Intermediate Accountant

at  CoPilot AI

CoPilot AI is a Vancouver-based SaaS start-up with a mission: to innovate the way people grow their business by humanizing digital interactions in a scalable way.
We believe in maximizing authentic and mutually beneficial human connections for business growth, which is why CoPilot AI automatically targets qualified people on social media, initiates one-to-one conversations, and surfaces timely sales opportunities without requiring any cold calling, events, or expensive advertising. Our goal is to create a place where our customers can have more meaningful conversations at scale.
As we scale into the next phase, we are looking for our first Vancouver-based Intermediate Accountant to join our Finance team!

THE ROLE

Reporting to the Financial Controller, the Intermediate Accountant will be responsible for maintaining financial records, preparing reports, and ensuring accurate financial operations. This position requires a detail-oriented professional with strong analytical and communication skills.
The Intermediate Accountant plays a critical role in CoPilot AI’s ambitious growth plans and seamlessly combines industry knowledge, innovative vision, emotional intelligence, thought leadership, and a solutions-driven approach to promote excellence in alignment with CoPilot AI’s people-first culture.

WHAT YOU’LL DO:

• Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial statements (QuickBooks).
• General Ledger Management: Maintain and reconcile general ledger accounts to ensure accuracy and completeness of financial records.
• Revenue Recognition: Apply SaaS-specific revenue recognition principles and monitor deferred revenue accounts.
• Payroll: Assist with tracking expense reimbursements and preparing bi-weekly payroll reports (ADP).
• Accounts Receivable: Oversee the invoicing process to ensure accurate billing within the system (Stripe).
• Accounts Payable: Process vendor invoices in a timely manner and manage our virtual credit card payment system (Float).
• Audit Compliance: Assist with the annual review engagement and liaise with our external auditors.
• Tax Compliance: Prepare and file monthly sales tax returns in a timely manner to comply with government regulations and deadlines.
• Process Improvements: Collaborate with cross-functional teams to streamline financial operations and enhance efficiency.
• Ad Hoc Projects: Participate in special projects and initiatives as needed.
  This is a critical role within the company, and our expectations are equally high. Whatever you do should drive growth in the right direction. We will reward the right candidate with career growth, professional development opportunities and perks. Most importantly, you will be part of a success story, joining a team of high-performing professionals committed to excellence.