Job Title: Senior Accountant

Department: Finance

Reports to: Controller

FLSA Classification: Exempt (Professional)

Career Level: Individual Contributor - Senior

Position Code: SENIORACCNT

Effective Date: 12/19/2025

Job Summary

The Senior Accountant supports comprehensive accounting operations for a fast-paced software technology company by assisting in ongoing accounting processes, contributing to efficient and accurate monthly close procedures, and supporting compliance efforts including audit, tax, and licensing requirements. This role combines technical accounting expertise with process improvement focus to enhance departmental efficiency while working closely with senior finance leadership in a collaborative cross-functional environment.

Essential Functions

The following duties are essential functions of this position. Employees must be able to perform these functions with or without reasonable accommodation:

• Complete monthly, quarterly, and year-end close tasks including creating accurate journal entries and performing detailed account reconciliations in accordance with US GAAP
• Assist in analyzing monthly financial results and presenting insights to the finance team
• Assist in preparation of annual audited financial statements and supporting documentation, ensuring accuracy and compliance with reporting standards
• Investigate complex accounting issues and research technical accounting guidance to ensure all transactions comply with US GAAP requirements
• Assist in the coordination and execution of multi-state tax requirements including obtaining customer exemption certificates, working with external partners for regulatory compliance, and collaborating with external accounting firms for accurate monthly filings
• Partner with external auditors for both UK and US entities, preparing detailed workpapers, coordinating information requests, and ensuring smooth audit processes
• Assist accounting team in partnering with external accounting firms to prepare annual income tax filings and respond proactively to inquiries from tax authorities
• Support in the execution of internal control procedures to ensure compliance with accounting policies and standards
• Perform other tasks and projects to support the finance and accounting department

Additional Responsibilities: Develop working partnerships with internal stakeholders across HR, Finance, Revenue Operations, IT, and Sales teams, identify process improvements that enhance efficiency and add strategic value, contribute to strategic accounting initiatives including systems implementations and automation projects.

Supervisory Responsibilities

Direct Reports: None

Management Duties: Not applicable

Budget Authority: None

Leadership Scope: Senior individual contributor with cross-functional collaboration and process improvement leadership

Required Qualifications

Education:

• Bachelor's degree in Accounting required
• Advanced coursework in intermediate accounting, auditing, or taxation preferred

Experience:

• 3+ years of progressive accounting experience
• Experience with month-end close procedures, financial statement preparation, and US GAAP compliance
• Demonstrated experience with audit support, tax compliance, and regulatory reporting

Skills & Competencies:

• Comprehensive knowledge of US GAAP and financial reporting standards
• Exceptional attention to detail and commitment to delivering accurate, high-quality work under tight deadlines
• Strong analytical and problem-solving abilities for investigating complex accounting issues and technical research
• Excellent written and verbal communication skills for effective collaboration across organizational levels and with external stakeholders
• Proven ability to work cooperatively while building productive relationships with colleagues, management, and external partners
• Self-directed approach with ability to work independently, take initiative, and manage competing priorities with minimal supervision
• Proactive mindset that embraces changing business needs and contributes innovative solutions to emerging challenges
• Comfort with learning new software systems and leveraging technology to improve efficiency

Certifications/Licenses:

• CPA certification preferred or active pursuit of CPA qualification
• Continuing education in accounting standards and professional development

Preferred Qualifications

Education:

• Master's degree in Accounting, Finance, or related field
• Additional certifications in specialized accounting areas or software systems

Experience:

• Public accounting experience with audit, tax, or advisory services background
• Experience in software, technology, or SaaS company environments
• Previous experience with multi-entity accounting, international operations, or complex revenue recognition
• Background in process improvement, system implementations, or accounting automation

Skills:

• Advanced Excel skills including financial modeling, data analysis, and complex formulas
• Experience with accounting software systems including Xero and QuickBooks Online
• Knowledge of ERP systems, financial reporting tools, and business intelligence platforms
• Understanding of software revenue recognition, subscription accounting, or technology industry accounting practices

Physical Demands & Work Environment

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Sitting: Frequently (up to 6+ hours per day) at desk/computer workstation for accounting analysis, financial reporting, and compliance activities
• Standing/Walking: Occasionally (up to 2 hours per day) for meetings, collaboration, and cross-functional interactions
• Lifting: Occasionally lift/carry up to 25 pounds (documents, office supplies, audit materials)
• Vision: Constantly use close vision for detailed accounting work, financial analysis, and regulatory compliance review
• Hearing: Frequently participate in accounting meetings, audit discussions, and cross-functional planning sessions
• Manual Dexterity: Constantly use hands/fingers for detailed accounting work, system operation, and financial documentation
• Communication: Frequently communicate complex accounting information clearly both verbally and in writing to finance team, external auditors, and cross-functional stakeholders

Work Environment:

• Location: Atlanta, Georgia preferred, will consider remote candidates Noise Level: Professional office environment with accounting operations focus and collaborative activities
• Travel Requirements: Less than 10% of time for training, professional development, or audit support
• Schedule: Standard business hours with regular extended hours during month-end close, quarter-end, year-end, and audit periods
• Technology: Advanced use of accounting systems, Excel, ERP platforms, and financial reporting tools

Compliance Statements

ADA Accommodation: Itential is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require accommodation to perform the essential functions of this position, please contact Human Resources to discuss available options.

Equal Opportunity: Itential is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

Employment at Will: Employment with Itential is at-will, meaning either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

Required Skills & Competencies:

Education:

• Bachelor's degree in Accounting required
• Advanced coursework in intermediate accounting, auditing, or taxation preferred
• Experience:
• 3+ years of progressive accounting experience 
• Experience with month-end close procedures, financial statement preparation, and US GAAP compliance
• Demonstrated experience with audit support, tax compliance, and regulatory reporting

Skills & Competencies:

• Comprehensive knowledge of US GAAP and financial reporting standards
• Exceptional attention to detail and commitment to delivering accurate, high-quality work under tight deadlines
• Strong analytical and problem-solving abilities for investigating complex accounting issues and technical research
• Excellent written and verbal communication skills for effective collaboration across organizational levels and with external stakeholders
• Proven ability to work cooperatively while building productive relationships with colleagues, management, and external partners
• Self-directed approach with ability to work independently, take initiative, and manage competing priorities with minimal supervision
• Proactive mindset that embraces changing business needs and contributes innovative solutions to emerging challenges
• Comfort with learning new software systems and leveraging technology to improve efficiency

Certifications/Licenses:

• CPA certification preferred or active pursuit of CPA qualification
• Continuing education in accounting standards and professional development

Preferred Skills & Competencies:

Education:

• Master's degree in Accounting, Finance, or related field
• Additional certifications in specialized accounting areas or software systems

Experience:

• Public accounting experience with audit, tax, or advisory services background
• Experience in software, technology, or SaaS company environments
• Previous experience with multi-entity accounting, international operations, or complex revenue recognition
• Background in process improvement, system implementations, or accounting automation

Skills:

• Advanced Excel skills including financial modeling, data analysis, and complex formulas
• Experience with accounting software systems including Xero and QuickBooks Online
• Knowledge of ERP systems, financial reporting tools, and business intelligence platforms
• Understanding of software revenue recognition, subscription accounting, or technology industry accounting practices