
Accounting Ops & Technology Manager
HighLevel
Posted 2026-06-29
Corporate & Support
Job Description
Ovii's Interpretation of the Role
The Accounting Ops & Technology Manager leads end‑to‑end endorsements, drives automation with AI tools, and supports month‑/quarter‑/year‑end close for a fast‑growing SaaS business. The role blends core accounting expertise with technology platforms such as NetSuite, FloQast, and Ramp to improve accuracy and efficiency.
Role Snapshot
- Own endorsements process end‑to‑end
- Drive automation and process improvement
- Support month‑/quarter‑/year‑end close
- Perform account reconciliations
- Maintain audit readiness
- Collaborate with cross‑functional teams
- Manage reporting tools (NetSuite, FloQast, Ramp)
Must-Have Requirements
- Bachelor’s degree in Accounting, Finance, or related field
- 8+ years of accounting experience
- Strong understanding of US GAAP
- Proficiency in Microsoft Excel and Google Sheets
- Experience with Sage Intacct and NetSuite (report writing & navigation)
- Accounting
- US GAAP
Nice-to-Have Signals
- CPA or other relevant certification
- Big 4 public accounting experience
- Familiarity with AI tools (Anthropic Claude, OpenAI ChatGPT)
- Familiarity with FloQast and Ramp
- Experience with process improvement and automation
- Experience working with US and International companies
- Big 4 public accounting
- CPA certification
- AI tool familiarity
- FinTech
Work Setup
- Location: United States, United States
- Work mode: REMOTE
- Remote scope: UNSPECIFIED
- Employment type: Full-Time
Not Specified in JD
- Visa sponsorship
- Relocation
What You'll Likely Work On
- Own and execute the endorsements workflow, ensuring accuracy and audit readiness
- Automate accounting processes using AI tools and streamline data analysis
- Prepare and post journal entries, and support month‑, quarter‑, and year‑end close activities
- Conduct account reconciliations, resolve discrepancies, and manage cash, accruals, and invoicing
- Gather documentation, prepare audit schedules, and respond to auditor inquiries
- Partner with finance and engineering teams to deliver timely financial reporting
- Serve as the FinTech liaison, building NetSuite reports and overseeing FloQast and Ramp usage
- Document and standardize accounting procedures while contributing to special projects
Good Fit If You Have
- Big 4 public accounting experience (preferred)
- CPA or other relevant certification (preferred)
- Familiarity with AI tools such as Claude or ChatGPT (preferred)
- Strong communication and stakeholder collaboration skills
- Proactive, self‑starting attitude in fast‑paced environments
Skills
- US GAAP
- NetSuite (reporting & navigation)
- Sage Intacct
- FloQast
- Ramp expense platform
- Microsoft Excel & Google Sheets
- AI tools (Anthropic Claude, OpenAI ChatGPT)
- Process automation
- Account reconciliations
- Financial reporting