About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.
*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
About the Team:
You will have the opportunity to help develop, and execute tasks that support growth, performance, and future objectives at a rapidly growing company. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in accounting.
About the Job:
Responsibilities:
- ASC 606 Revenue Recognition Oversight: Lead the technical execution of the ASC 606 revenue recognition framework, ensuring all customer contracts are accurately analyzed and manage the end-to-end calculation of earned versus deferred revenue, maintaining rigorous documentation to support revenue conclusions during internal and external audits.
- Complex Revenue Management: Manage and execute the billing process for high-value, complex contract structures. Oversee the lifecycle of deferred revenue and customer deposits, ensuring accurate recognition and reconciliation in accordance with ASC 606 standards. Exercise independent judgment to resolve complex discrepancies to ensure all data adjustments align with corporate accounting policies and GAAP standards.
- Discrepancy Resolution: Act as the primary escalation point for Sales, Account Management, and Compliance teams regarding sophisticated billing inquiries. You will exercise independent judgment to resolve contract-to-billing misalignments and negotiate resolution paths.
- Invoice Processing & Accuracy: Prepare, issue, and distribute a high-volume of invoices, in a complex billing cycle, to customers in accordance with contract terms and company policy. Establish audit checkpoints to ensure 100% alignment between executed contract terms, CRM data, and final invoices to minimize credit memos and disputes.
- Strategic Close Coordination: Optimize and oversee the month-end close workflow for billing within the Finance department. Responsibilities include certifying account reconciliations, managing the reconciliation of customer accounts to the General Ledger (GL), and drafting management reports that summarize key billing metrics and revenue recognition outcomes.
- Process Improvement: Identify opportunities for billing process enhancements, automation, and system improvements to increase efficiency and accuracy.
- Reporting: Generate and present routine and ad-hoc reports on billing metrics, trends, and forecasts for management review.
- Compliance: Interpret and apply GAAP and internal controls (SOX compliance where applicable) to billing workflows. Ensure the department remains audit-ready and serves as the primary point of contact for external auditors regarding billing, customer deposits, and AR inquiries.
Skills/Experience you have:
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field (CPA or advanced certification preferred).
- 3 years of experience in general accounting, revenue accounting, or accounts receivable, preferably in a Saas or FinTech environment.
- Strong proficiency in Microsoft Excel (e.g., VLOOKUPs, Pivot Tables) and other Microsoft Office Suite applications.
- Proven analytical and problem-solving skills with a high degree of accuracy and attention to detail.
- Knowledge of basic accounting principles, specifically ASC 606, and billing procedures.
Skills/Experience preferred:
- Experience with a major ERP system (e.g., SAP, Oracle, NetSuite, Dynamics) or specialized billing software.
- Familiarity with contract management and revenue recognition standards.
- Experience with process documentation and internal controls.
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)
Available Benefits and Perks:
- Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at [email protected].
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary Range is $75,500 - $107,000 + RSUs + benefits.
Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
