What are the responsibilities and job description for the Senior Accountant- AR (SaaS) position at Workiva, Inc.?
The Senior Accounts-Receivable Accountant provides technical accounting expertise to the Accounting and Finance team by fulfilling accounting related tasks. Key job responsibilities include working with customer invoices, contracts, credit memos, account reconciliations, and maintaining billing information in the financial systems, ensuring accuracy and compliance with US GAAP and other accounting regulations. Monitors and develops monthly reports of revenues and expenditures for projects. Provides a record of assets, liabilities, and other financial transactions. Assist in setting up processes and procedures that properly capture, track and report revenue, including deferred revenue, per the company's revenue recognition policy. Generate revenue reports for internal and/or external use.
What You'll Do
Contract Review and Interpretation: Interprets contracts and invoices with available knowledge and implements credit memos within the scope of authority
Compares customer invoice entries to contracts and sales orders and makes corrections as needed
Reviews and interprets sales contracts to confirm agreement details
Handles ticketing queue from customers, sales teams, and other internal inquiries and escalates as needed
Completes assigned account reconciliations at month-end (as either preparer or reviewer)
Ensures proper recognition of revenue is captured on the organization's financial statements
Contributes to team or matrixed team through the adaptation of techniques and approaches to support projects
Technical Accounting Expertise
Provides accounting expertise in assigned area of accounts receivable
Conducts research on technical or new accounting issues and prepares accompanying memo with conclusion
Demonstrates and applies strong accounting knowledge, acumen, and technical expertise
Handles outside auditor questions and provides support to outside auditors, tax service providers, and other project personnel as requested
Problem-Solving
Works on moderately ambiguous problems where analysis of data requires evaluation of identifiable factors
Solves issues and situations that are composed of various factors; requires an inquisitive mindset to identify underlying problems
Analytical ability to interpret contracts and policies
Applies solutions to independently address assignments of a diverse scope
What You'll Need
Requires a minimum of 4 years of related experience with a Bachelor's degree in accounting; or 2 years and a Master's degree
Prior SaaS experience is strongly preferred
Prior working experience with Salesforce is strongly preferred
Proficient Spreadsheet skills - (running and creating functions, pivot tables, and charts)
Strong communication (written, verbal, and listening) and collaborative skills to work with many personalities inside and outside of the company
CPA preferred
Travel Requirement
Less than 10% of travel
Working Conditions & Physical Requirements
Minimal telecommuting may be allowed for infrequent personal reasons
Reliable internet access for any period of time working remotely, not in a Workiva office.
How You'll Be Rewarded:
- Salary range in the US:
- A discretionary bonus typically paid annually
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
Where You'll Work
Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we've created.
Customer Success: Always delight our customers.
Trust: Rely on each other.
Integrity: Do the right thing, every time.
Collaboration: Share resources and work together.
Innovation: Keep creating solutions and finding better ways.
Inclusion: Support a diverse community where we all belong.
Accountability: Be responsible for your success and failure.
We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need-backed by our culture of collaboration and diverse thought-to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today's most challenging problems.
At Workiva, you'll enjoy:
Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.
Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.
Involvement: Ability to participate in Business Employee Resource Groups (Black, Hispanic, Asian, Women, Rainbow (LGBTQIA ), Veterans, Disabilities), Volunteering, Company wide celebrations, and more
Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.
Learn more about life at Workiva:
Learn more about benefits:
Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic.We strongly encourage and welcome people from historically marginalized groups to apply.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email .
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
Salary : $79,000 - $134,000