About Jotform
Jotform is a San Francisco-based SaaS company with more than 30 million users worldwide. We are thriving and growing, and we've never needed outside funding. That's because we like keeping things agile, independent, and fun. Jotform believes everyone should be able to create their own online forms. Our 10,000+ ready-made form templates, 100+ integrations, and more than 380 widgets have made us one of the most popular online form builders for organizations of all sizes - from small businesses to enterprises.
About the role
As a Financial Operations Specialist, you will report to the Financial Controller and play an important role in ensuring the efficiency and accuracy of our financial operations. You will help manage day-to-day financial activities, support month-end and year-end close processes, and provide valuable insights that drive strong financial performance. This role requires a strong understanding of financial principles, attention to detail, and the ability to work collaboratively with various departments and teams around the world.
This is a full-time, in-office position.
Key responsibilities of this role include, but are not limited to:
Financial Management:
- Support month-end and year-end close processes
- Prepare and maintain accrual workpapers
- Review monthly reconciliations prepared by our outsourced accounting firm
- Assist with ASC 606 revenue calculations and reconciliations
Record Keeping and Compliance:
- Maintain accurate records of invoices and invoice-related details for audit and other purposes
- Ensure all documentation is up-to-date and readily accessible for review
- Assist business compliance across multiple states, including corporate registrations, annual reporting, license maintenance, and tax-related matters
- Liaise with government agencies and payroll/benefit vendors to resolve any issues
Data Management and Project Support:
- Manage office mailbox daily, including scanning and storing documents
- Assist with ongoing internal projects by verifying the accuracy of migrated information
- Address any discrepancies or issues with migrated data to ensure system integrity
What Do You Need to Be Successful?
- 3-4 years of experience in financial operations, preferably in the tech industry or a fast-paced start-up environment
- Strong knowledge of financial principles, accounting standards, and regulatory requirements
- Expertise in financial software and tools (e.g., ERP systems, Excel, QuickBooks)
- Excellent analytical and problem-solving skills
- Strong attention to detail and accuracy
- Effective communication and interpersonal skills
- Ability to work independently, as well as part of a team across multiple timezones
- Strong organizational and time management skills
- Bachelor's degree in Finance, Accounting, or a related field is strongly preferred
- ASC606 experience is a strong plus
Compensation, Perks & Benefits
- Base pay range: $70K - $110K. Exact compensation may vary based on skills and experience
- Employer-sponsored medical, dental, vision, AD&D, and LTD insurance
- EAP
- 401(k) with 4% company match
- FSA
- 10 days annual vacation, plus 12 company holidays, and office closure between Christmas and New Year
- Professional development stipend after one year of employment
- Monthly commuter benefit stipend
- Convenient location next to the Embarcadero with a great view of the Bay.
Our Process
We'll review your application along with all the others we receive and pick the top profiles for a screening call.In many cases due to time constraints and our candidate volume, only the short-listed candidates are contacted but we do consider each application carefully.If you have been selected as a short-listed candidate, we will contact you for a short screening call to get to know you better. If you don't get a call, please don't be disappointed. We receive many applications for each role and have to prioritize who we speak to.
We thank all applicants in advance for their interest and taking the time to apply in this position at Jotform.
Jotform is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Jotform values your privacy. You can find more information regarding our applicant privacy notice here:
Applicants must be authorized to work lawfully in the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time.