Momentum AMP | Remote | Full-Time
Momentum AMP (by NowCerts) is seeking a driven and relationship-focused Sales Account Executive to join our growing team. This role is central to expanding our client base and strengthening our presence in the insurance technology space. You’ll be responsible for generating leads, prospecting, closing new business, and managing accounts, while building strong relationships with agency clients.
About the Role
We are seeking an experienced, hands-on Director of Accounting and Operations to lead and execute our financial and operational accounting functions across a complex, multi-entity structure. This role is both strategic and highly operational. The Director will be expected to oversee systems and staff while also stepping in to perform core accounting and operational tasks as needed to ensure accuracy, continuity, and timely execution.
Key Responsibilities
Accounting & Operational Leadership
- Lead and oversee all accounting operations using QuickBooks Online (QBO), including accrual accounting, month-end close, and financial reporting in accordance with GAAP.
- Perform and oversee revenue reconciliation, including Stripe processing and cash-in-transit accounting.
- Manage multi-entity accounting, intercompany transactions, and consolidated financial statements.
- Develop, implement, and maintain internal controls, accounting policies, and procedures.
- Ensure accuracy, timeliness, and completeness of all financial records.
Hands-On Execution (As Needed)
- Prepare and review journal entries, reconciliations, schedules, and supporting documentation when required.
- Step in to complete critical accounting, close, and reporting tasks during high-volume periods, transitions, or staff absences.
- Maintain detailed, working knowledge of all systems and workflows to ensure operational continuity.
Team Leadership
- Manage and mentor accounting staff, set clear performance expectations, and support professional development.
- Review staff work for accuracy, completeness, and compliance with company standards.
Payroll & HR (As Applicable)
- Oversee and, when necessary, process payroll to ensure accuracy and compliance.
- Support employee onboarding and finance-related HR processes (as applicable).
Cross-Functional & Strategic Support
- Partner with leadership on budgeting, forecasting, and financial planning.
- Support audits, tax compliance, and external reporting requirements.
- Provide financial insights to support operational and strategic decision-making.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; CPA or advanced degree preferred.
7+ years of progressive experience in accounting and operations, including leadership responsibility.
Strong expertise in accrual accounting, multi-entity consolidations, and revenue reconciliation.
- Proven experience using QuickBooks Online (QBO) in a multi-entity environment.
- Ability to balance strategic leadership with hands-on execution as business needs require.
- Experience with payroll systems and payment platforms (e.g., Stripe) preferred.
- Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.
Benefits & Compensation
We offer a competitive compensation and benefits package designed to support your professional and personal well-being, including:
- Competitive base salary commensurate with experience
- Health, dental, and vision insurance
- Retirement plan with company contribution or matching
- Paid time off, holidays, and sick
- Professional development and continuing education support
- Technology and home office support (as applicable)
