
  • Humility
  • Assume best intentions
  • Compassionate candor
  • Flexible
  • Resilient
  • Bias for action
  • Intelligent risk-taking
  • Follow through on commitments

Day to day

  • Assist in managing Sana's financial transactions, including billing customers, rectifying errors, and ensuring accurate and timely cash flow management
  • Collaborate on the development of comprehensive process documentation outlining the structure and execution of Sana's financial processes
  • Track, categorize, and reconcile payment flows at scale
  • Contribute to the monthly accounting process for Sana's subsidiary, encompassing the close process and the production of financial reports with variance analysis
  • Collaborate cross-functionally with our Product and Engineering teams to innovate and implement new processes and systems that enhance Sana's ability to manage customer funds efficiently