SaaS Bookkeeper and Office Assistant – Virtual

Job Description

We seek a meticulously organized bookkeeper and office manager to join our all-star team supporting a fast-growing US Based SaaS company. You will work independently in a virtual setting while coordinating across departments. This is a mission-critical role demanding sharp business acumen, flawless execution, and insights to help us scale efficiently.

You will own key finance, accounting, payroll, administrative and office functions, emphasizing complex SaaS metrics and models. Duties range from full-cycle bookkeeping, planning and reporting to optimizations, invoicing, customer billing, collections, HR task coordination and more. We provide robust support, but top candidates are proactive self-starters needing little direction.

Key Responsibilities

– Handle full-cycle bookkeeping & office management for a high-growth SaaS firm
– Manage intricate recurring revenue operations, including moving contracts to a new billing system
– Ensure accurate ongoing customer invoicing and prevent billing gaps
– Handle account changes like upgrades/downgrades and mid-cycle prorating
– Prepare accurate customer invoices, manage AR, and aid collections efforts
– Optimize processes to ensure multi-state sales tax compliance
– Analyze and report on SaaS KPIs, create financial reports, manage budgets/plans
– Run and be responsible for payroll, coordinating insurance, 401k, tax compliance, bank reconciliation
– Research laws and processes to ensure legal compliance
– Identify and implement workflow improvements and cost optimizations
– Maintain meticulous financial records and office documentation
– Organize files within OneDrive or Sharepoint
– Respond to employee HR and benefits questions
– Document procedures to train future staff and to cover issues if you need time off
– Confirm understanding of subscription commerce concepts
– Establish healthy relationships with clients
– Implement remote work redundancy for connectivity
– Have contingency plans to meet deadlines
– Use failover equipment/battery backup solutions and internet to ensure availability
– Onboard US based employees with federal and state paperwork

Requirements

– 3+ years bookkeeping, office management, SaaS billing experience
– Bachelor’s degree in business/finance/accounting
– Mastery of QuickBooks and SaaS tools/metrics
– Troubleshoot billing and invoicing system integrations
– Proven ability to self-manage and work independently
– Impeccable integrity and confidentiality
– Make decisions using self-guiding criteria in advance
– Help onboard US based employees with paperwork

Preferred Qualifications

– Experience supporting fast-growing SaaS companies
– Knowledge of SaaS financial planning and modeling
– HR and benefits insurance coordination skills
– 401k or other retirement plans knowledge

To Apply:

Important: This position is for individual applicants only. We do not wish to engage with agencies.

1. Please type ‘Bookkeeper – [Your Name]’ in the email subject line.
2. Provide a link to your current resume.
3. Include a link to your LinkedIn profile.
4. Include a cover letter with your reply, which should also contain answers to the following questions:
— Describe a situation where you effectively managed complex SaaS billing operations, such as mid-cycle billing migrations or prorating.
— Share an experience where you identified a potential improvement or risk in the financial processes or office management of your previous role. Detail your approach and the steps you took to address the situation.
— Specify the bookkeeping software that you are experienced in using.