Staff Accountant

Overview 

Founded in 2017 and headquartered in NYC, UPSTACK is a full-service technology advisory firm that helps companies design, source, and support their business-critical IT infrastructure. Serving as an extension of their team, UPSTACK customers benefit from: 

• Technical expertise- Decades of experience architecting, implementing, and managing business-critical IT solutions 
• Ongoing support- Dedicated team providing continued assistance before, during, and after a project is initiated 
• Supplier experience- Relationships and data-driven insights from thousands of supplier transactions to help negotiate the highest-performing and most reliable solutions 

UPSTACK’s solutions expertise includes data center colocation, network connectivity, SD-WAN, unified communications, cloud contact center, CX-AI solutions, private and public cloud, security, mobility, business continuity, and IoT. 

Under the leadership of Founder and CEO Christopher Trapp, UPSTACK is dedicated to delivering exceptional customer experiences. UPSTACK serves 6,500+ customers—spanning SMB to enterprise— and manages more than $550 million in annual technology spending across various industries.

About the Role

The Staff Accountant is responsible for preparing and maintaining financial records to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial activities. This role involves performing general cost accounting duties, maintaining the general ledger, and ensuring compliance with generally accepted accounting principles (GAAP). The Staff Accountant will also be responsible for coordinating with external auditors, filing tax forms, and managing the purchasing and invoicing systems. 

A successful individual will be detail-oriented, demonstrate exceptional organizational and communication skills, act tactically, write effectively, and display strong analytical and critical thinking skills. Our ideal candidate must be able to thrive in a fast-paced multitasking environment, who easily adapts positively to change and rapid company growth.

This role is expected to work in our office in the Financial District of Lower Manhattan, NYC, for at least two (2) to three (3) days a week. 

Key Responsibilities

• General Accounting: Perform general cost accounting and related duties for the organization, including preparing monthly balance sheets, income statements, and profit and loss statements. 
• Ledger Maintenance: Maintain the general ledger by coding invoices, setting up new accounts, reconciling accounts, and closing the monthly books. 
• Bank Reconciliation: Reconcile bank accounts at least monthly, verify deposits, and address inquiries from banks. 
• Account Reconciliation: Reconcile cash disbursement accounts, payroll, customer accounts, and other financial accounts; manage accounts receivable collections. 
• Accounts Payable: Verify and/or complete the payment of invoices associated with accounts payable, ensuring payments are charged to the appropriate accounts. 
• Audit Support: Provide assistance to outside auditors by gathering necessary account information and documents to perform the annual audit. 
• Tax Compliance: File tax forms with federal, state, and local government agencies, ensuring timely and accurate submissions. 
• Software Coordination: Coordinate with software vendors to maintain accounting software systems and recommend updates to enhance the accounting software. 
• Purchasing and Invoicing: Manage the purchasing and invoicing system, ensuring accuracy and efficiency. 
• Compliance and Procedures: Maintain knowledge of acceptable accounting practices and procedures, ensuring adherence to GAAP. 
• Additional Duties: Perform other related duties as assigned. 

Required Qualifications

• Bachelor's Degree in Accounting or Finance. 
• 3+ years of relevant experience in Accounting.
• Knowledge of general financial accounting and cost accounting principles, with an understanding of how to apply them within an organization.
• Strong understanding of generally accepted accounting principles (GAAP) and the ability to adhere to these standards in all financial reporting and processes. 
• NetSuite experience would be ideal, but any ERP exposure is beneficial.
• Experience with any AP solutions (e.g., Bill, Deel, Ramp, etc.) would be a plus as well.
• Proficient with Microsoft Office Suite or similar software, as well as accounting software, enabling efficient management of financial data and reporting.
• Excellent verbal and written communication skills, essential for collaborating with team members, vendors, and external auditors.
• Exceptional organizational skills and attention to detail, ensuring accuracy in all financial records and transactions.

Salary Range

Employees new to UPSTACK typically come in at the start of the pay range. UPSTACK focuses on providing a simple and transparent pay structure, which is based on a variety of factors, including location, experience, and job-related skills. 

The salary for this role ranges from $65,000 to $75,000 per year.

Closing

UPSTACK is an Equal Opportunity Employer and does not discriminate based on race, gender, ethnicity, religion, national origin, age, disability, veteran status, gender identity/expression, sexual orientation, or on any other basis prohibited by law. Consistent with applicable state and local law, UPSTACK will consider employment for all qualified applicants.

UPSTACK is committed to providing reasonable accommodations to individuals with disabilities as required by applicable law. Accommodations may include adjustments to the application, interview, or assessment process, as well as modifications to the work environment or job duties to enable individuals to perform the essential functions of the role. Requests for accommodations will be evaluated on a case-by-case basis and provided unless they impose an undue hardship on the organization.

At this time, UPSTACK will not sponsor a new applicant for employment authorization for this position.

We endeavor to make the application process accessible to all applicants. If you would like to contact us regarding accessibility and/or need assistance completing the application process, please contact us at recruiting@upstack.com.