Job Description

Senior Accountant, Special Projects – Remote


Full Time


Job Summary: Looking to build upon your track record as a rising accountant in a rapidly growing segment of the financial services industry? You will work tightly with the Driven Insights finance and accounting teams, where you’ll gain very meaningful experience with rapidly growing clients. You will learn our proprietary best practices and use cutting-edge technology. You’ll be part of a collaborative, fast-paced work environment, where hitting deadlines is a way of life and details matter. The opening is immediate.

Location: Work from Home


  • Medical, Dental, Vision, Life, and Disability Insurance
  • Flexible Spending Account
  • Flextime
  • Generous PTO Policy
  • Permanent Work from Home
  • Amazing culture & team
  • Growth opportunities abound multiple tracks to choose from
  • Company 401k Contribution
  • Loads of Tech Gear, including 3 monitors, laptop, etc.
  • Annual In-Person Get Together


  • Serve as a key member of the new client onboarding team
  • Take a central role in welcoming new clients to Driven Insights and overhauling their accounting function to encompass Driven Insights’ best practices
  • Observe, manage, and refine revenue cycle (order to cash) processes
  • Observe, manage, and refine expense management processes
  • Observe, manage, and refine payroll processes
  • Manage & leverage accounting technology, such as QuickBooks, BILL, Avalara, Divvy and business intelligence/subscription billing tools such as Maxio
  • Research & implement new technologies
  • Assist in financial close, KPI (key performance indicators) measurement & management/board reporting
  • Establish clear procedures & smoothly hand off new client to the ongoing accounting team
  • Participate in various projects and support ongoing Driven Insights clients
  • Oversee compliance with GAAP and relevant regulatory requirements
  • Own and evolve internal client accounting processes to promote efficiency and ensure data accuracy


  • Experience successfully revamping accounting processes and technology
  • Ability to streamline highly complex processes into standard, efficient processes
  • Strong QuickBooks Online experience required. Xero, Intacct & NetSuite are a plus
  • Robust track record of identifying, measuring, and leveraging finance & accounting KPIs to inform management decision-making.
  • Exceptionally strong Google Sheet / Microsoft Excel GAAP-compliant financial modeling skills
  • Sound written and verbal communication skills
  • Problem-solving, critical thinking, decision-making & project management skills
  • Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses
  • Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail
  • Maintain a positive, solutions-focused attitude
  • High ability to self-start and operate independently with clear direction
  • Ability to use good judgement and protect confidentiality
  • Deliver consistent, excellent customer service to internal/external stakeholders


  • Experience as lead, full-charge accountant in rapidly growing firm(s)
  • Bachelor’s Degree in Accounting
  • Master’s in Accounting and/or CPA license preferred
  • Minimum 3-5 years of experience as a Senior Accountant
  • 2+ years of audit work as an auditor in CPA firm