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Levitate Verified
Software, SaaS, Marketing Automation, CRM

Accounting Coordinator

Raleigh, NCOnsiteFull TimePosted 1 day agoVisa sponsorship available

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Required skills

  • Proactive
  • Comfort with technology
  • passionate about learning

Nice to have

  • AI

Role summary

Levitate, a growing SaaS company, is seeking an Accounting Coordinator to support its billing and close processes. This role involves processing billing requests, invoicing, ensuring SOX compliance, and identifying process improvements. The ideal candidate will have a Bachelor's degree in accounting or a related field, strong financial system and Excel/Google Sheets proficiency, and a proactive, tech-comfortable approach. The position emphasizes collaboration with Customer Success and Sales teams to resolve billing inquiries and support order entry.

At Levitate, we’re on a mission to make a real impact - for our customers, our team, and the world around us. We believe the best work comes from people who are curious, driven, and excited to grow. Our five core values guide everything we do, and we look for teammates who embody the traits that make those values come to life:

  • Creating Magic ✨ You have the persistence and grit to turn ambitious ideas into remarkable outcomes.
  • Showing Customer Empathy ❤️ You bring humble confidence, listening deeply, and putting customers first.
  • Making Data-Driven Decisions 📊 You pair creativity with insights to make smarter, faster choices.
  • Focusing on Solutions, Not Problems 🔍 You approach challenges with positivity and critical thinking, always looking for the way forward.
  • Making Small Improvements Every Day 🌱 You embrace coachability and lean into discomfort to grow, improve, and drive lasting change.

    • Here, you won’t just do a job, you’ll help create meaningful experiences, solve real problems, and shape the future of our company.

    Our rapidly growing Software as a Service Company is hiring an Accounting Coordinator to join our team. You will help drive our continued success by providing accounting expertise within our existing billing and close process. Working closely with the Success and Sales teams, you will focus your talent on efficiently processing billing requests, invoicing, SOX compliance, and providing suggestions to improve and streamline our process(es).

    Responsibilities

  • Manual billing adjustments and account changes in our billing platforms
  • Accounting close, including billing reconciliations, reporting, and managing related controls, including SOX compliance
  • Accounts payable processing and GL coding
  • Maintaining systems, procedures, policies, and tools to drive proper accounting procedures and controls
  • Identifying opportunities, solving problems, and escalating issues as needed.

    • Primary Areas of Focus

  • Monthly close, including validating billing process compliance and reporting
  • Processing manual billing transactions, including credits, refunds, and rebills
  • Supporting order entry process and conversion of prospects to paid customers
  • Reconciling and maintaining accounting systems
  • Partnering with Customer Success on billing questions and past-due accounts

    • Requirements

  • Bachelor’s degree in business, accounting, or a related field
  • Proactive and a self-starter
  • Desire to learn and use AI to drive efficiency in day to day tasks
  • Strong communication skills
  • Comfort with technology and experience maintaining control procedures
  • Proactive and passionate about learning
  • Strong experience with financial systems
  • Proficiency with Excel and/or Google Sheets

    • Our commitment to our staff is showcased not only through our strong company culture, but also through our employee-centric benefits and programs including:

  • Daily catered lunches from locally-owned restaurants and diverse snack offerings
  • Employee-led groups (run club, disc golf club, and book club, just to name a few) that bring employees with similar hobbies and interests together to inspire and build relationships
  • Plentiful opportunities to volunteer with and contribute to local organizations that align with the passions of our staff
  • Flexible PTO to facilitate strong work-life balance
  • Paid parental leave that provides employees with support and flexibility as they grow their families
  • Extensive benefit options including healthy lifestyle reimbursement, 401(k) matching, HSA/FSA, dental, vision, and mental health coverage, and much more
  • Culture Crew and Emerging Leader programs to foster employee leadership development, inclusivity, and connection through year-round trainings and events
    • Ready to apply?
    You'll be redirected to Levitate's application page.

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