Senior Accountant

Cervin; Santa Cruz (CA); On-site; USD 100,000 - 137,500; Full time

Benefits offered by this job

OTE $100k–$137.5k

Bonus opportunity

Stock options

401(k) plan

Wellness allowance

Health insurance

PTO & sick leave

Office snacks & lunches

Advanced tools & equipment

Growth opportunities

Job summary

Cervin is seeking a Senior Accountant in Santa Cruz, CA to manage the General Ledger, close monthly cycles, and prepare reports with accuracy. The role emphasizes AI‑driven workflows to streamline processes and surface insights across English‑ and Spanish‑speaking teams.

You will supervise junior staff, champion AI adoption, and collaborate with Mexico‑based partners while ensuring GAAP compliance and accurate reconciliations, journal entries, and financial statements.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5+ years progressive accounting experience, preferably in a senior or lead role.
• Languages: Spanish proficiency for Mexico-based collaboration.
• CPA or equivalent certification is a plus.
• Experience with AI tools or automation in accounting workflows.

Responsibilities

• Perform full-cycle accounting including monthly, quarterly, and year-end close.
• Prepare financial statements and provide data-driven insights to senior leadership.
• Proactively identify opportunities to streamline and automate close processes using AI tools.
• Prepare and review complex journal entries; perform bank, credit card, and balance sheet reconciliations.
• Oversee high-volume AP/AR; ensure accurate vendor payments and invoicing.
• Ensure GAAP compliance; assist with tax filings (1099s, CA tax regs); coordinate with external auditors.
• Perform variance analysis and deliver actionable financial insights.
• Bilingual liaison with Spanish-speaking teams and Mexico-based counterparts to clarify accounting issues.
• Mentor or review work of junior accounting staff; champion AI adoption in the team.

Skills

Attention to detail

Independent judgment

Bilingual Spanish

AI curiosity

Data analysis

Education

Bachelor's degree in Accounting/Finance

Tools

SAP

Oracle

QuickBooks

Sage

MS Excel (Pivot Tables)

Job description

POSITION SUMMARY

The Senior Accountant is responsible for maintaining the General Ledger (GL), performing month‑end close activities, and preparing financial reports. This role requires a high degree of accuracy, strong analytical skills, and proactive communication across English‑ and Spanish‑speaking teams.

Beyond core accounting expertise, this role is ideal for someone who is genuinely excited about using AI and automation to improve financial workflows—whether that means building smarter reconciliation processes, automating routine reporting, or finding new ways to surface insights faster.

KEY RESPONSIBILITIES

Financial Reporting & Close

• Perform full‑cycle accounting including monthly, quarterly, and year‑end close activities.
• Prepare financial statements and provide data‑driven insights to senior leadership.
• Proactively identify opportunities to streamline and automate close processes using AI tools.

Journal Entries & Reconciliations

• Prepare and review complex journal entries and perform bank, credit card, and balance sheet reconciliations.
• Leverage automation and AI‑assisted workflows to improve accuracy and speed of reconciliation cycles.

Accounts Payable / Receivable

• Oversee high‑volume AP/AR, ensure accurate vendor payments, and manage invoicing.

Compliance & Tax

• Ensure compliance with GAAP and assist with tax filings (1099s, CA tax regulations).
• Maintain internal control procedures and coordinate with external auditors.

Analysis & Reporting

• Perform variance analysis and deliver actionable financial insights.
• Use AI and data tools to build smarter, faster reporting pipelines.

Bilingual Collaboration

• Act as a liaison with Spanish‑speaking internal teams and Mexico‑based counterparts to clarify accounting issues and financial data.

Supervision & Mentorship

• Mentor or review the work of junior accounting staff.
• Champion AI adoption within the team—share tools, workflows, and best practices.

QUALIFICATIONS

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Experience: 3–5+ years of progressive accounting experience, preferably in a senior or lead role.
• Languages: Professional working proficiency in Spanish (required for Mexico‑based team communication).
• Technical Skills: Deep knowledge of GAAP; CPA or equivalent certification is a plus.
• Software: Advanced MS Excel (VLOOKUPs, Pivot Tables); experience with ERP systems (SAP, Oracle, QuickBooks, Sage).
• AI & Automation: Demonstrated experience using AI tools, APIs, or automation platforms to improve accounting or finance workflows. This could include building automated reports, using AI for data analysis, integrating tools via API, or designing no‑code/low‑code solutions.

AI-FIRST MINDSET — WHAT WE LOOK FOR

• Have actively used AI tools (beyond basic chat) to solve real work problems.
• Have built or contributed to automation workflows, prompt‑based pipelines, or API integrations.
• Are curious, experimental, and eager to keep learning as AI capabilities evolve.
• Can speak concretely about how they've used AI to save time, reduce errors, or unlock new insight.

KEY COMPETENCIES

• Attention to Detail: High accuracy in complex financial data.
• Independent Judgment: Comfortable working with limited supervision.
• Interpersonal Skills: Collaborative in a small, fast‑moving team environment.
• Process Improvement: Constantly looks for smarter, faster, and more automated ways to work.
• Big Picture Thinking: Connects day‑to‑day accounting work to broader business and strategic goals.
• Customer‑First Attitude: Treats business partners with care, responsiveness, and professionalism.
• AI Curiosity: Proactively explores and applies new tools to improve financial operations.

PERKS

• Target On‑Target Earnings (OTE) ranging from $100,000–$137,500, depending on experience and geographical location.
• Performance‑based bonus opportunity.
• Equity through stock options—own a piece of our success.
• 401(k) retirement plan with employer matching.
• Monthly wellness allowance.
• Comprehensive medical, dental, and vision insurance.
• Generous PTO and sick leave because we believe in work‑life balance.
• Free snacks and paid lunches in the office.
• Best‑in‑class tools and equipment to help you do your best work.
• Endless opportunities for growth as we continue to scale.

OTHER INFORMATION

Most of our roles are onsite. Positions that are eligible for remote or hybrid work arrangements will be clearly indicated in the job posting.

For roles based in Mexico, only resumes submitted in English will be considered.