Job Summary

The Accountant is a core member of Steelhead’s Finance team, responsible for day-to-day

bookkeeping, month-end close activities, and accounts payable and receivable. You will communicate professionally with customers and vendors on billing and payment matters, collaborate cross-functionally with Sales, RevOps, and Customer Success, and help maintain the accuracy of Steelhead’s financial records as we scale. This role offers a clear path toward accounting management and is ideal for someone who is eager to learn, detail-oriented, and excited to grow with a fast-moving software company.

Your Responsibilities as an Accountant

Accounting & Month-End Close

• Maintain daily bookkeeping and bank reconciliations in QuickBooks Online

• Prepare journal entries, account reconciliations, and revenue reporting schedules

• Process AP/AR transactions; manage invoicing, vendor payments, and expense reporting

• Read and interpret sales contracts to ensure accurate billing and revenue treatment

Financial Reporting

• Assist in the preparation of monthly financial reports for leadership

• Build and maintain key Excel reports; support SaaS metrics reporting (MRR, ARR, deferred

revenue)

• Respond to ad-hoc reporting and analysis requests from the leadership team

Communication & Collaboration

• Communicate with customers and vendors on billing, payments, and inquiries

• Partner with Sales, RevOps, and Customer Success to keep revenue data accurate and up to

date

• Collaborate cross-functionally to support business operations as the company scales

Steelhead’s Core Values

Our core values define who we are and how we work together to drive success. These values guide every interaction — with customers, our internal team, industry partners, and the public. They serve as our foundation when making decisions, overcoming challenges, and striving for excellence. As a member of the Steelhead team, we expect you to embody and uphold these values in your daily work:

• Customer Obsession – Create dream outcomes for customers.

• Relentless Curiosity – Understand from first principles.

• Integrity – Everything we do is built on trust.

• Ownership – Success is not an accident.

• Conviction – Whether you think you can, or you think you can’t, you’re right.

Required Qualifications

• Associate’s degree in Accounting, or equivalent knowledge of double-entry bookkeeping and

accrual accounting

• Experience with QuickBooks, Xero, or similar accounting software

• Hands-on AP and AR experience, including expense reporting and bank reconciliation

• Ability to read and understand sales contracts

• Proficiency in Excel; strong math and analytical skills

• Strong communication skills — comfortable working with customers, vendors, and

cross-functional teams

• Personal and professional profile aligned with Steelhead’s core values

Preferred Qualifications

• Bachelor’s degree in Accounting or related field

• Prior SaaS company experience

• Experience with revenue recognition software (e.g., Maxio)

• Willingness to learn and adapt to new accounting systems and processes

Compensation:

$65,000 + participation in Steelhead’s Employee Appreciation Rights (EAR)

program