Note: The job is a remote job and is open to candidates in USA. HighLevel is an AI-powered business operating system that supports agencies, entrepreneurs, and SMBs. The Accounting Ops & Technology Manager will oversee accounting operations, drive automation initiatives, and ensure accurate financial reporting while collaborating with cross-functional teams.
Responsibilities
- Own the endorsements process end-to-end, ensuring accuracy, timeliness, and audit readiness
- Drive automation and process improvement initiatives to enhance efficiency and accuracy across accounting operations
- Leverage AI tools, including Anthropic Claude and OpenAI ChatGPT, to create effective prompts, streamline workflows, and support data analysis, reporting, and operational decision-making across fintech and finance functions
- Support month-end, quarter-end, and year-end close processes, including journal entry preparation and posting
- Perform account reconciliations, investigating and resolving discrepancies in a timely manner
- Support cash management, accruals, invoicing, and cost allocations as part of core accounting functions
- Support the audit process by gathering required documentation, preparing audit schedules, and responding to auditor requests
- Collaborate with cross-functional teams to ensure accurate financial reporting and adherence to deadlines
- Act as the FinTech liaison for the Accounting team, supporting systems, tools, and current/future integrations
- Write, build, and optimize NetSuite reports to support accounting and finance visibility
- Administer and monitor FloQast, including task setup, folder locking, and close monitoring
- Support continued optimization of Ramp for expense management and workflow efficiency
- Assist with process documentation and standardization across accounting operations
- Support broader accounting operations and special projects as needed
Skills
- Bachelor's degree in Accounting, Finance, or a related field
- 8+ years of experience in accounting
- Strong understanding of US GAAP and general accounting principles
- Experience working with US and International companies
- Familiarity with AI tools and platforms, including Anthropic Claude and OpenAI ChatGPT
- Proficient in Microsoft Excel and Google Sheets
- Experience with Sage Intaact, NetSuite, including report writing and system navigation
- Strong attention to detail, accuracy, and organizational skills
- Ability to prioritize tasks effectively and meet deadlines in a fast-paced environment
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with vendors and internal stakeholders
- Self-starter who is proactive, takes initiative, and follows through on tasks in a timely manner
- Ability to adapt quickly to changing priorities and a natural curiosity for systems and technology
- Excellent organization and time management skills
- CPA or other relevant certification preferred
- Big 4 public accounting experience preferred
- Familiarity with close management tools (e.g., FloQast) and expense platforms (e.g., Ramp) is a plus
- Experience with process improvement initiatives and automation is a strong plus
Company Overview