Staff Accountant

Are you a proactive, detail-oriented professional who thrives in a dynamic, fast-paced environment? Do you excel at managing financial tasks, anticipating needs, and ensuring accuracy? If so, we want to meet you!

At Work Shield, we’re on a mission to create safer, more positive workplaces by transforming how organizations address harassment, discrimination, and misconduct. Every day, we foster integrity, trust, and innovative solutions that make a difference for employers and employees nationwide. As a Staff Accountant, you’ll play a critical role in supporting our financial operations and contributing to this meaningful mission. Your work will directly impact the operational excellence of Work Shield.

Based in Dallas, Texas, this in-office position is more than just crunching numbers – it’s an opportunity to collaborate with a high-performing team, drive operational excellence, and support a high-growth, private equity backed company. You’ll take ownership of key accounting functions, working in a supportive and innovative environment where your contributions matter.

What You’ll Do

As a staff accountant, you will collaborate with the accounting team to:

Manage Accounts Receivable (AR):

• Generate and send invoices.
• Take a proactive approach to collections by following up on unpaid invoices through email and phone calls.
• Maintain accurate records of AR activities, including documentation of communication and resolutions.

Oversee Accounts Payable (AP):

• Process vendor payments and approvals, ensuring all payments are timely and accurate.
• Review and verify invoices for accuracy, resolving discrepancies as they arise.

Process Payroll:

• Run bi-weekly payroll, ensuring all hours, commissions, and benefits contributions are up-to-date.

Manage the Monthly Close Process:

• Within 5 business days after month end, ensure all transactions are closed, accruals are made, and bank recs are complete.

Record Daily Financial Transactions:

• Enter all financial transactions into Sage Intacct with precision and attention to detail.
• Reconcile accounts regularly to ensure accuracy and consistency.

Provide Excellent Customer Service:

• Serve as a key point of contact for client billing and payment inquiries, offering prompt and professional solutions.

Improve Processes:

• Identify opportunities to enhance operations, providing greater accuracy and efficiency.

Execute Special Projects:

• Work closely with the leadership team on special projects, including but not limited to the annual audit, tax preparation, board deck review, and budgeting/forecasting.
• Assist with compliance and financial regulations.

Contribute to the Team and Mission:

• Live the values of Work Shield by demonstrating commitment, respect, collaboration, innovation, and success in everything you do.

What We’re Looking for

To thrive in this role, you should have:

Experience & Expertise:

• A Bachelor’s degree in Accounting, Finance, or a related field.
• A CPA is preferred.
• At least 2 years of experience in accounting, with experience in a public accounting role preferred.
• Proficiency in Sage Intacct (preferred) or other ERP.
• Familiarity with technology tools such as Paystand (AR) and Ramp (AP) is a plus.

Organizational Skills:

• Exceptional organizational skills and meticulous attention to detail, ensuring accuracy in all financial tasks.

Communication Skills:

• Strong verbal and written communication skills, including the ability to professionally handle client calls and inquiries.

Problem-Solving and Initiative:

• A proactive problem-solving mentality with the ability to prioritize tasks, meet deadlines, and navigate challenges effectively.

Customer Service Mindset:

• A collaborative approach with a focus on providing exceptional customer service and resolving issues promptly, but also able to handle conflict by holding clients accountable to their obligations.

Technical Proficiency:

• Familiarity with Google Workspace (Docs, Sheets, etc.) and other cloud-based tools.

Compensation and Benefits:

The salary range for people entering this role is up to $75,000/year, commensurate with relevant experience and qualifications. This role is also eligible for a discretionary bonus based on individual and organizational performance and goal attainment.

At Work Shield, we believe in providing a well-rounded package that supports both your personal and professional life. Our total rewards package includes a flexible benefits plan and career development programs designed to help you thrive in a diverse and supportive workplace. Here’s what we offer:

• Medical, Vision and Dental Insurance
• Paid Time-Off Program 13 Company Paid Holidays
• Health Spending Account ( Employer Contributions)
• 401(k) Retirement Plan
• Gym Membership
• Basic Life and Supplemental Life Insurance
• Long-Term Disability
• Company Parking
• Professional Development and Learning Opportunities
• On-the-job Training and Skills Development

Employment Type

This is a full-time, in office position. This position is an "at-will" position. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

Industry

Human Resources/Risk Management/Technology Solutions

Location

Dallas, TX

Travel

Rare, if any