We are seeking a detail-oriented and tech-savvy Accounting Associate to join our growing finance team. This role is ideal for someone with a foundational background in accounting, strong Excel skills, and a desire to grow in a dynamic, tech-forward environment. You’ll play a key role in supporting day-to-day accounting operations and ensuring the accuracy and integrity of our financial data.
Key Responsibilities
- Process Accounts Payable using Bill.com: upload vendor invoices, maintain proper documentation, and ensure W-9s are on file
- Lead the annual 1099 filing process
- Process insurance premium payments for borrowers
- Perform data entry to update and maintain spreadsheets used for tracking key accounting and operational data
- Apply appropriate GL coding to corporate card transactions (Brex) and potentially other journals
- Prepare and maintain balance sheet reconciliations
- Assist with various administrative and operational tasks, including:
- Generating FedEx labels and coordinating with third-party lienholders
- Reviewing and collecting bank wire/ACH instructions
- Updating funding statuses in the origination portal and performing various checks
- Supporting other ad hoc projects across the accounting and operations team
Skills, Knowledge and Expertise
- Associate’s or Bachelor’s degree in Accounting or equivalent work experience (1–3 years)
- Proficient in Excel, including VLOOKUP, XLOOKUP, filtering/sorting, and basic pivot tables; comfortable working with large datasets
- Experience with accounting tools such as Bill.com, QuickBooks Online, and Brex
- Interest or familiarity with AI tools like ChatGPT is a plus
- Strong written and verbal communication skills; highly responsive and organized
- Comfortable using communication and productivity tools such as Slack, Microsoft Teams, Outlook, and Asana
- Detail-oriented with the ability to work independently and manage multiple priorities
- Experience working in a fast-paced startup or fintech environment
- Familiarity with financial services, real estate, or insurance workflows
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided