Staff Accountant

October 26, 2022

Job Description

Company Description

Ubiquity Retirement + Savings®️ has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $2.8 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity also produced a hard-hitting documentary with producers and editors from CNN, highlighting the challenges Americans face in saving for their futures. Watch Broken Eggs: The Looming Retirement Crisis in America today (link at the bottom of the post) and join the movement towards building a bright retirement.

Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

Learn more about our values:

See us in the news:

Find out what our employees think:

Watch Broken Eggs on YouTube:

We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine’s Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values* and our motto “Freedom with Accountability” guide the way we work to support our mission.

We are a growing company that wants you to be a part of our success!

Job Description

The Staff Accountant will be an integral part of the Finance + Accounting team and will ensure that transactions are completed timely and accurately. The Staff Accountant is responsible for accurately overseeing day-to-day accounting processes and financial information and will assist with the monthly and quarterly close processes. The position will record and reconcile financial transactions, investigate, and resolve issues, and perform analyses used for internal reporting.

Core Responsibilities

  • Process vendor disbursements and maintain the Accounts Payable ledger
  • Invoice customers and maintain an accurate Accounts Receivable ledger
  • Complete Journal Entries in accordance with US GAAP
  • Function as a key point of contact for clients and internal departments: Generate client-specific reporting; Research and respond to billing and pricing inquiries
  • Complete partner revenue share calculations and payments
  • Prepare well-supported account reconciliations to ensure integrity of account balances. Research and propose resolution for discrepancies on identified issues
  • Maintain an orderly workflow according to priorities; Create and maintain Standard Operating Procedure documentation
  • Complete other tasks and analysis as needed

Corporate Finance – General understanding of corporate finance, including banking, financial analysis, revenue recognition, and application of US GAAP in financial statement preparation

Accounting – Broad understanding of the technical accounting issues relevant to a financial technology/SAAS company in a high-growth environment.  Ability to keep up to date with new accounting rules and regulations

Problem Solving – Takes a critical and methodical approach when problem solving

Accountability – Takes personal responsibility for the quality, accuracy, and timeliness of work, and achieves results with little oversight


  • Bachelor’s degree in Accounting, or equivalent experience
  • 1 – 3 years experience in accounting or other related fields
  • Strong Excel spreadsheet skills which include the use of Lookups and Pivot Tables
  • Ability to meet strict deadlines with a high level of attention to detail
  • Strong analytical skills along with sound judgment
  • Ability to prioritize multiple functions and work with limited supervision
  • Pleasant communication skills and the ability to interact with external and internal customers while maintaining confidentiality and adhering to company policies and ideals
Additional Information

This is a salaried, full-time position with a salary range of $60 – 75k annually. Our Finance + Accounting team meets at our San Francisco office at least one day per month, so local candidates to the San Francisco Bay Area are preferred. Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus, find our four values on our website and list them in your cover letter.

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

We offer:

  • Competitive compensation package
  • Generous stipend toward premiums for medical, dental, and vision
  • Learning and development stipends
  • 401(k) Matching
  • Monthly wellness subsidies
  • Equity incentives
  • Flexible PTO policy
  • Time off for volunteering
  • Emphasis on internal promotions
  • Regular performance reviews
  • Remote work culture

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.