What are the responsibilities and job description for the Senior Accountant - SaaS / Technology Company $90K-$115K Base | Remote | East Coast position at Daley And Associates, LLC?
Senior Accountant - SaaS / Technology Company
$90K-$115K Base | Remote | East Coast / EST
A growing financial technology and SaaS company is seeking a Senior Accountant to join its accounting team. The company provides a leading CRM software platform serving financial advisors and wealth management firms, with a strong focus on technology, innovation, and AI-driven solutions.
This is a strong opportunity for someone with a public accounting or high-growth technology background who enjoys hands-on accounting, improving processes, and leveraging AI and automation to drive efficiency. The role will work closely with the Senior Manager of Accounting and offer broad exposure across the accounting function within a lean, collaborative team.
Key Responsibilities
If you are interested in learning more, please apply directly to this ad or email Marek at malbiero@daleyaa.com.
$90K-$115K Base | Remote | East Coast / EST
A growing financial technology and SaaS company is seeking a Senior Accountant to join its accounting team. The company provides a leading CRM software platform serving financial advisors and wealth management firms, with a strong focus on technology, innovation, and AI-driven solutions.
This is a strong opportunity for someone with a public accounting or high-growth technology background who enjoys hands-on accounting, improving processes, and leveraging AI and automation to drive efficiency. The role will work closely with the Senior Manager of Accounting and offer broad exposure across the accounting function within a lean, collaborative team.
Key Responsibilities
- Support month-end close, including journal entries, balance sheet reconciliations, variance analysis, and financial reporting
- Manage accounts payable, vendor payments, credit card expenses, reimbursements, and expense management processes
- Oversee accounts receivable activity, including collections, aging analysis, and resolving outstanding customer payments
- Review monthly sales tax filings and support annual audits and tax-related deliverables
- Leverage accounting systems such as Rillet, Anrok, Stripe, and Brex to streamline financial processes and improve reporting accuracy
- Identify opportunities to implement AI, automation, and technology-driven improvements across accounting workflows
- Partner closely with accounting leadership and cross-functional teams on financial operations, process improvements, and special projects
- 3 years of progressive accounting experience, ideally from public accounting, SaaS, or a high-growth technology company
- Bachelor's degree in Accounting or related field required; CPA preferred
- Strong understanding of U.S. GAAP, month-end close, journal entries, financial reporting, and balance sheet reconciliations
- Hands-on experience with accounts payable, accounts receivable, expense management, and general ledger accounting
- Strong technical aptitude and experience working with accounting systems, ERPs, and financial technology platforms
- Demonstrated interest in AI, automation, and using technology to improve accounting efficiency and scalability
- Proactive, detail-oriented self-starter who can work independently, solve problems, and thrive within a lean, fast-paced team
If you are interested in learning more, please apply directly to this ad or email Marek at malbiero@daleyaa.com.
Salary : $90,000 - $115,000