Senior Accountant - FP&A

We're looking for a Sr Accountant (FP&A) Superstar!

All About Aeries

Aeries is a student information system (SIS) that serves millions of users throughout California and Texas. We are the fastest-growing SIS and are looking to accelerate that growth by increasing our sales in California and Texas. Our mission is to deliver data-driven, intuitive, and innovative solutions that empower communities to advance student success. Our vision at Aeries is to build a world where data empowers educators. We believe strongly in the supporting role of technology in education but recognize that there's no replacement for the wisdom and determination of the real people supporting students' academic successes every day. That's why our goal is to build tools that allow educators to focus on what they do best: educating.

Aeries prioritizes quality of life, user experience, and long-term success of those we serve. We build strong, lasting, meaningful relationships with our 700+ customers and our 125 team members.

All About the Job

We're looking for a Senior Accountant with strong FP&A capabilities to join our accounting and finance team and contribute to our continued growth and success. The Senior Accountant will play a dual role, ensuring the accuracy and integrity of financial reporting while also providing strategic financial analysis to support business decisions. This position requires a detail-oriented professional with a strong foundation in accounting principles, advanced Excel skills, and the ability to analyze financial data to drive business performance. The ideal candidate will have experience in both accounting and FP&A, with a proven track record of delivering actionable insights to stakeholders.

Your mission

Accounting Responsibilities

• Assist in the preparation of monthly, quarterly, and annual financial statements in compliance with GAAP
• Assist with general ledger activities, including preparing journal entries, performing account reconciliations, and supporting month-end close processes.
• Assist with tax filings, audits, and other regulatory requirements.
• Maintain and improve internal controls and accounting policies to safeguard company assets.
• Assist with the implementation and optimization of financial systems and tools.

FP&A Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Analyze financial performance against budgets, forecasts, and prior periods, identifying trends and variances.
• Support strategic initiatives by providing financial analysis and scenario modeling for new projects, investments, or business opportunities.
• Collaborate with department heads to develop and monitor departmental budgets and forecasts.
• Track and report on key performance indicators (KPIs), providing actionable insights to improve business performance.
• Assist in the preparation of board materials and investor presentations as needed.

All About You

Education and Experience

• Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA certification preferred.
• Experience working at a SaaS company is preferred but not necessary.
• 3-5+ years of progressive experience in accounting and financial analysis, preferably in a corporate or high-growth environment. Public accounting experience a plus.
• Strong understanding of GAAP and financial reporting requirements.
• Experience with financial planning and analysis (FP&A), including budgeting, forecasting, and financial modeling.
• Proficiency in ERP systems and advanced Excel skills (e.g., pivot tables, VLOOKUP, macros).

Skills and Competencies

• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent attention to detail and organizational skills, with the ability to manage multiple priorities.
• Strong communication and interpersonal skills, with the ability to present financial information to non-financial stakeholders.
• Proactive and self-motivated, with a focus on continuous improvement and process optimization.
• Ability to work independently and as part of a team in a fast-paced environment.

Position Details

Work Location

• HQ is in Orange, California. Hybrid work arrangement may be considered for a superb candidate

Travel Requirements

• Minimal to no travel

Physical Requirements

• Prolonged periods of sitting or standing at a desk and working on a computer.

Compensation

• $100,000 - $125,000 annual salary, based on experience and skills
• Bonuses awarded for exceptional performance and other metric-driven initiatives
• Benefits include:
  • Medical coverage for employees and their covered dependents
  • Health Savings Account with employer contributions
  • Dental and Vision plan with premiums covered 100% for employees
  • 401(k) plan with employer match
  • Generous PTO
  • 11 paid holidays with additional closure from Dec 26 - Dec 31
  • Paid Volunteer & Bereavement time
  • Tuition Reimbursement
  • Company-sponsored in-person events and virtual gatherings

Aeries' Integrity

Aeries Software provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Aeries Software, Inc., is unable to sponsor, or take over sponsorship of, employment visas at this time.