Accountant

Contact: Sarah Colletti, Sarah@kleer.com

As an Accountant with us, you will be responsible for managing financial transactions, analyzing financial data, preparing financial reports, and ensuring compliance with accounting principles and regulations. You will play a crucial role in maintaining accurate financial records, supporting budgeting, and forecasting activities, and contributing to the overall financial health of the organization. This high-visibility position reports to the Accounting Manager and works closely with the Senior Financial Analyst.

The Day-to-Day

You will manage financial records, analyze revenue and expenses, ensure compliance with accounting standards, and provide insights to support strategic decision-making. This includes (but is not limited to):

• Process and record financial transactions accurately and timely, including accounts payable, accounts receivable, payroll, and general ledger entries.
• Prepare monthly, quarterly, and annual financial reports, including income statements, balance sheets, and cash flow statements, to provide insights into the company's financial performance.
• Execute the month-end close process, including the preparation of journal entries, reconciliations, and analysis of balance sheet and income statement accounts.
• Assist with cash forecasting and Treasury management.
• Participate in the development and implementation of financial systems, tools, and processes to support business operations and growth.
• Conduct regular reviews of financial processes and controls to identify areas for improvement and implement changes as necessary.
• Ensure compliance with accounting principles, standards, and regulations, including GAAP and tax laws.
• Coordinate with external auditors and tax advisors as required.
• Perform other duties and ad hoc projects as assigned.
  
  

To Be Successful

Do these things sound like you? Yes? Good — you’re well on your way to being a successful Accountant with us!

• Starting with the obvious: you are PASSIONATE! (Seriously, you must LOVE what you do!)
• You have a bachelor’s degree in accounting, finance, or a related field.
• You have 3 years of relevant experience in Accounting or Finance.
• You possess a strong knowledge of accounting principles, financial reporting, and internal controls.
• You have excellent analytical and problem-solving skills.
• You have proficiency in accounting software (QuickBooks or similar) and Microsoft Excel
• You have previous experience with Bill, Airbase, Ramp, or similar expense management systems.
• You possess strong analytical skills with the ability to interpret financial data, analyze variances, and generate actionable insights.
• You have excellent attention to detail and accuracy in financial record-keeping and reporting.
• You have effective communication skills, both written and verbal, with the ability to communicate complex financial information to non-financial stakeholders.
• You can work independently with minimal supervision, prioritize tasks, and meet deadlines in a fast-paced environment.
• You are detail-oriented with a high level of accuracy and the ability to meet tight deadlines.

To Thrive

We’re an entrepreneurial, creative, and passionate group — and if these things sound like you, you won’t just fit in. You’ll thrive with us.

• Self-starter with the ability to “figure it out” but not afraid to ask questions.
• CPA or CPA candidate
• Experience working at a startup, VC-backed, or PE-backed company.
• No stranger to playing hard and working harder while treating others with respect and dignity.

Our Advantage

If you’re asking yourself “what are the perks of working with us?” Don’t worry. We’ve got you covered.

• We are a Best Places to Work recipient — because we understand the meaning of work hard, play hard!
• You’ll get some skin in the game with employee equity.
• We stand behind and celebrate our core values.
• There’s transparent communication from the top down.
• You’ll have a collaborative, smart, and forward-thinking team to share ideas with.
• You’ll have a direct, meaningful impact as we scale.
• You’ll experience a culture filled with opportunities to connect in-person and virtually.
• We have a casual dress code.
• We offer hybrid and remote work schedules.
• And we’ve got you covered in all the most important benefits: health, 401k match, wellness, disability, employee discounts, time away — and more!

Our Commitment to You

Be yourself. Always.
We want you to apply even if you do not meet every requirement. We are committed to building an inclusive, varied culture that welcomes, promotes, supports, and celebrates the diverse backgrounds of our employees. It is what drives innovation, ignites creativity, and ultimately gives us a competitive advantage.

We want you to be you — because how boring would life be if we were all the same?

About Us

Create Membership Plans that Patients and Providers Love

As everyone knows, dental health is critical to overall health. Unfortunately, dental insurance is too complicated, too confusing, and too expensive for dentists and patients alike. As a result, 40% of US consumers do not have dental coverage, 50% of US consumers do not visit a dentist each year, and dentists continue to struggle with practice success while managing complicated insurance plans with low reimbursement fees, coverage limits and claims denials.

Company Overview

Our mission is to make professional oral care accessible to everyone with a membership model that patients and providers love. 

We are doing something about this. We connect dentists directly with patients to eliminate the inefficiency, cost, and hassle of workarounds. Using our cloud-based platform, dentists easily design, implement, and grow a successful membership plan with their own dental care plans, offering them directly to patients. The result is affordable, comprehensive dental coverage that works for dental practices and enables patients to get the professional oral care they need.

As the established leaders in the dental membership space, Kleer and Membersy support a combined footprint of over 20,000 dentists and millions of patients across all 50 states, and cover the entire spectrum of dental practices, from independent solo practices to the largest DSOs in the country. 

Kleer and Membersy came together in 2024 to provide an unmatched dental membership solution and experience. Leveraging their complementary strengths, industry expertise, and scale, Kleer and Membersy will create significant value for DSOs, independent dental practices, and their patients by expanding access to care for all uninsured and underinsured Americans, including more than 76 million adults without dental insurance.