Certified Public Accountant

Overview: Join Upward Insights

Upward Insights (UI) is a Financial Management company dedicated to delivering outsourced Accounting and Finance Department services exclusively to high-growth technology companies. We are seeking a detail-oriented Accountant to join our team and help deliver core financial services to our diverse client base.

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The Impact of the Role

This role is integral to both Upward Insights and the clients we serve. We are looking for an individual who is ready to fully own their function and make a measurable impact.

• For the Client(s): The data and reports you produce will be the foundation for the client's executive team to make critical financial and operational decisions. Your precision directly impacts the client's relationships with every partner, customer, vendor, and employee.
• For Upward Insights: You will be embedded alongside our team in the client's world, becoming a key person in both our business and theirs. Your success is our success.

Work Format & Logistics

• Location: 100% Remote / Work from Home.
• Required Time Zone: US Mountain Time (MST). You must be available to work the night shift to align with client and team core hours. (approx. 11 PM to 4 AM Philippine Time)
• Schedule: This is a 40-hour per week role following a core hour system, providing excellent flexibility. Employees must be online and actively working during our Core Hours (9:00 AM MST – 2:00 PM MST) to collaborate with the team and clients. The remaining 3 hours of your daily 8-hour shift can be scheduled flexibly.
• Equipment Provided: UI will provide all necessary equipment- Laptop, Extra Screens, Mouse, Headphones and Docking Station.
• Home Office Perks: Reimbursement for a new Home Office Desk and Home Office Chair.
• Requirements: Must have a stable internet connection and a quiet work space/home office.

Pay, Benefits, and Employment

• Pay: USD $1,000 – $1,500 per month (depending on experience).
• Employment Type: Full time/Permanent.
• Paid Time Off: 20 Days of Paid Time Off (PTO) annually, available for immediate use upon hire, calculated on a prorated basis.
• Bonuses: Eligible for Performance and End-of-Year Bonuses.
• Training: Fully compensated andcomprehensive on-the-job training will be provided.

Core Responsibilities

The role centers on the following daily, weekly, and monthly accounting functions for our technology clients:

Daily / Weekly Focus

• Inbox & File Management: Manage, organize, and action all incoming emails in the client's accounting inbox; file relevant documents, and maintain the client's Master List of key relationships and folders.
• Bookkeeping: Categorize all financial transactions daily to maintain accurate financial statements.
• Accounts Payable (AP) Management: Process all incoming bills, route them for approval via the AP system, and accurately record payments to maintain the vendor aging balance.
• Accounts Receivable (AR) & Invoicing: Generate and send invoices to the client's customers, record incoming payments, and maintain an accurate customer AR aging balance.

Weekly / Monthly Focus

• Prepare Financial Operations Reports (Weekly): Summarize key financial statistics (cash flows, AR/AP balances) and provide commentary on significant activities.
• Month-End Close Support (Monthly): Reconcile all accounts and prepare detailed supporting schedules for all Balance Sheet and P&L accounts to ensure the accuracy of financial statements.

Desired Skills & Experience

Required Experience & Qualifications

• 3+ years of experience in an Accountant capacity.
• Fluent English speaking and writing skills (Must have).
• Proven experience delivering service to external clients.
• Bachelor's degree in Accounting and/or Finance.
• CPA license or equivalent certification.
• Advanced Microsoft Excel skills: Must be proficient enough to create spreadsheets with pivot tables, write SUMIF and IF/THEN formulas, and work efficiently.

Preferred Skills & Qualifications (A Plus)

• Experience working with US companies.
• Familiarity with the following software:
• QuickBooks Online
• or other Accounts Payable systems
• Google G-Suite Products (Drive, Gmail, etc.)

Desired Traits (The Right Fit)

We believe traits are as important as technical experience. We are looking for individuals who:

• Possess a genuinely positive attitude.
• Take pride in their work and strive for excellence without compromise.
• Are proactive and work ahead of deadlines.
• Demonstrate a desire to learn and continuously improve.
• Own their role/function fully and take accountability for all results and mistakes.

Job Types: Full-time, Permanent

Pay: Php82,000.00 per month

Benefits:

• Additional leave
• Flexible schedule
• Paid training
• Work from home

Application Question(s):

• This role requires you to be available and working from 11PM to 4AM(Philippine Time) - are you willing and able to work this late?
• Are you able to work from home and do you have a quiet room to reserve for "home office"?

Education:

• Bachelor's (Required)

Experience:

• Accounting: 3 years (Required)

Language:

• English (fluent) (Required)

License/Certification:

• CPA License (Required)

Work Location: Remote

Application Deadline: 12/31/2025