Senior Accountant

Objectives

The Senior Accountant will help scale Red Oak’s accounting function and take ownership of core financial processes as we transition from an outsourced model to a fully in-house operation. This is a high-impact, individual contributor role that touches everything from revenue recognition and general ledger accounting to audit support, reporting, and tax system administration.

This role will partner closely with the Controller, CFO, and cross-functional teams, and play an essential role in building a best-in-class accounting function that supports data-driven decisions and operational excellence.

• Core Accounting & Close Execution

  • Lead the month-end close process in Sage Intacct with accuracy and reliability

  • Prepare and post journal entries and ensure timely reconciliations of key accounts

  • Maintain balance sheet integrity and document reconciling items

  • Drive consistency and quality across all financial records

• Revenue Recognition

  • Own SaaS revenue recognition under ASC 606

  • Maintain deferred revenue schedules and revenue roll-forwards

  • Interpret contracts and billing terms to ensure correct revenue treatment

  • Support functional SaaS metrics (ARR, churn, expansion)

• Financial Reporting

  • Prepare monthly financial statements (P&L, balance sheet, cash flow)

  • Partner with Finance and FP&A for variance analysis and insight generation

  • Support management reporting and FP&A deliverables

• Audit & Compliance

  • Prepare PBC schedules and lead accounting work streams for annual audits

  • Coordinate responses with auditors and external advisors

  • Document and improve accounting policies and procedures

• Avalara & Tax Systems

  • Own day-to-day administration of Avalara sales tax system

  • Maintain nexus, tax code sets, and filing calendars

  • Partner with external tax advisors on questions and filings

• Process & Systems Improvement

  • Be a Sage Intacct power user and help optimize workflows

  • Support integrations across Salesforce, , and Ramp

  • Identify opportunities to automate, simplify, and strengthen the accounting stack

• Required:

  • Bachelor’s degree in Accounting or Finance

  • 5+ years of progressive accounting experience

  • Hands-on Sage Intacct ERP experience required

  • Strong understanding of GAAP and month-end close processes

  • Direct experience with revenue recognition (ASC 606), in a B2B SaaS environment

  • Experience preparing financial statements and supporting audits

  • Experience administering sales tax systems (Avalara preferred)

  • Experience supporting SaaS or B2B products.

• Preferred:

  • Exposure to Fresh Desk/Zendesk or Client support workflows.

  • Experience transitioning accounting from outsourced to in-house

  • Experience working with:

    • Salesforce

    • Ramp or similar spend management tools

  • Public accounting experience as an auditor

  • CPA or CPA-eligible

Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our North Austin HQ with a minimum of 3 days (Tuesday-Thursday) in the office each week.