Role Description The Staff Accountant is responsible for billing, maintaining general ledger accounts, and managing accounting receivable companies across PLTFRM. - Recording weekly treasury transactions as assigned - Reconcile bank accounts and credit card statements - Performing monthly billing procedures - Review transactions for accuracy - Investigating and resolving accounting discrepancies - Identify past-due accounts receivable and contact delinquent customers - Record customer payments and transactions accurately - Assist with gathering support for the annual audit - Assist with payroll management (i.e. payroll processing, setting up new employees and state withholding accounts) - Inbox management Qualifications - A degree in Accounting - At least 1-2 years of overall accounting experience - At least 1 year of service business operational accounting experience - Ability to collaborate with a team - Comfortable in a high-growth environment - Strong understanding of services businesses - A passion for leveraging systems and driving process improvements - Experience with full close-cycle accounting - Experience in QBO and related software tools - Strong working knowledge of Excel - High degree of accuracy and attention to detail Requirements - Home/Office environment; utilization of standard work equipment - Minimal travel Benefits - Medical, Dental, Vision - Unlimited PTO - 4% matching 401K - 10% annual bonus incentive Company Description PLTFRM owns a portfolio of retail sales agencies that help the most disruptive D2C brands drive sales at retail. With over $6 billion+ of yearly sales under management, we’ve launched and accelerated the retail journey for brands such as Beats by Dre, Vital Proteins, Harrys, Mr Beast, and numerous other high profile emerging brands. Marketplaces that we specialize in include Walmart, Target, Costco, Best Buy, Amazon, and other online marketplaces.

• Manage Accounts Payable (AP) and Accounts Receivable (AR) processes • Conduct collection calls and follow up on outstanding balances • Assist with month-end close activities to ensure timely and accurate reporting • Prepare and post journal entries • Perform account reconciliations and resolve discrepancies • Maintain accurate financial records and support audit requests as needed • Additional duties as assigned

• Prepare and review annual financial statements for a diverse client portfolio • Prepare income tax returns for companies, trusts, partnerships, and individuals • Prepare and review GST, PAYE, FBT, and other New Zealand tax filings • Ensure compliance with New Zealand accounting standards and tax legislation • Complete year-end adjustments, journals, and reconciliations • Act as a primary point of contact for clients • Build and maintain strong long-term client relationships • Provide proactive accounting, taxation, and business advice • Assist clients with financial management, compliance obligations, and business planning • Identify opportunities to improve client outcomes and business performance • Manage and maintain client accounting records using Xero • Review bookkeeping accuracy and support client system improvements • Assist with onboarding new clients and cloud accounting implementations • Support process improvements and workflow efficiencies across the firm • Review work completed by junior and intermediate accountants • Provide technical guidance and mentoring where required • Ensure work is completed accurately, efficiently, and within deadlines • Contribute to continuous improvement initiatives within the practice

Role Description Within the Accounting function at BenchPrep, you'll play a pivotal role in our finance team. Your focus will be on maintaining accurate financial records, preparing reports, analyzing data, and ensuring regulatory compliance. You'll contribute to budgeting, forecasting, audits, and process improvements, supporting our financial health and strategic decision-making. The ideal candidate has a strong background in accounting, financial analysis, and reporting, along with excellent analytical skills, attention to detail, and the ability to communicate financial information effectively across the organization. Proactivity, problem-solving abilities, and a commitment to continuous improvement are also essential. - Manage accounting function including account reconciliations, journal entries, AR, AP, and Billing - Analysis and review of company expenditures, confirming proper allocation of expenses to the various departments, and reporting to these departments as necessary - Review transactions to ensure accounting treatment is in accordance with GAAP and company policies and procedures - Analyze billing transactions to ensure proper allocation of revenue recognition policies - Review general ledger accounts and making all necessary journal entries including posting monthly, quarterly, and yearly accruals - Assist in building financial statements including balance sheet, income statement, and changes in financial position, as well as budget variance analysis - Assist in the design and preparation of budgets for review by management - Prepare year-end schedules for the annual tax returns - Look for ways to improve upon accounting processes and procedures Qualifications - Bachelor’s degree in accounting; CPA preferred - 3-5 years (Staff Accountant), or 5-8 (Sr Accountant) years in accounting or auditing; public accounting experience preferred - Team player with a positive attitude towards contributing and learning - Thorough knowledge and experience in the areas of financial statement preparation, GAAP, and revenue recognition - Strong verbal/written communication skills - Excellent analytical and problem solving skills - Ability to work well independently and in a team environment - Self starter, quick learner, and ability to multitask on a regular basis - Detail-oriented with excellent organizational skills and deadline driven - Capacity to thrive in a fast-paced environment - Strong sense of ownership on issues and following through to completion - Advanced proficiency with Microsoft Excel - Experience working in accounting systems (NetSuite, Intacct, Quickbooks, etc.) strongly preferred Benefits - Medical and ancillary benefits - Potential for yearly bonus - Stipends for work-from-home expenses - Flexible paid time off (our version of unlimited PTO) - Annual professional development stipend dollars - Competitive base salary Company Description We deliver the most advanced and flexible learning experience for certification, credentialing, test prep, continuing education, and training. Our cloud-based learning platform helps training organizations, associations and the extended enterprise deliver a highly engaging and effective learning experience for individuals looking to advance their careers. We incorporate the latest in learner-centered technology, including personalization, gamification, data science, usability and omni-channel delivery. We’re sitting in a pivotal time in the BenchPrep history. The number of learners on our cloud-based learning platform has reached nearly 11 million as of 2024. We’re committed to helping people learn better, and that starts with our own people. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.