Accounting Associate - AR

Swiftly, Inc.; San Francisco (CA); Remote; CAD 80,000 - 107,000; Full time

Benefits offered by this job

Competitive salary

Equity compensation

Medical, Dental and Vision

Retirement with Employer Match

Flexible PTO

Home office setup reimbursement

Monthly cell/internet reimbursement

Be Well stipend

Travel flexibility

Flexible work environment

Job summary

Swiftly, Inc. is seeking an Accounting Associate — Accounts Receivable to own invoicing, collections, and state/tax compliance. You will ensure accurate billing, process payroll, and support month-end close in a fast-paced, distributed team environment.

The role emphasizes organization, cross-team communication, and ownership of details. Prior experience with Maxio, QBO, Avalara, and government billing is a plus, with opportunities across US and Canada.

Qualifications

• 1–3 years of experience in accounts receivable, billing, or accounting operations.
• Highly organized with a strong attention to detail — you take pride in accurate, timely invoicing and collections.
• Clear communicator, comfortable following up with customers and internal teams on outstanding items.
• Experience with or willingness to learn Maxio (or similar subscription billing platforms), QBO, and Avalara.
• Comfortable managing a high volume of recurring tasks across multiple workstreams.
• Experience with government agency billing or procurement portals is a plus.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field preferred.

Responsibilities

• Invoicing & Billing: Process daily invoicing in Maxio for SaaS subscriptions; handle invoicing outside Maxio for non-standard and custom deals.
• Collections & Cash: Monitor accounts receivable aging daily; follow up on overdue balances and elevate to management as needed.
• Tax & Compliance: Oversee Avalara; monitor automated sales tax filings, manage new state registrations, and maintain resale certificates and the State & International Tax Registry.
• Month-End Close Support: Prepare accounts receivable reconciliation for close; review revenue and deferred revenue with accounting team.
• Payroll: Process semi-monthly payroll; ensure payroll tax compliance; reconcile to GL and prepare journal entries; support 941s and W-2s.

Skills

Accounts receivable

Billing

Accounting operations

Communication

Multi-state compliance

Education

Associate's or Bachelor's degree in Accounting, Finance, Business, or related field

Tools

Maxio

QBO

Avalara

Job description

Company Description

Swiftly is on a mission to help cities move more efficiently. We are the leading transit data platform for agencies to share real-time passenger information, manage day-to-day operations, and improve service performance. Today, over 200 transit agencies in 12 countries – including LA Metro, MARTA, SEPTA, and MBTA – rely on Swiftly to improve on-time performance by up to 40% and increase passenger information accuracy by up to 50%. The result is better service reliability, increased ridership, and more efficient transit operations.

Company Description

Swiftly is on a mission to help cities move more efficiently. We are the leading transit data platform for agencies to share real-time passenger information, manage day-to-day operations, and improve service performance. Today, over 200 transit agencies in 12 countries – including LA Metro, MARTA, SEPTA, and MBTA – rely on Swiftly to improve on-time performance by up to 40% and increase passenger information accuracy by up to 50%. The result is better service reliability, increased ridership, and more efficient transit operations. Even though Swiftly's HQ office is located in San Francisco, CA, we are open to candidates in most locations across the U.S. as well as Ontario and British Columbia, Canada. At this time we are unable to provide Visa sponsorship.

About The Finance & Accounting Team

The Finance & Accounting team keeps Swiftly's financial engine running — from month-end close and revenue recognition to compliance, payroll, and vendor operations. We're a small, high-ownership team that operates at the intersection of rigorous process and practical problem-solving. You'll work closely with the Controller and Staff Accountant in a role that has real visibility and real impact across the business.

About The Role

Reporting to the CFO, the Accounting Associate — Accounts Receivable will own Swiftly's invoicing, collections, and sales tax compliance function. You'll be the person who makes sure customers are billed accurately and on time, cash gets into the bank, and Swiftly stays registered and compliant across every state we operate in.

This is an ideal role for someone who is organized, communicates well across teams, and takes ownership of the details that keep the business running smoothly.

