Senior Accountant, Onboarding

Cast - Finance, Accounting, and TaxDenver, CO
Hybrid

About The Position

We’re on the hunt for a sharp, entrepreneurial Senior Accountant to join our growing team. In this role, you won’t just be preparing financial reports, you’ll be providing clarity, structure, and strategic support to help our new Members get onboarded accurately and efficiently. You’ll manage the implementation of new Members, and contribute to the evolution of our tech-first, AI-powered financial services. If you love clean ledgers, thoughtful analysis, and streamlining processes, you’re in the right place.

Requirements

  • Bachelor’s or Master’s degree in Accounting, Finance, or a related field.
  • 5+ years of professional accounting experience, with at least 2 years in a senior or supervisory role.
  • 2+ years of hands-on experience with QuickBooks Online (required).
  • 2+ years working in an accounting firm or similar fast-paced, multi-client environment.
  • Deep knowledge of GAAP.
  • Strong Excel skills; pivot tables and VLOOKUPs are your love language.
  • Tech-forward; you’ve used AI and automation tools in accounting and are always looking to push the envelope on what technology can solve in your workflows.
  • Independent and collaborative; you thrive with autonomy but love team wins.
  • Strong project manager who meets deadlines, even when juggling multiple Members and priorities.
  • Excellent communicator who can explain the “why” behind the numbers.
  • Naturally detail-oriented, organized, and resourceful.
  • Passionate about improving processes and learning new tools.

Nice To Haves

  • CPA or CMA certification is a plus.
  • Prior experience implementing accounting software or systems is a big plus.

Responsibilities

  • Deliver a smooth, accurate, and delightful onboarding experience to all of our new Members.
  • Set up clean, audit-ready books by managing balance sheets, P&L statements, and account reconciliations; so our Members can sleep better at night.
  • Track key assets, liabilities, and loan amortizations, ensuring each Member has a crystal-clear view of their financial position.
  • Translate complex financials into easy-to-digest insights for entrepreneurs who don’t speak “accountant.”
  • Collaborate directly with Members to design budgets, track actuals, and plan for growth; you’ll set them up for success with Cast.
  • Recommend smarter systems and accounting automation that save time and reduce errors; freeing up our Members to focus on growing their business.
  • Partner with our product and technology team to build the next generation of automation in Member onboarding.

Benefits

  • 100% coverage for your insurance plan(s) (health, dental, vision, +)
  • Adopt a work routine that matches the needs of your life, through our Flexible Work Schedule benefit
  • Enjoy the benefit of unlimited PTO, sick days, and paid company holidays
  • Earn 401K plan eligibility with company matching at your 1-year anniversary
  • Access to cutting edge AI tools - you’ll be at the forefront, mastering technology that makes you more capable, more valuable, and ready for the future of finance
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