• Review project budgets • Provide cost estimates • Prepare invoices • Forecast labor and supply costs • Oversee budget management • Invoicing all vendors and contractors • Oversee billing and collection tasks • Prepare and submit billing packages • Manage billing through platforms such as Textura, GC Pay • Monitor billing accuracy • Attend bi-weekly WIP meetings and monthly AR meetings • Serve as point of contact for general contractors, end users, and internal teams • Research unapplied cash and ensure proper allocation • Prepare and obtain compliance documents • Meet all deadlines for month-end, quarter-end, and year-end processes • Mentor and train new and existing team members • Monitor aging reports to identify past due invoices and make collection calls.

Role Description The Senior Accountant position is responsible for driving operational efficiency in financial reporting and compliance using best practices and automation with ERP/enterprise accounting tools. - Own and support the monthly, quarterly, and annual close process, ensuring timely and accurate reporting. - Prepare and review journal entries, including accruals, amortization, equity-related entries, and intercompany activity. - Prepare GAAP-compliant financial statements and supporting schedules. - Maintain complete documentation and support for all accounting entries and balance sheet accounts. - Prepare, review, and maintain balance sheet reconciliations, identifying and resolving discrepancies. - Review and approve accounts payable expense coding to ensure accurate GL classification, cost center allocation, and timely month-end close. - Manage and maintain the fixed asset ledger, including capitalization, depreciation, and disposals. - Reconcile intercompany transactions and ensure proper eliminations. - Support revenue and deferred revenue accounting, including collaboration with billing and revenue systems (as applicable). - Maintain and update accounting policies and procedures, ensuring alignment with GAAP and company growth. - Assist with external audits, internal audits, and regulatory or compliance requests. - Drive and participate in process improvement initiatives, including system optimization and automation. - Prepare and circulate internal management reports. - Respond to and resolve routine accounting inquiries from internal stakeholders. - Exercise a high degree of integrity, judgment, and confidentiality in all financial reporting. - Perform other duties as needed to support the Finance organization and scaling business needs. Qualifications - Minimum 5 years of progressive general accounting experience, preferably in a software, SaaS, or technology-enabled environment. - Strong knowledge of U.S. GAAP and month-end close best practices. - Hands-on experience with cloud-based ERP systems such as NetSuite (preferred), Sage Intacct, or similar. - Advanced proficiency with Microsoft Excel and comfort working with large data sets. - Strong written and verbal communication skills, with the ability to explain accounting concepts to non-finance partners. - Highly organized, detail-oriented, and able to manage multiple priorities simultaneously. - Proven ability to meet deadlines in a fast-moving environment. - Proactive, adaptable, and open to change and continuous learning. Core Values - People first: We create collaborative and supportive environments by operating with respect and flexibility to promote mental, emotional, and physical health. - Patient focused: We act with swift determination without sacrificing our expectations of quality. - Integrity: We hold ourselves accountable and strive for transparent communication to build trust amongst ourselves and our customers. - Curious: We ask questions and actively listen in order to learn and continuously improve. - Impactful: We take our social responsibility with the seriousness it deserves and hold ourselves to a high standard. Equal Opportunity Employer Velsera is proud to be an equal opportunity employer committed to providing employment opportunity regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, citizenship status, and genetic information.

Role Description White Trillium Engineering is seeking a highly skilled and detail-oriented Certified Public Accountant (CPA) to join our dynamic finance team. As a vital member of our organization, you will play a crucial role in managing and overseeing our accounting operations, ensuring compliance with regulatory standards, and contributing to strategic financial planning. This position offers an excellent opportunity for professionals who are passionate about leveraging their accounting expertise to support business growth, optimize financial performance, and drive operational efficiency. The ideal candidate will have a strong foundation in accounting principles, exceptional analytical skills, and the ability to work collaboratively across departments. At White Trillium Engineering, we value integrity, accuracy, and innovation, and we encourage our CPAs to bring their unique insights to help shape the financial future of our company. If you are proactive, meticulous, and eager to advance your career in a supportive and forward-thinking environment, we invite you to apply for this exciting role. Responsibilities - Prepare and examine financial records, ensuring accuracy and compliance with laws and regulations. - Develop budgets and financial plans in collaboration with management to support business objectives. - Conduct regular audits to verify the accuracy of financial statements and internal controls. - Manage tax filings and ensure timely submission in accordance with federal, state, and local requirements. - Analyze financial data to identify trends, risks, and opportunities for cost reduction and revenue enhancement. - Collaborate with cross-functional teams to provide financial insights and support decision-making processes. - Maintain up-to-date knowledge of accounting standards, tax codes, and best practices to ensure ongoing compliance. Qualifications - Certified Public Accountant (CPA) license in good standing. - Bachelor’s degree in Accounting, Finance, or related field; advanced degree is a plus. - Minimum of 3-5 years of professional accounting experience, preferably in an engineering or technical firm. - Strong proficiency in accounting software and Microsoft Excel. - Excellent understanding of GAAP, tax regulations, and financial reporting standards. - Exceptional analytical skills with a keen attention to detail and accuracy. - Effective communication and interpersonal skills to work collaboratively with various stakeholders.

