Humbly Confident Accounting and Payroll Specialist

United States | Full-time | Fully remote

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About Us and Why We’re Hiring

We build “You Need a Budget,” the best budgeting software around. (But people in the know call us YNAB, which is pronounced “why-nab”). For more than a decade, people have been buying YNAB and then telling their friends what a difference it has made in their lives. Google us, or read some of our reviews on the app store, and you’ll see what we mean. We love building something that has a huge positive impact on people’s lives.

It will come as no surprise that as a budgeting software company, we’re keen to have the financial side of the business dialed in and running smoothly. As our team has grown, so has the job of keeping our accounting clean and our people and vendors paid. And that’s where you come in! As our new Accounting and Payroll Specialist, you’d take over the bookkeeping for the company, run both stateside and international payroll, monitor budgets, and stay on top of our accounts payable. Right now these tasks all sit with different people on the team, and we’re excited to get one person taking charge on all of it.

While this role may appeal to people with a wide range of experience, we expect that your responsibilities will be most similar to Junior or Staff-level accounting roles at mid-sized companies. If this sounds like you, read on!

Requirements (these are real, actual requirements): 

  • You have at least three years of experience working in a bookkeeping or accounting role.
  • You have at least two years of experience with revenue recognition and accrual accounting.
  • You have at least two years of experience running payroll and managing invoices.

That’s a super-brief intro to what you’ll be working on. But first, you need to know if you’ll even like working with us. Let’s talk a bit about life at YNAB, and then we’ll go into more detail about what we’re looking for. 

We’re profitable, bootstrapped, and growing. YNAB started in 2004 and we haven’t taken any outside funding—we’re in it for the long haul. We have one overarching requirement when it comes to joining our team: our original Core Values Manifesto has to really click with you. If you’re nodding emphatically while reading it, you’ll probably really like it here, and we can’t wait to hear from you!

We live our Core Values every day at YNAB, and we mean it when we say we are an equal opportunity employer. We believe that a diversity of backgrounds, abilities, beliefs, and experiences are critical to our success, and we are passionate about creating a welcoming, supportive, and collaborative environment for all employees. All are encouraged to apply as we continue to grow a smart, hard-working, and diverse team who loves working together to build something that matters.

We also work really hard, together, to make working at YNAB an amazing experience, and we were (humbly) proud to be named Fortune’s #1 Best Small Company to Work For last year. We have a team full of truly exceptional people—the kind you’ll be excited to work with. We’d love to introduce you to a few of them!

Who you’d be working with:

You’ll be reporting to Chance, our Chief Operations Officer. He gets to obsess about building a great company and making sure that people really love their work at YNAB. He cares deeply about YNAB and the people who make it a success. He also oversees the company budget and financials, something you’ll help him with a lot. When he’s not championing the YNAB team experience, you’ll find him with his family outside in Southern Utah, usually on a hike, on a tennis court, or out at the lake.

Caitlin is our People Ops Generalist. She currently runs point on most things related to HR—payroll, comp, benefits, and state laws to name a few. That payroll item is something she’ll be handing off to you. She loves YNAB and that it allows her to work and be a mom to two ridiculously cute boys. Her happy place is on the beach (preferably Maui) with a Diet Coke in hand. When she’s stuck in the snow in Utah, you can find her reading a book, watching reality TV, and planning her next vacation.

Emily is our Operations Assistant, and she has what she considers the most fun responsibilities at YNAB—choosing holiday and birthday gifts, sending welcome packages to new team members, planning team meetups, and working with the rest of the Ops team to pull off our ever-growing annual YNAB retreats (they’re magical!). She also handles a lot of the invoice payments, which is something you’d take off her plate. Speaking of plates, Emily loves to cook. She also loves to run, hike, and spend time with family.

Amber, Emma, and Charlene are three of our People Operations Specialists, who each act as the main point of HR for the teams that they serve. They do everything from coordinating hiring and onboarding processes to answering benefits questions and keeping our YNAB intranet up to date. Outside of work, Amber enjoys exploring the mountains of the Pacific Northwest, Emma is moving into her new home, and Charlene is probably on an 11 mile run as you read this.

