Accountant 2, General

Position : General Accountant

Location : San Diego, CA

Duration : 06 Months

Total Hours/week : 40.00

1^st Shift

Client : Medical Devices Company

Job Category : Finance

Level of Experience : Mid-Level

Employment Type : Contract on W2 (Need US Citizens or GC Holders or GC EAD or OPT or EAD or CPT)

JOB DESCRIPTION:

• Role will support day to day accounting, billing, accounts receivable, AP processing, and close activities.
• This role is highly hands-on and will work across multiple systems (QuickBooks, Maxio, Salesforce, JPMorgan, and SharePoint) to ensure timely invoicing, cash application, reconciliations, reporting, and month end close support.
• The role will closely partner with internal stakeholders, GBS, and downstream accounting teams to maintain operational stability.

Key Responsibilities

Revenue, Billing & Accounts Receivable

• Prepare and process monthly and weekly invoicing for subscription and hardware revenue using QuickBooks, Maxio, and Salesforce
• Support new deal invoicing and processing of new opportunities, including transaction configuration in Maxio and alignment with Salesforce data
• Perform manual hardware invoicing and resolve billing exceptions
• Monitor and manage the shared AR inbox, responding to customer inquiries related to invoices, POs, contracts, payment status, and account updates
• Apply customer cash receipts and research discrepancies using QuickBooks and JPMorgan bank data
• Support expired transaction reviews and follow up on unresolved billing or payment issues

Cash, Banking & Reconciliations

• Perform weekly bank reconciliations using QuickBooks and JPMorgan extracts
• Identify and support intra business unit cash transfers, including researching misdirected payments and coordinating entries
• Track expected customer payments and coordinate with stakeholders on payment timing and resolution

Reporting & Compliance Support

• Prepare and submit monthly sales and operational reports, including: Sales reporting State sales tax reporting using custom QuickBooks reports and Excel templates
• Support Canada-related reporting activities (sales reporting, deferred revenue schedules, manual billings, and cash application) as part of transition readiness
• Assist with annual property tax, 1099s, and verification activities as needed

Month-End Close Support

• Record and support close entries, including: Deferred revenue, Royalties, Prepaids and amortization, Commissions, System load entries
• Assist with day 1 flash reporting and post-close support
• Ensure documentation is saved and maintained in SharePoint and close support folders

Systems & Process Support

• Work across multiple finance and operations systems, including: QuickBooks (US & Canada), Maxio, Salesforce, JPMorgan banking tools, SharePoint

Required Skills & Experience

• 3 5+ years of experience in accounting operations, AR, billing, or finance support
• Hands-on experience with QuickBooks and accounting under US GAAP (required); Maxio and Salesforce experience strongly preferred
• Comfort working in manual, transition-state environments with evolving processes
• Strong attention to detail and ability to manage recurring deadlines (weekly and monthly)
• Solid communication skills for customer, internal, and cross functional interactions
• Proficiency in Excel and shared documentation tools (SharePoint)

Preferred Qualifications

• Bachelors degree in Accounting and/or CPA Experience supporting SaaS or subscription-based revenue models
• Exposure to month-end close in a multi-entity environment
• Experience working with bank reconciliations and cash application
• Background supporting ERP or finance transformation projects is a plus

Success in This Role Looks Like

• Accurate and timely invoicing and cash application
• Minimal AR backlog and responsive customer communication
• Clean bank reconciliations and reliable reporting