| Job Description: |
Were looking for talented professionals to join us in bringing smart money management and payment solutions to everyones fingertips.
This position is classified as structured hybrid, with an expectation of a minimum of three (3) days per week working in the office and flexibility to work remotely on the remaining days. On-site expectations may evolve over time to support business needs, with clear communication provided in advance.
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JOB DESCRIPTION
Job Summary
This is a senior, ownership-level accounting role responsible for the full month-end close process, tax season readiness for SBTPG (Santa Barbara Tax Products Group) operations, and revenue-sharing contract management. This position carries process ownership, team mentorship, and cross-functional influence setting standards and policy rather than just executing them, and representing accounting in decisions spanning Finance, Product, and Operations.
Key Responsibilities
Month-End Close & Financial Reporting
- Own end-to-end month-end close activities for assigned areas, ensuring timely and accurate financial reporting and setting the close calendar and quality standards.
- Prepare, post, and approve complex and judgmental journal entries, documenting the technical accounting conclusions supporting them.
- Review work prepared by Senior Accountants, provide technical guidance, and mentor the team on close execution and accounting policy application.
- Review monthly account reconciliations and ensure timely resolution of outstanding items.
- Analyze financial results and investigate significant fluctuations, trends, and variances.
- Serve as a primary point of contact for internal and external auditors, overseeing preparation of supporting schedules and resolving audit inquiries.
- Define and drive process improvement initiatives to streamline the close and improve reporting efficiency, including automation and system enhancements.
Tax Processing Business Support & Tax Season Readiness
- Review transmitter agreements, determine the appropriate accounting treatment, and define the resulting accounting and operational requirements.
- Own annual tax season readiness for accounting, including preparation and maintenance of Transmitter Deal Sheets and alignment of stakeholders on the readiness plan.
- Coordinate with Development teams to ensure accurate system configuration based on contractual terms and business requirements.
- Participate in system testing, review test results, and provide business and accounting approvals prior to production deployment.
- Collaborate with ChRM team to create SBTPG revenue offers and validate testing results in Oracle testing environment.
- Review and validate Refund Transfer fee revenue reconciliations (RVRA) to ensure completeness and accuracy of revenue recognition.
- Lead quarterly loan loss reserve review meetings with senior leadership and business stakeholders to assess taxpayer loan portfolio performance.
- Investigate and resolve settlement clearing account items and other reconciling differences.
- Partner closely with SBTPG Payment Operations and Tax Operations teams to resolve operational and accounting issues.
- Partner closely with Reporting and Data teams to ensure the availability, accuracy, and completeness of operational and financial reports used for accounting.
- Lead the accounting evaluation and implementation of new SBTPG products, programs, and business initiatives, including technical accounting assessments and controls design.
- Establish and maintain accounting policies, process documentation, and operational procedures, and ensure adherence across the team.
Revenue Share Accounting Responsibilities
- Own the contract lifecycle from an accounting perspective, monitoring expirations and advising business partners on the accounting implications of renewals and amendments.
- Own the methodology for calculating revenue-sharing arrangements, review calculations prepared by others, and maintain supporting documentation.
- Initiate and track revenue share claims to ensure timely payment.
- Work with business stakeholders to maintain accurate contract information within ChRM.
Requirements
- 5+ years of progressive accounting experience, including reviewing and mentoring the work of senior-level staff and leading cross-functional initiatives
- Accounting degree; CPA or advanced degree preferred
- Demonstrated ownership of complex technical accounting areas and the ability to influence decisions across Finance, Product, and Operations without direct authority
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