Staff Accountant

Overview

Perk Spot is searching for a Staff Accountant to join our Finance team! At Perk Spot, our mission goes beyond discounts—it’s about empowering employees everywhere to make smarter spending decisions so they can do more of what they love. We believe every dollar saved can become a stepping stone to a brighter future, whether that’s a special family vacation, a first home, or simply extra peace of mind.

The Staff Accountant is responsible for executing core accounting operations with a strong focus on accuracy, timeliness, and compliance. Together with the Senior Accountant, this role owns key components of the month-end close, including journal entries, account reconciliations, and general ledger maintenance, and ensures financial data integrity across systems. The Staff Accountant also supports audits, maintains documentation for internal controls, and partners with cross-functional teams to resolve discrepancies and improve accounting processes.

This position is required to be in the office 3 days a week on Tuesday, Wednesday, and Thursday. Our office is located in the Merchandise Mart in downtown Chicago, IL.

• Assist with the preparation of financial statements
• Support and manage Accounts Payable (A/P) and Accounts Receivable (A/R) functions, including employee expense reports and collections processes
• Record and process invoices accurately and timely
• Participate in monthly, quarterly, and annual close activities
• Assist with P&L analysis and basic financial reporting
• Maintain organized financial records and documentation
• Provide outside auditors with assistance; gather necessary account information and documents to perform annual audit
• Collaborate with cross-functional teams to support internal and external objectives
• Contribute to process improvements and team projects as the business scales
• Maintain and analyze balance sheet reconciliations according to deadlines
• Prepare and analyze intercompany transactions
• Manage sales and use tax for the organization including reconciliation against collection. Ensure reconciliation and documentation is supported monthly and payments are timely. Ensure all entities are compliant and in good standing
• Assist with monthly and quarterly sales commission calculations and accruals
• Communicate with customers and vendors about accounting related topics

• 3 years of experience in a related accounting or finance role
• Bachelor’s Degree in Accounting
• CPA or CPA Candidate Preferred
• Experience assisting with financial statements and general accounting processes
• Familiarity with A/P and A/R workflows
• Exposure to close cycles (monthly, quarterly, yearly)
• Experience analyzing P&L statements
• Proficiency in Microsoft Office, including intermediate Excel skills
• Experience with Quick Books and Netsuite or a similar ERP system
• Experience with Salesforce, Avalara, Ramp, Captivate IQ, and Domo a plus, not required
• Knowledge of multi-state tax laws and compliance requirements, preferred
• Experience with international entities, intercompany activity, or multi-currency environments is preferred
• Tech or e-commerce industry experience is preferred
• Strong written and verbal communication skills
• A natural curiosity and eagerness to learn and grow

Our journey began in Chicago back in 2006 with a vision of helping employees stretch their paychecks without sacrificing what they love. What began as a small company with a big vision has evolved into a discount shopping solution employees across the globe rely on to stretch their paychecks. In 2018, Perk Spot raised $50M from Susquehanna Growth Equity and today the business serves more than 22 million employees from top employers including Southwest Airlines, Mayo Clinic, and Humana.

We saw an opportunity to do more—to build something that brought genuine, life-enhancing value to employees’ everyday financial decisions.

Providing value doesn’t have to wait, from day one we are open to your big ideas. In your first few months, you will...

• Meet the team! You’ll be introduced to all of the right team members to help you succeed. You’ll report to our Senior Accountant and…