Canoe Intelligence
Canoe Intelligence
Title:
Staff Accountant
Location:
New York City (hybrid)
Salary:
$90,000 - $110,000 + Bonus & Equity
Website:
https://canoeintelligence.com/
The Role We’re looking for a Staff Accountant to join our growing Finance & Operations team and help transition key accounting processes in‑house. You’ll own the execution of core workflows — including AP, AR, reconciliations, prepaids, and fixed‑asset schedules — and ensure timely, accurate reporting that supports our month‑end close. This is a great opportunity for someone who thrives in a high‑growth SaaS environment, has strong attention to detail, and enjoys building scalable processes as the company expands.
What You’ll Do Accounts Payable
Manage vendor invoice intake, coding, approvals, and payment scheduling
Maintain accurate vendor records and ensure timely payment processing
Reconcile AP subledger and support accrual entries for month‑end
Identify opportunities for automation and process efficiency in AP workflows
Accounts Receivable
Generate and send client invoices in accordance with billing schedules and contracts
Track collections, follow up on outstanding invoices, and manage AR aging
Record cash receipts and apply payments accurately to customer accounts
Partner with Client Success and FP&A to resolve billing questions or discrepancies
Bank & Reconciliations
Prepare weekly cash reconciliations; monitor incoming and outgoing payments
Maintain accurate accounting of credit‑card expenses and reimbursements
Support ERP and payment‑system enhancements
Document workflows and assist in standardizing policies for AP/AR cycles
Contribute to cross‑functional projects that improve cash‑flow visibility and reporting
Close Support
Assist with journal entries, accruals, and reconciliations tied to AR/AP activity
General Support
Partner with external advisors and auditors to ensure documentation and controls are complete
Assist with process improvements and systems integration (ERP, AP automation, etc.)
Provide ad‑hoc analysis to support FP&A and leadership reporting
Help streamline the transition from outsourced accounting (Attivo) to a robust in‑house function
What We’re Looking For
Bachelor’s degree in Accounting, Finance, or related field
2–5 years of accounting experience (startup, SaaS, or public + private mix preferred)
Strong knowledge of GAAP and general ledger processes
Proficiency in Excel / Google Sheets (pivot tables, formulas)
Experience with accounting systems (NetSuite, QuickBooks Online, or comparable ERP)
Experience with Bill.com, Ramp
High attention to detail and organizational skills; able to prioritize in a fast‑moving environment
Curiosity and ownership mindset — you enjoy improving processes, not just executing them
CPA or CPA‑track a plus, but not required
What You’ll Get
Medical, dental, vision benefits
Flexible PTO
401(k)
Flexible work from home policy
Home office stipend
Employee Assistance Program
Gym/Wifi reimbursement
Education assistance
Parental Leave
Our Values
Client First — Listen, and deliver client‑centric solutions
Be An Owner — Take initiative, improve situations, drive positive outcomes
Excellence — Always set the highest standard for yourself and others
Win Together — 1 + 1 = 3
Who We Are Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly‑frustrating, time‑consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI‑driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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Title:
Staff Accountant
Location:
New York City (hybrid)
Salary:
$90,000 - $110,000 + Bonus & Equity
Website:
https://canoeintelligence.com/
The Role We’re looking for a Staff Accountant to join our growing Finance & Operations team and help transition key accounting processes in‑house. You’ll own the execution of core workflows — including AP, AR, reconciliations, prepaids, and fixed‑asset schedules — and ensure timely, accurate reporting that supports our month‑end close. This is a great opportunity for someone who thrives in a high‑growth SaaS environment, has strong attention to detail, and enjoys building scalable processes as the company expands.
What You’ll Do Accounts Payable
Manage vendor invoice intake, coding, approvals, and payment scheduling
Maintain accurate vendor records and ensure timely payment processing
Reconcile AP subledger and support accrual entries for month‑end
Identify opportunities for automation and process efficiency in AP workflows
Accounts Receivable
Generate and send client invoices in accordance with billing schedules and contracts
Track collections, follow up on outstanding invoices, and manage AR aging
Record cash receipts and apply payments accurately to customer accounts
Partner with Client Success and FP&A to resolve billing questions or discrepancies
Bank & Reconciliations
Prepare weekly cash reconciliations; monitor incoming and outgoing payments
Maintain accurate accounting of credit‑card expenses and reimbursements
Support ERP and payment‑system enhancements
Document workflows and assist in standardizing policies for AP/AR cycles
Contribute to cross‑functional projects that improve cash‑flow visibility and reporting
Close Support
Assist with journal entries, accruals, and reconciliations tied to AR/AP activity
General Support
Partner with external advisors and auditors to ensure documentation and controls are complete
Assist with process improvements and systems integration (ERP, AP automation, etc.)
Provide ad‑hoc analysis to support FP&A and leadership reporting
Help streamline the transition from outsourced accounting (Attivo) to a robust in‑house function
What We’re Looking For
Bachelor’s degree in Accounting, Finance, or related field
2–5 years of accounting experience (startup, SaaS, or public + private mix preferred)
Strong knowledge of GAAP and general ledger processes
Proficiency in Excel / Google Sheets (pivot tables, formulas)
Experience with accounting systems (NetSuite, QuickBooks Online, or comparable ERP)
Experience with Bill.com, Ramp
High attention to detail and organizational skills; able to prioritize in a fast‑moving environment
Curiosity and ownership mindset — you enjoy improving processes, not just executing them
CPA or CPA‑track a plus, but not required
What You’ll Get
Medical, dental, vision benefits
Flexible PTO
401(k)
Flexible work from home policy
Home office stipend
Employee Assistance Program
Gym/Wifi reimbursement
Education assistance
Parental Leave
Our Values
Client First — Listen, and deliver client‑centric solutions
Be An Owner — Take initiative, improve situations, drive positive outcomes
Excellence — Always set the highest standard for yourself and others
Win Together — 1 + 1 = 3
Who We Are Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly‑frustrating, time‑consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI‑driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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