Staff Accountant, Canoe
$90-110k
+ Bonus & Equity
More information about location
Guiding the investment industry forward with smarter alts management
Job no longer available
Guiding the investment industry forward with smarter alts management
101-200 employees
Job no longer available
$90-110k
+ Bonus & Equity
More information about location
101-200 employees
Company mission
To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset services, capital allocators, and wealth managers.,
Role
Who you are
- This is a great opportunity for someone who thrives in a high-growth SaaS environment, has strong attention to detail, and enjoys building scalable processes as the company expands
- Bachelor’s degree in Accounting, Finance, or related field
- 2–5 years of accounting experience (startup, SaaS, or public + private mix preferred)
- Strong knowledge of GAAP and general ledger processes
- Proficiency in Excel / Google Sheets (pivot tables, formulas)
- Experience with accounting systems (NetSuite, QuickBooks Online, or comparable ERP)
- Experience with Bill.com, Ramp,
- High attention to detail and organizational skills; able to prioritize in a fast-moving environment
- Curiosity and ownership mindset — you enjoy improving processes, not just executing them
- CPA or CPA-track a plus, but not required
What the job involves
- We’re looking for a Staff Accountant to join our growing Finance & Operations team and help transition key accounting processes in-house
- You’ll own the execution of core workflows — including AP, AR, reconciliations, prepaids, and fixed-asset schedules — and ensure timely, accurate reporting that supports our month-end close
- You’ll collaborate closely with Finance, FP&A, and Operations, with meaningful exposure to senior leadership and cross-functional initiatives
- Manage vendor invoice intake, coding, approvals, and payment scheduling
- Maintain accurate vendor records and ensure timely payment processing
- Reconcile AP subledger and support accrual entries for month-end
- Identify opportunities for automation and process efficiency in AP workflows
- Generate and send client invoices in accordance with billing schedules and contracts
- Track collections, follow up on outstanding invoices, and manage AR aging
- Record cash receipts and apply payments accurately to customer accounts
- Partner with Client Success and FP&A to resolve billing questions or discrepancies
- Prepare weekly cash reconciliations; monitor incoming and outgoing payments
- Maintain accurate accounting of credit-card expenses and reimbursements
- Process & Systems Improvement:
- Support ERP and payment-system enhancements
- Document workflows and assist in standardizing policies for AP/AR cycles
- Contribute to cross-functional projects that improve cash-flow visibility and reporting
- Assist with journal entries, accruals, and reconciliations tied to AR/AP activity
- Partner with external advisors and auditors to ensure documentation and controls are complete
- Assist with process improvements and systems integration (ERP, AP automation, etc.)
- Provide ad-hoc analysis to support FP&A and leadership reporting
- Help streamline the transition from outsourced accounting (Attivo) to a robust in-house function
Our take
The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.
Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.
It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. Off of 2024's Series C funding, the company is further optimizing and developing its product offerings and has recently launched an AI tech incubator, signalling clear ambition to lead as the next wave of data-driven innovation starts to take shape.
Freddie
Company Specialist at Welcome to the Jungle
Insights
48% employee growth in 12 months
Company
Funding (2 rounds)
Jul 2024
$36m
SERIES C
Feb 2023
$25m
SERIES B
Total funding: $61m
Company benefits
- Flexible PTO: Recharge with flexible PTO and paid holidays!
- In-Person Events: We host regular happy hours and company outings in NYC, London, and Jacksonville. Going to be remote? We also bring our teams together from around the world as we're able.
- Hybrid and Remote Work: Most roles at Canoe offer either a Hybrid or a Fully Remote schedule. Find the flexibility you are looking for here.
- Remote Office Stipend: Need to level up your personal workspace? We offer $750 for any office equipment you purchase (monitors, desk, chair, etc.).
- Professional Development: Continue to learn and grow, utilizing $1,000 in education reimbursement available annually to each employee. We also offer a robust Learning Management platform and host regular Lunch & Learns.
- Parental Leave: We provide paid parental leave to all new parents following 6 months of employment.
- Wellness/WiFi: We reimburse employees up to $100 per month to help cover gym memberships and internet.
- Health Insurance: From medical dental, and vision to FSAs, HSAs, and more - we've got you covered
Company HQ
Canal Street, New York, NY
Leadership
Jason Eiswerth
(CEO)Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.
Salary benchmarks
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