Staff Accountant

About the Work

This is a hands-on role focused on accuracy, ownership of assigned tasks, and continuous improvement. As a Staff Accountant on a newly formed Finance team, you will help establish and document core accounting processes in partnership with the Controller, maintain accurate financial records, and support a smooth month-end close in an accrual-based environment. You’ll balance in-the-weeds execution with process improvements that scale a SaaS business, working closely with the Controller and the broader team.

Accounting Operations & Controls

• Prepare and record journal entries and maintain supporting schedules for accruals, prepaids, fixed assets, and reclasses.
• Maintain the general ledger and ensure accuracy, documentation, and proper coding of all transactions.
• Support billing operations and SaaS revenue recognition under ASC 606, including credits and adjustments, aligned with established policies.
• Assist with multi-state sales tax compliance, including monthly filings, nexus monitoring, and coordination with third-party partners or software.
• Help implement accounting policies, procedures, and internal controls, ensuring evidence of compliance aligned with GAAP.
• Contribute to tool evaluations and perform configuration and testing after selections aremade.

Close & Reporting Support

• Execute monthly, quarterly, and annual close tasks on schedule using repeatable checklists and workflows.
• Reconcile key balance sheet accounts and investigate variances end-to-end, escalating issues with clear context and proposed options.
• Prepare balance sheet and P&L reports and close packets to support management reporting.
• Provide input and execution support on close timeline, automation, and reporting improvements prioritized by the finance leadership team.

Cross-Functional Partnership

• Collaborate with People Ops, Finance, and departmental budget owners to clarify coding, timing, and approvals within established policies.
• Provide timely, clear responses to internal team members and vendors.
• Perform ad hoc analysis and special projects in support of business needs and continuous improvement.

Who We Look For

The best fits for any role on the Planning Center team are people embodying our Core Values:

• Engage with Humility - We actively participate with openness and receptiveness. We are ready to listen, learn, and speak thoughtfully and kindly—regardless of skill level, expertise, or place on the org chart.
• Invest in our team - We give our time and energy to our team’s success—improving collaboration with effective communication, making space for diverse perspectives, sharing knowledge, and asking questions.
• Do Our Best Work - We aspire to do our best possible work—continually looking for ways to improve the quality of our individual output and contribute to our team's overall success and growth.
• Focus on Customer Impact - We advocate for our customer’s best interests in our decision-making—we can trace the goal of every project back to creating positive value for our customers.
• Think Holistically, Work Iteratively - We focus on taking practical steps towards our goals with an awareness of the broader context—thinking big, working small.

We believe the strongest teams comprise people with diverse backgrounds and experiences, and we are committed to cultivating that diversity here at Planning Center. We're building an inclusive, supportive place for you to do your best work.

Requirements

You are a seasoned, roll-up-your-sleeves accounting leader who thrives with a high degree of autonomy and is comfortable turning ambiguity into process. You have:

• Bachelor’s degree in Accounting, Finance, or related field preferred but not required
• 3 or more years of accounting experience
• Experience with month-end close processes
• Prior work with accounting systems (e.g., QuickBooks, NetSuite, or similar)
• Strong understanding of GAAP
• Proficiency in Excel/Google Sheets (VLOOKUPs, pivot tables, etc.)
• Experience with reconciliations, journal entries, and general ledger maintenance
• High attention to detail and accuracy
• Strong organizational and time-management skills
• Ability to manage deadlines and handle multiple priorities
• Able to travel up to three times a year for company-wide gatherings
• Reside in the United States and are eligible to work in the United States (we are currently unable to offer employment to those with H-1B visas)

The Hiring Process
Applications will be accepted until 8:00 AM PST on November 24, 2025.

During the hiring process, you’ll have a chance to interact with several members of our team. We strongly encourage you to bring any questions to anybody you interact with. You’re interviewing us as much as we’re interviewing you.

• Step one: Apply with your resume and thoughtfully complete the application questions—no AI assistance, please. This helps us get an authentic sense of who you are and what excites you.
• Step two: Technical Interview (via Zoom) You’ll have a deeper, role-focused discussion with our VP of Finance and Financial Controller. Together, you’ll explore your technical strengths, problem-solving approach, and how you would contribute to our finance operations.
• Step three: Initial Team Conversation (via Zoom) Meet with a few members of our team for a welcoming conversation where we get to know your background, your experience, and what you’re looking for in your next role. This is also a great opportunity to learn more about Planning Center and the work we do.
• Step four: Final Interview with our Financial Controller (via Zoom) This final conversation is designed to dig a bit deeper into how you work, your priorities, and how you’d partner with the team in your day-to-day role. It’s also a chance to ask any remaining questions so you can feel confident about the potential fit.
• Step five : If all goes well, we'll extend an offer

We’re beginning interviews right away, but the person hired for this role will start in January 2026. This timeline gives both you and our team space for a thoughtful transition.

Benefits

We love our team. It’s one of the core pillars we work off of every day, which is why we take care of you as best we can. Here are a few highlights, but you can find all our benefits here.

Get paid: We pay competitive rates no matter where you live, contribute to your 401k, provide a charitable giving match of up to $2,000 a year, have a generous allowance for continued education, and offer a co-working stipend.

The annual salary range for this position is $110,000 - $130,000.

Be healthy: Generous paid sick time and vacation time, $200 a month for physical fitness and mental health, 95% medical & 100% dental premium health coverage. These are just a few of the benefits we offer — to learn more, check out the link above.

Get out: Paid Fridays off year-round starting in 2026, a month-long sabbatical every five years, one week off between Christmas & New Year, one week off a year to serve with a globally-focused non-profit, and two weeks paid vacation a year increasing to three over time.