Accounting Lead
About Forma
The market for employee benefits is broken. Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches.
Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions.
Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.
Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members.
Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”
We're looking for an Accounting Manager to join our team! You'll report directly and work closely with our Controller to help design and build the accounting process from the ground up. The ideal candidate will be an individual who wants to touch all areas of the accounting process, from owning month-end close (Prepaids, Fixed Assets, Payroll, etc.) but also assisting with Revenue, Procurement, and AP. Beyond the day-to-day accounting responsibilities, this role will be critical in the implementation of our new stack of accounting tools, including our new ERP, Sales Comp, and Billing software, and work with our external Tax and Technical Accounting teams. The ideal candidate will have a roll-up-your-sleeves, can-do attitude and is willing to step up and fill any and all gaps that a growing Accounting team needs.
About the Role
We're looking for an Accounting Lead to join our team! You'll report directly and work closely with our Controller to help design and build the accounting process from the ground up. The ideal candidate will be an individual who wants to touch all areas of the accounting process, from owning month-end close (Prepaids, Fixed Assets, Payroll, etc.) but also assisting with Revenue, Procurement, and AP. Beyond the day-to-day accounting responsibilities, this role will be critical in the implementation of our new stack of accounting tools, including our new ERP, Sales Comp, and Billing software, and work with our external Tax and Technical Accounting teams. The ideal candidate will have a roll-up-your-sleeves, can-do attitude and is willing to step up and fill any and all gaps that a growing Accounting team needs.
You Will
- Identify and optimize current accounting policies to ensure timeliness and accuracy
- Perform reviews to guarantee accuracy and compliance with GAAP and ensure we are ready for our first-year external audit.
- Have previous experience working in an early-stage company, navigating the complexities of a startup environment.
- Prepare the month-end and year-end close process, including month-end journal entries and reconciliation.
- You'll work closely with the Controller in general corporate accounting matters and ad hoc projects or requests, such as the implementation of ASC 606/340, ASC 842, SBC, and Capitalized Software.
Preferred Skills
- With 4-6 years of experience in Accounting. A mixture of Public Accounting and SaaS companies is strongly preferred.
- Experience with Netsuite, bill.com, Ramp, Salesforce and Zuora.
- Demonstrate initiative, sound judgment, and ability to work independently with minimal daily direction and tight deadlines.
- Exemplary interpersonal, verbal, and written communication skills as demonstrated by the ability to land complex concepts across multiple audiences.
- CPA is nice to have.
Benefits and Perks
- Remote-first working environment
- Medical, dental and vision insurance plans
- Employee wellness program
- Home Productivity program
- Team building program
- 401(k) savings plan
- Flexible PTO policy
- 12 weeks Parental Leave + 4 additional weeks for the Birthing Parent
At Forma, we value diversity, and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Duties and responsibilities may not all be covered in the description, or may change over time at the discretion of Forma. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Forma, we welcome diverse perspectives, and people who think rigorously / aren't afraid to challenge assumptions. Join us!