Staff Accountant

Summary

PerformYard is a profitable, growth-stage B2B SaaS company transforming how organizations manage and measure employee performance. The Staff Accountant will own the daily accounting cycle and billing inbox, supporting order-to-cash operations, accounts receivable, monthly close, compliance reporting, and process improvements while working with Finance, Sales Operations, and Customer Success.

Responsibilities

• Support the full order-to-cash cycle, from closed-won deal through cash collection and revenue recording
• Review signed orders for billing accuracy — pricing, terms, billing schedule, and start dates — before invoicing
• Reconcile order-to-cash data between DealHub (CPQ), the CRM, and the ERP, and investigate discrepancies at the source rather than patching them downstream
• Process contract changes, amendments, upgrades, and cancellations through to billing and deferred revenue
• Flag patterns that cause repeat billing problems and help fix the upstream process
• Own the billing inbox as first responder — invoice questions, PO and remittance requests, disputes, W-9s, and vendor portal submissions
• Triage what you can resolve directly and escalate what needs contract or pricing input, with clear notes on what you've already checked
• Track open billing issues to resolution rather than letting threads go quiet
• Coordinate with customer success on accounts where a billing question is really a renewal or contract question
• Generate and send invoices; apply cash receipts
• Run collections outreach and maintain AR aging
• Prepare journal entries, accruals, prepaids, and account reconciliations for monthly close
• Maintain schedules and supporting documentation for audit and diligence
• Support sales tax filings and other routine compliance reporting
• Help build and improve close checklists and process documentation as we scale

Skills

• 2–3 years of accounting experience; SaaS or subscription billing a strong plus
• Familiarity with ASC 606 revenue recognition concepts
• Bachelor's in accounting or finance
• Solid grasp of accrual accounting and month-end close mechanics
• Experience owning a shared inbox or high-volume customer-facing queue
• Strong, professional written communication
• Track record of working effectively in a remote or distributed team, with the self-direction to hit close deadlines without in-person oversight
• Strong Excel or Google Sheets skills: lookups, pivots, reconciling large data sets
• Experience with a cloud ERP (NetSuite, Sage Intacct, QuickBooks) and comfort learning new systems
• Reliable home internet and a workspace suitable for handling confidential financial information
• * 2–3 years of accounting experience; SaaS or subscription billing a strong plus
• CPA-track coursework
• Experience through an ERP implementation or migration
• Exposure to CPQ or billing automation tooling

Qualifications

Must Haves

• 2–3 years of accounting experience; SaaS or subscription billing a strong plus
• Familiarity with ASC 606 revenue recognition concepts
• Bachelor's in accounting or finance
• Solid grasp of accrual accounting and month-end close mechanics
• Experience owning a shared inbox or high-volume customer-facing queue
• Strong, professional written communication
• Track record of working effectively in a remote or distributed team, with the self-direction to hit close deadlines without in-person oversight
• Strong Excel or Google Sheets skills: lookups, pivots, reconciling large data sets
• Experience with a cloud ERP (NetSuite, Sage Intacct, QuickBooks) and comfort learning new systems
• Reliable home internet and a workspace suitable for handling confidential financial information

Nice to Haves

• * 2–3 years of accounting experience; SaaS or subscription billing a strong plus
• CPA-track coursework
• Experience through an ERP implementation or migration
• Exposure to CPQ or billing automation tooling

Benefits

• This is a 100% remote position- now & forever
• Medical, dental, and vision health insurance benefits with HSA plan
• Disability insurance
• 401k plan
• Generous PTO
• Paid holidays