Accounting Analyst I
At a glance
Mid-level Accounting role at PerformYard. Remote, United States · full-time · no salary stated · we estimate $75,981–$135,000 across the United States.
PerformYard has not published a salary for this role. The figure below is our estimate, not theirs.
remoteroles summary, based on the employer's posting.
What you'll do
- Check signed deals for correct pricing, terms, billing dates and schedules before preparing invoices
- Reconcile order details across DealHub, the CRM and ERP, tracing mismatches back to their source
- Handle billing questions and requests, resolve what you can and follow open issues through to closure
- Send invoices, record incoming payments and contact customers about overdue balances
- Prepare close entries and reconciliations, support compliance filings, and maintain audit documentation
What you bring
- You have one to three years of accounting experience; subscription billing or SaaS work is a strong advantage
- You hold a bachelor's degree in accounting or finance and understand accruals and month-end close
- You can use Excel or Google Sheets for lookups, pivot tables and reconciling large data sets
- You have handled a shared inbox or busy customer-facing queue and write professionally
Who this fits
This remote role suits an early-career accountant comfortable owning billing follow-through and routine close work. You’ll need to work independently with a distributed team and meet close deadlines without in-person oversight. A reliable home connection and a workspace appropriate for confidential financial information are required.
From the employer
Ready to join a fast-growing and category-leading SaaS company? Do you get excited about delivering high-value, frequently used features to users who rely on your products to execute their jobs daily? If yes, then keep reading!
PerformYard is a profitable, growth-stage B2B SaaS company transforming how organizations manage and measure employee performance. Our AI-enabled platform is widely adopted for its customizable performance processes, ease of use, and measurable business impact. As we scale, PerformYard has significant opportunities to accelerate growth by deepening our partnership ecosystem, expanding into adjacent talent modules, and strengthening the financial strategy that underpins our next phase of expansion.
As we launch our second product, our accounting function is taking on more transaction volume and more billing complexity. This role owns the daily accounting cycle and the billing inbox, freeing up senior finance time for analysis, forecasting, and reporting.
You'll report to the Finance Manager and work closely with Sales Operations and Customer Success.
This is a 100% remote position- now & forever
Requirements
What you’ll do:
Order to cash
- 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
Billing and customer support
- 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
Accounts receivable
- Generate and send invoices; apply cash receipts
- Run collections outreach and maintain AR aging
Close and general accounting
- 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
What you’ll bring:
- 1–3 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
- Reliable home internet and a workspace suitable for handling confidential financial information
Bonus Points:
- CPA-track coursework
- Experience through an ERP implementation or migration
- Exposure to CPQ or billing automation tooling
- Experience with a cloud ERP (NetSuite, Sage Intacct, QuickBooks) and comfort learning new systems
Benefits
In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.
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