Title: Senior Staff Accountant Location: Remote Job Description: Location: Remote (Hybrid Eligible, if near a local office) About the Role At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership structure provides clients with expert tax and financial guidance, helping them feel more secure and achieve their long-term goals. Founded 30 years ago by Paul Hood, the company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we’ve modernized our business with technology and operational practices more aligned with SaaS companies than traditional CPA firms. In response to this growth, we are seeking a Senior Staff Accountant to manage a portfolio of client accounts, lead complex accounting projects, and support the professional development of junior staff. The ideal candidate will have a proven track record in financial reporting, client bookkeeping, process improvement, mentoring team members, and managing client expectations with care and professionalism. To do this well, you’ll need to be both technically strong and people-savvy—able to juggle deadlines, provide strategic insights, and lead by example. You’ll also need to be detail-oriented, tech-proficient, and passionate about delivering a consistent, high-quality client experience. What You Will Bring, Do, and Own - Supervise and mentor accounting staff, providing oversight of daily workflows and ensuring deliverables meet internal standards. - Review client financials prepared by team members for accuracy and compliance prior to submission and billing. - Perform advanced accounting work including QBO cleanups, system setups, and complex reconciliations. - Lead and participate in training and onboarding for accounting staff, identifying gaps and building team capability. - Maintain and track client service agreements, ensuring fees and services are properly aligned. - Collaborate in the development and refinement of internal accounting procedures and documentation. - Monitor accounting KPIs, including utilization and realization rates, adjusting workload as needed. - Stay up-to-date on changes to GAAP, tax codes, and industry regulations through professional development. - Participate in recurring team meetings to align on goals, priorities, and process improvements. - Perform other related duties as assigned to support the team and organizational goals. - Experience and Education You Will Need - High school diploma or equivalent required; a bachelor's degree in accounting, finance, or a related discipline is strongly preferred. - Three to five years of accounting experience, QBO experience required, with demonstrated expertise in bookkeeping and financial reporting. Public accounting experience preferred - QBO Level 2 Bookkeeper certification required; must be willing to secure certification within 60 days of employment if not currently certified. - Highly proficient with accounting software, Microsoft Office Suite, and the ability to adapt to new systems quickly. - Exceptional organizational skills, attention to detail, and a proven ability to manage time effectively in a high-paced environment. Who You Are - You are an accounting ninja and possess deep expertise in accounting practices and procedures, with the leadership skills to guide and mentor team members. - You demonstrate exceptional accuracy and crazy attention to detail, effectively managing multiple priorities and consistently meeting deadlines. - You are a strategic thinker, capable of analyzing complex financial data and delivering insightful, data-driven recommendations. - You have strong leadership skills and enjoy mentoring and supporting team members by providing feedback and ensuring high-quality outcomes. - You communicate complex financial information with clarity and impact, ensuring understanding across clients and team members. - You are highly proficient in Microsoft Office Suite, advanced spreadsheets, and accounting software, with the ability to master new systems quickly. - You uphold the highest standards of confidentiality and professionalism in all interactions. - You navigate high-paced, high-pressure situations with confidence, maintaining composure and focus. What’s In It For You You will join a forward-thinking team that is reshaping the future of the tax and accounting industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. You’ll align with an organization that helps its clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most. In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the success of the company. Importantly, you’ll be part of a team that prioritizes trust, collaboration and having fun. We work hard and value rest. In addition, our benefits package includes: + Bonus Opportunity + Stock Options + Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard + Paid parental leave + Comprehensive Employee Benefits Package + 401k Program with Company Matching + Paid Volunteer Days + Educational/Personal Growth Reimbursement EEO and Diversity Statement PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us. At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.