Feel free to slide or navigate through the different roles in the below Accounting Team overview. For more in-depth information about a specific role click ``learn more``.
Sr. Accounting Manager
Education / Experience
Application / Technical Aptitude
•BA/BS in job field concentration •1-3 years of experience in accounting role
•Understanding of GAAP •Strong technical accounting skills •Expert knowledge of Excel •Understanding of internal controls •Supports Manager with process improvements •Proficient with ADP Payroll Software, QuickBooks & Concur
•Well organized written & verbal communication skills •Reliable & consistent work ethic •Time management •Able to execute tasks independently and ask for help to avoid errors •Ability to develop strong rapport with peers & vendors •Excellent organizational skill •Self-motivated & team player •Treat all departments with respect •Customer-centric mindset
Mastery of P&L & Balance Sheet & reconcile billing history report to P&L •Own accounts payable, cash flow analysis & balance sheet reconciliations •Computation of monthly commission for non-sales employees •Upload budget into GL software •Distribution of actual vs budget reports to account owners. •Meet monthly accounting close deadlines •Process all vendor invoices, employee expense reports & check support documentation. •Complete monthly bank reconciliation •Prepare monthly financial statements •Assist in preparation of 1099 documents & ensure all vendor W-9 forms are up to date •Complete semi-monthly payroll •Assist in periodic & annual 401(k) compliance reviews & U.S. census surveys. •Maintain & update tax apportionment documents monthly
•BA/BS in job field concentration •2-4 years of experience in accounting
Mastery of all Staff Accountant level application software; SME for Staff Accountant •Own & lead vision on all finance related procedures •Look for process improvements to increase operational efficiency
Mastery of all Staff Accountant soft skills •Able to answer complex billing & financial questions •Solid understanding of L2T, our products & client expectations •Conducts work with integrity & ensures others comply with company policies •Thorough understanding of product teams’ processes •Own relationships with outside vendors •Able to solve complex technical problems & develop optimal solutions.
Mastery of all Role Requirements at Staff Accountant level. •Assist in compiling information necessary for the annual budget •Develop new reports for the EMT based on knowledge of industry trends. •Take a larger role in the annual audit by being able to answer any follow up questions from the auditors. •Lead the preparation of 1099 documents; ensure all vendor W-9 are up to date •Register L2T in new states for sales hires for SUI payments •Own periodic & annual 401(k) compliance reviews. Own periodic & annual U.S. census surveys. •Own benefits regarding ADP payroll software for open enrollment & ACA compliance testing •Check 401(k) contribution limits annually •Research HSA contribution limits annually.
•BA/BS in job field concentration •4 years of experience in accounting •1-2 years of Salesforce Experience
Mastery of all Senior Staff Accounting skills •Proven track record of owning all financial functions & delivering accurate & timely results •Knowledge of Sales with integration experience •Expand Salesforce knowledge with training and research •Maintain Salesforce’s financial accuracy
Mastery of all Senior Accountant soft skills •Ability to communicate clear deadlines and expectations to team •Give Sales team financial information to assist in hitting their revenue goals
Mastery of all Role Requirements at Senior Accountant level. •Troubleshoot integration errors between MAP and Salesforce •Oversee calculations of commissions •Onboards & oversees the training of new hires •Support & coach direct reports to meet goals and deliver constructive performance feedback •Recognize the work of direct reports & provide company recognition •Build successful skills & set expectations with direct reports •Plan, prioritize & delegate team work to increase productivity & quality
•BA/BS in job field concentration •5 years of experience in accounting •2+ years of supervisory experience
Mastery of all Accounting Supervisor skills •Strong understanding of GAAP & strong technical accounting skills •Excellent understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) •Able to implement new systems & system integrations. •Advanced knowledge of internal control best practices •Strong knowledge of applicable tax rules & requirements.
Mastery of all Accountanting Supervisor soft skills •Exceptional communication skills •Understands client service level expectations •Own all financial functions •Anticipates deadlines & resource constraints & plans ahead •Instills a strong work ethic in all team members •Coach staff and hold them accountable •Invest in long term team development •Fosters a high level of trust •Inspiring thought leader •Emotional intelligence
Mastery of all Role Requirements at Accounting Supervisor level •Responsible for accurate completion of the monthly close, financial statements & management book. •Bill all clients in accordance with contracts & OEM requirements •Collect all outstanding receivables •Process all sales requests & change orders •Ensure all media spend invoices reconcile •Responsible for accurate & timely processing of payroll •Responsible for compliance of 401(k) plan and required government filings •Develop finance policies & procedure for efficiency. •People Management •Act as a liaison with auditors & tax accountants for annual review & tax returns •Ensure all financial systems are operating properly & effectively
Senior Accounting Manager
•BA/BS in job field concentration •5-8 years of experience in accounting •3-5 years of supervisory experience
Mastery of Accounting Manager application/tech •Advanced knowledge of internal control best practices, applicable tax rules & requirements. •Strong knowledge of 401(k) compliance rules & state regulatory rules
Mastery of all Accounting Manager soft skills •Exceptional communication skills •Listen to client concerns/issues & propose billing/contracting solutions. •Sets the tone for the team by exemplifying ownership, productivity, financial insight & collaboration •Coach team members on skill gaps •Identify process changes & system changes to accommodate new products or programs. •Champion of L2T core values & company goals.
Mastery of all Role Requirements at Accounting Manager level •Own the close process end to end •Understand the L2T budget, report on KPIs to ensure that we achieve our goals & stay within budget. •Guides billing coordinator with collection efforts & determines appropriate escalation steps •Adapt the contracting process to meet business needs •Understand all payroll regulations & develop processes to ensure compliance •Responsible for developing budget templates & guiding department heads through budget process. •Enforces L2T governance policies in a judicious manner.
Three to Four
•BA/BS in job field concentration •8-10 years of experience in accounting •5+ years of supervisory experience
Mastery of Accounting Sr. Manager application/tech •Strong understanding of GAAP & technical accounting skills •Expert understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) with the ability to oversee enhancements. •Own all financial functions with ability to make •Advanced knowledge of internal control best practices, applicable tax rules & requirements. •Strong knowledge of 401(k) compliance rules & state regulatory rules
Mastery of all Senior Accounting Manager soft skills •Speak directly to clients about billing or co-op reimbursement concerns & recommend solutions. •Explain complex financial topics to employees in non-financial roles. •Develop & take a lead role in sprint reviews & acceptance criteria for systems development. •Shape product development requirements to ensure successful launch with respect to contracting, billing, expense tracking, and collections. •Motivates employees to do their best work by supporting employees in their tasks/projects
Mastery of all Role Requirements at Senior Accounting Manager level •Identifies financial concepts, procedures & delivers related training for employees •Develop relationships with key vendors to ensure they meet our expectations & deadlines •Reviews vendor/dealer contracts, identifies concern negotiate revisions •Researches vendors for service solutions, evaluates capabilities & negotiates competitive pricing. •Develop long-term vision for staffing of department •Partner with managers to provide financial support with respect to budget decisions & product profitability