Financial Analyst

Position: Financial Analyst (Contract)
Blue J is the leading generative AI solution for tax professionals. As a B2B SaaS company, our customers are accountants and tax experts who rely on our market-leading software to deliver fast, accurate, and defensible answers to complex tax questions.

With the launch of our flagship generative AI product, we’ve consistently exceeded our revenue targets quarter over quarter and continue to accelerate our growth. Our product roadmap is ambitious, customer-focused, and designed to deliver exceptional value at speed.

On the heels of our  $122M USD Series D funding  , we’re racing ahead with an exciting product roadmap and are looking for a Financial Analyst to support our growth. Reporting directly to our  Finance Lead, Controller  , this role supports Blue J's accounts receivable and revenue processes. You will ensure the accuracy and integrity of revenue accounting, billing, collections, and account reconciliations.

A Note on Location
We are excited to meet qualified candidates and are grateful for everyone’s interest. Please note that this is a hybrid position requiring candidates to be on-site in Toronto at least 2 days per week.

The Opportunity
This is a unique opportunity to join our team as a Financial Analyst. This role is designed for someone with experience in operational finance and accounting, ideally in smaller to mid-sized companies.

The position is more than just basic bookkeeping. While you’ll own customer billing, accounts receivable, and cash application processes, you’ll also contribute to process improvement projects that will help Blue J’s business to scale. There are many growth opportunities within the Finance Team with opportunities to take on strategic projects, such as the implementation of a new billing system and other automation-led process improvements.

This will be a 6-month contract to start with potential to become a full-time employee based on performance.

What You’ll be Doing

Own the end-to-end customer billing process, ensuring invoices are issued accurately and on timely basis

Review, reconcile, and apply customer payments, investigating and resolving discrepancies as required

Collaborate with Customer Success to manage customer collections and resolve billing, payment, and customer account issues

Participate in the implementation of a new billing system (Chargebee)

Prepare month-end balance sheet reconciliations and support month-end close activities

Assist with internal and external audits by preparing schedules, supporting documentation, and responding to inquiries

Participate in the review of internal processes. Make continuous improvements to financial processes

What You Offer Blue J

2+ years of relevant work experience and active pursuit of a CPA designation, demonstrating commitment to professional growth

A strong foundation in accounting and finance, supported by an undergraduate degree in accounting or a related field

Strong analytical, problem-solving, and organizational skills with high attention to detail

The ability to manage multiple priorities and meet deadlines in a fast-paced environment

Excellent communication and interpersonal skills, enabling effective collaboration across departments

A proactive, energetic, and enthusiastic approach with a willingness to take ownership of responsibilities and continuously improve processes

What We Offer You

An incredibly exciting and rare opportunity to be an early employee building out the Finance function at a rapidly growing company

We are leading the generative AI tax-research market with an exciting product in a virtually untapped market, amidst significant buzz about our work

We are flexible! Work remotely most of the time and come into our downtown Toronto office just once a week to connect with the team

We’re well-funded and offer competitive base salaries and stock options. You’ll play a crucial role in our growth, and it’s important to us that you share in our long-term success

We care about you as a whole person, not just an employee. Our thoughtfully designed benefits package covers you and your family, and we work hard to maintain a healthy work/life balance

We’ve got an amazing team. We’re mission-driven and…