Source Job

• Manage and guide staff accountants and bookkeepers.
• Provide clients with insights into their financial health.
• Utilize cloud-based accounting systems and web-based tools.

Revel CPA helps creative entrepreneurs and their businesses with business and taxes. The team focuses on being socially conscious, staying young-at-heart, and always learning while doing impeccable work.

• Act as a partner to internal and external business teams.
• Conduct various day-to-day accounting functions.
• Maintain assigned monthly workpaper reconciliations.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements and identifies the top-fitting candidates. They share this shortlist directly with the hiring company where the internal team manages the final decision and next steps (interviews, assessments).

• Review and deliver financial reports and KPIs.
• Assist with budgeting, forecasting, and cash flow modeling.
• Provide technical accounting assistance to clients and internal engagement teams.

Wipfli is a company where people count and strives to create exceptional impact and extraordinary results. They are focused on relationships and encourages each individual to follow their own path, offering a career-defining opportunity.

• Perform day-to-day accounting activities and prepare journal entries.
• Prepare and maintain reconciliations for balance sheet accounts.
• Participate in cross-functional projects and support external audit requests.

Greenlight is a family fintech company with a mission to help parents raise financially smart kids. They serve more than 6 million parents and kids with their banking app for families, focused on earning, saving, spending, and investing wisely. They value teamwork and continuous improvement.

• Develop and maintain complex financial models.
• Analyze financial and operational performance, identify trends and risks.
• Prepare and present monthly, quarterly, and annual financial reports.

Midi Health is dedicated to providing a virtual women’s healthcare platform. They are committed to providing high-quality healthcare and fostering a culture of innovation and inclusivity.

• Partner with R&D and G&A leaders to guide strategic planning and forecasting.
• Build and maintain financial models to evaluate headcount investments and operating expenses.
• Support monthly close, conduct variance analysis, and deliver executive-ready reporting.

Calendly is a popular scheduling platform that allows users to efficiently coordinate meetings and appointments. They are experiencing exciting product growth and offer opportunities for employees to learn and advance their careers.

• Prepare and analyze financial statements and valuation model building.
• Support Business Development team with market assessments and analyze profitability of all organic growth.
• Assist in the budget/forecast of organic growth sites.

Pediatrix Medical Group is a leading provider of specialized health care for women, babies, and children. They have grown from a single neonatology practice to a national, multispecialty medical group committed to providing high-quality, evidence-based care.

• Manage clients day-to-day accounting and finance needs.
• Prepare month end close workbooks for multiple clients.
• Assist with grant management and reporting and audit management.

Chazin is a woman-owned firm, established by Adele Chazin in 2005. They are a premier provider of virtual accounting and finance solutions for the nonprofit sector and have been nationally recognized with Best of Accounting awards for Client Satisfaction and Employee Satisfaction in 2023, 2024, and 2025.

• Supporting the development and review of financial reports, dashboards, and presentations.
• Assisting with monthly forecasting cycles, budget updates, and variance analysis.
• Conducting research and financial modeling for strategic projects and investment decisions.

AWP Safety's FP&A Internship Program offers hands-on learning for early-career professionals aiming to build a future in Financial Planning & Analysis. Interns partner with finance leaders on projects supporting organizational performance, financial accuracy, and strategic decision-making.

• Perform complex reconciliations, fundings or settlements.
• Resolve complex reconciliation exceptions, and manage stales.
• Lead training sessions with multiple team members for new processes.

KeyBank is committed to helping individuals unlock their potential. They strive to create a flexible and inclusive work environment with supportive teammates, challenging projects, and accessible leaders, offering growth opportunities.

• Perform monthly balance sheet and income statement reconciliations
• Assist with financial statement reviews
• Support data gathering for tax filings and external audits (401(k), workers’ comp, etc.)

RCLCO is a leading independent knowledge solutions provider to the real estate industry. Founded in 1967, it bridges market and financial feasibility, consumer research, and industry intelligence with professionals respected for assessing economic and market directions.

• Support the preparation of monthly, quarterly, and annual financial forecasts and budgets, learning the underlying processes.
• Assist in the analysis of financial data to identify initial trends and provide insights for business decisions, under guidance.
• Help prepare and distribute regular financial reports, including variance analysis and performance summaries.

Xapo Bank aims to provide economic freedom and wealth protection, regardless of location. They are a fully distributed team of over 130 people working remotely from 30+ countries.

• Enhance and maintain reports, models, and data integrations within Adaptive Planning.
• Support month-end reporting activities, including preparation of actuals, cost trend analysis, and variance analysis.
• Collaborate across G&A functional teams to compile budgets, forecasts, and long-range plans.

Apogee Therapeutics, founded in 2022, is a clinical-stage biotechnology company. They are advancing novel biologics with potential for differentiated efficacy and dosing. Apogee is a fast-paced company committed to building an exceptional culture, founded on their C.O.R.E. values.

• Own the full-cycle accounting function including accounts payable, accounts receivable, collections, and cash management
• Prepare monthly, quarterly, and annual financial statements with supporting schedules and reconciliations
• Develop and implement scalable accounting processes and internal controls to support company growth

Vantage is a cloud cost transparency platform that helps enable everyone to analyze, report, collaborate on and optimize their cloud infrastructure costs. They are a high output team of ~50 employees based out of New York City that embraces a remote-friendly lifestyle.

• Manage and prioritize workflows across multiple clients with varying industries and complexity.
• Act as the primary point of contact, providing proactive communication, insights, and guidance.
• Prepare, review, and analyze financial statements (P&L, Balance Sheet, Cash Flow).

They are a technology company. They appear to be a dynamic, service-driven company with a focus on client relationships and delivering exceptional results. There is no information about size or culture in the posting.

• Prepare and process client invoices and contract documents
• Maintain client and subconsultant contracts
• Assist with project setup and budgeting, including review of contract compensation and billing methods

VHB is an inspired and innovative team of engineers, scientists, planners, and designers who partner with clients in various industries. They are a growing company with 30+ offices on the East Coast and a diverse and inclusive culture of collaboration and innovation.

• Manage client relationships and oversee bookkeeping.
• Optimize financial processes using tools like QuickBooks Online, Bill.com and Gusto.
• Handle month-end close, accrual accounting, and complex reconciliations while ensuring accuracy.

Nimbl is a fast-growing cloud accounting firm. We manage client relationships, oversee bookkeeping, and optimize financial processes.

• Manage the general ledger and ensure accuracy.
• Support monthly and year-end financial close.
• Prepare financial statements and reports.

Jobgether helps partner companies find candidates using an AI-powered matching process. They ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements.

• Lead and execute monthly and year-end close processes.
• Manage revenue recognition for hardware, SaaS, and service contracts.
• Oversee accounts receivable process and customer collections.

NavVis values collaboration, innovation, and growth. They are committed to fostering an inclusive and diverse workplace, thriving on the collective strength of their people from diverse backgrounds.

• Executing month-end close activities within deadline.
• Ensuring all financial transactions are recorded in compliance with company policies and accounting standards.
• Assisting in the preparation of timely & accurate monthly management accounts and financial reports.

G-P's Global Employment Platform enables clients to expand into over 180 countries quickly and efficiently. Their diverse, remote-first teams thrive with flexibility and resources, fostering innovation and valuing every contribution.