What You'll Do

Invoicing & Billing

• Process daily invoicing in Maxio for SaaS subscriptions; handle invoicing outside Maxio for non-standard and custom deals
• Manage invoice submissions through customer procurement portals for government agency customers

Collections & Cash

• Monitor accounts receivable aging daily; follow up on overdue balances and elevate to management as needed
• Perform daily cash reconciliation across all cash accounts and monitor lockbox deposits

Tax & Compliance

• Oversee Avalara: monitor automated sales tax filings, manage new state sales tax registrations, and maintain resale certificates and the State & International Tax Registry
• Handle vendor resale certificate requests
• Register Swiftly in new states as headcount expands — coordinate registered agent setup through LegalZoom, Secretary of State filings, and ADP jurisdiction configuration
• File annual state reports across all registered states (e.g., CA Statement of Information)
• Manage business license renewals across active jurisdictions

Month-End Close Support

• Prepare accounts receivable reconciliation for close
• Prepare and review revenue and deferred revenue items in coordination with accounting team

Payroll

• Process semi-monthly payroll for all employees, including salaries, hourly wages, commissions, and bonuses
• Ensure compliance with federal, state, and local payroll tax requirements, including multi-state withholding and registrations
• Reconcile payroll to the general ledger and prepare related journal entries
• Support quarterly and annual filings (941s, W-2s) and year-end audit requests

What Will Set You Up For Success

• 1–3 years of experience in accounts receivable, billing, or accounting operations
• Highly organized with a strong attention to detail — you take pride in accurate, timely invoicing and collections
• Clear communicator, comfortable following up with customers and internal teams on outstanding items
• Experience with or willingness to learn Maxio (or similar subscription billing platforms), QBO, and Avalara
• Comfortable managing a high volume of recurring tasks across multiple workstreams
• Experience with government agency billing or procurement portals is a plus
• Familiarity with sales tax compliance and multi-state registration requirements is a plus
• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field preferred

Pay Range

In accordance with pay transparency laws, please see the approximate salary ranges below. These ranges represent the anticipated low and high end of the salary and any on-target earnings (if applicable) for this position. Actual salaries will vary and are based on a multitude of non-discriminatory factors including final role leveling decisions, a candidate’s relevant work experiences/skills, and geographic location. Salary is one component of Swiftly’s total compensation package, which also includes stock options, competitive benefits, 401(k)/ RRSP matching, a fantastic team and culture, opportunity to have a huge impact, emphasis on professional growth and holistic wellness, and other perks.

• US Salary Range: $60,000 - $100,000 USD
• Canadian Salary Range: $80,000 - $107,000 CAD

Beyond The Skills

We are looking for candidates who are passionate about mobility, sustainability, or mission-oriented projects that have a significant real-world impact. Ideal candidates encompass the core values of our company:

Team. Together, we are more effective and better supported

Impact. Drive impact for our customers, our company, and all of our teams

Diversity. See differing perspectives as ways to address our weaknesses and find new strengths

Communication. Assume others internally and externally have good intentions

Feedback. We share feedback because we want each other to grow professionally and personally

Growth. Foster personal, professional, and company growth

Benefits

• Competitive salary
• Equity compensation for every employee
• Medical, Dental and Vision
• Retirement with Employer Match
• Flexible Spending Account (FSA)
• Home office setup reimbursement
• Monthly cell/internet reimbursement
• Monthly "Be Well" stipend
• Flexible PTO with a recommended minimum
• Flexible work environment
• 16 paid holidays, including holidays in months without US national holidays
• 12 fully paid weeks of leave for child birth/adoption

Travel note:

Swiftly employees can generally expect to travel 1–2 times a year for in-person company or team offsites. As a fully distributed company, we consider these offsites important for cultivating strong relationships across our teams! Attending these in-person is expected and encouraged, although we understand everyone has different personal circumstances and we will consider requests for exceptions. Customer-facing team members and other specific roles may be expected to travel more frequently.

We are an equal opportunity employer - we are committed to a workplace that is as dynamic, diverse, and passionate as the communities we serve.

Because we work with public agencies, we participate in E-Verify