Similar Jobs
Finvisor is a startup-focused, full-service firm that performs accounting, AP/AR, compliance, payroll, forecasting, CFO, and controller services. Our team supports the fastest growing and most exciting startups in the U.S. and around the world. We manage our clients’ financial operations so they can focus on growing their product and business.
This Staff Accountant role supports our Senior Accountant and Controller-level team with day-to-day accounting needs. Some typical tasks include reconciling a client's accounts receivable, coding credit card transactions, and capturing payroll entries for the previous month. This is a fast-paced and dynamic position that involves a high level of cross-functional interaction with our entire team. You would work closely with our accounting, payroll, accounts receivable, and accounts payable team members. The ideal candidate has 2-4 years of accounting experience, and is eager to continue learning under the wing of a more seasoned staff member. This role serves as a stepping stone before reaching the level of Senior Accountant, where larger accounting projects are handled directly with the client.
Responsibilities:
- Prepare invoices and apply payments
- Reconcile A/R & A/P discrepancies
- Other accounting duties/tasks/projects assigned as needed including reconciling bank accounts, fixed asset schedules, convertible notes, equity accounts, etc.
- Problem-solving and contributing to the success of the team
- Investigate and respond to client inquiries, concerns, and issues via phone and e-mail in a timely and courteous manner
Qualifications:
- Associate degree in accounting is preferred
- Minimum 2-4 years of experience performing similar job functions
- Experience with QuickBooks & Xero and other accounting software is a plus
- Proficiency in Google Docs, Google Spreadsheets, and Microsoft Excel
- Ability to work independently and multitask with a can-do attitude
- Ability to manage priorities and workflow
- Good written and verbal communications skills are a must, with an emphasis on clear and sensitive responses to client inquiries and escalations
- Strong desire to tackle new challenges and projects with enthusiasm
- Must be highly motivated, responsible, detail-oriented, and results-driven
Perks
- Salary: $65,000 - $75,000 (adjusted accordingly depending on location)
- Medical/dental/vision insurance, 401K contributions, FSA
- Open vacation policy
- Exciting client base and close company culture
- Fun in-person and virtual team events
Why work at Finvisor?
We have a huge impact. Finvisor is a small company with a big impact. We are positioned as a trusted advisor for our clients, so they come to us for help understanding their financial position and to get guidance on important decisions.
- We love Startups. This isn't your typical accounting job. Every client is different so, every day at Finvisor is a little different. One day you will be working with a startup who is building the next wearable apparel, and the next you might be helping a company with a SaaS based app.
- We care about you. Finvisor works hard to create a positive environment for our employees, and we believe your life outside of work is important too! From an open vacation policy to a simple IRA we contribute to, we provide a culture with perks that support our team.
- We value diversity. Growing and maintaining our inclusive and diverse team matters to us. We are committed to being a company where our employees feel comfortable bringing their authentic selves to work and have the ability to be successful -- every day.
- We are passionate. Finvisor is full of passionate people and we are not one size fits all. Our clients are passionate about what they are building and we are passionate about supporting them.
Finvisor provides equal employment opportunity without regard to an applicant’s race, sex, pregnancy, sexual orientation, gender identity or expression, genetic information, national origin, age, physical or mental disability, medical condition, religion, marital status or veteran status.
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