 

How You’ll Work at YNAB

Now that you’ve met some of your potential future teammates, let’s talk more about YNAB as a company. Here’s how we operate:

Live Where You Want

We’ve always been a fully remote team, and have people all over the world. For this particular position, however, we’re only considering candidates based in the United States. Anywhere in the U.S. is fair game though. Just make sure you have a reliable internet connection.

No Crazy Hours

We want everyone to have a full life outside of YNAB. We seldom work more than 40 hours per week. There have been a few occasions where things got a little crazy and people had to put some extra time in. But then they took some extra time off, so it all balances out. We work hard and smart but we’re in this for the long haul, no need to go crazy on the hours.

Take Vacation (Seriously)

We want you to take vacation. In fact, we have a minimum vacation policy of three weeks per year. Five weeks feels about right (plus two extra weeks for our company-wide December break). It’s important to get plenty of downtime and get out and do something. We’ll look forward to seeing pictures of your vacation in our #office_wall Slack channel!

The YNAB Retreat

When the pandemic isn’t keeping us from traveling, we get the teams together once a year to catch up on spreadsheets and powerpoints in a Best Western conference room. Just kidding. So far, we’ve done Costa Rica, a gigantic cabin in the mountains, a beach house in the Outer Banks, a ranch in Montana, and most recently, Laguna Beach. We work together, play together, and reinforce the bonds we’ve made as a team and company. Every year, we leave refreshed, motivated, and excited for the year ahead together.

Up Your Game

We’re serious about helping you improve your craft. We budget for it (hey-o!). Think conferences, online courses and subscriptions, dedicated time away from work to learn something new… it’s really up to you and your manager. But we love to see our people growing.  

Benefits

You'll be a W2 employee with fantastic health, dental, and vision insurance, where we cover 100% of the premium for you and your family. (No need to check your vision, you read that right, 100%. Although if you did need to check your vision, we’ve got you covered!)

We also have a Traditional and Roth 401k option. YNAB matches your contributions, up to six percent of your paycheck. Matches vest immediately. (Are you a personal finance junkie like our founder Jesse? He set up YNAB’s 401k to have the lowest fee structure possible, where all plan costs are paid by YNAB, not your retirement nest egg. The investment funds available are fantastic, passively-managed, ultra low-cost index funds. You’re not a PF junkie? Trust us, it’s awesome.)

Competitive Compensation

We use a leading compensation data provider to set competitive and well-defined pay ranges for all of our positions. Your pay is the same no matter where you live, and our goal is to pay at or above the market rate in the United States. We consider raises every year and have a bonus plan based on profitability, which you’re in on from day one. YNAB wins, you win. That kind of thing.

Other Tidbits

  • Once you start, we DEMAND (in a friendly, ALL CAPS IS YELLING way) that you fill out your “Bucket List” spreadsheet with 50 items. (That’s harder than it sounds!) The bucket list really helps in deciding what we should give you for your birthday and the holidays, and helps us get to know you!
  • We’re all adults. There’s no need to punch a clock, or ask for permission to take off early one afternoon to go see the doctor. We look at what you accomplish, not how long you’re in front of a computer.
  • We want you firing on all cylinders so we’ll set you up with a shiny new laptop and replace it every three years.
  • Did we mention that YNAB makes a huge, positive difference in people’s lives? You may not think that matters much, but then a few months down the road you’ll realize it’s made your job really, really enjoyable. Don’t underestimate this one!

If this sounds like your ideal environment, read on because now we want to talk about you, and how you’ll play a big part in keeping YNAB financially strong and streamlined as we grow!

 

Now, back to you, our new Accounting and Payroll Specialist...

Ever since the beginning, our founder has been doing our books. He likes being close to the numbers, and he’s super fast. But it’s time to get someone dedicated and focused on the task. The accounting will be a big part of your job, but you’ll be in charge of some other areas that involve the finances too. Let’s take a look.

Some things you'll be doing at YNAB: 

  • Taking care of the books! You’ll ensure our financials are clean, accurate, and closed within the first three business days of each month. You’ll provide financial reports to the executive team regularly and be ready for questions when they come (or even before they come!).
  • Managing our bi-weekly payroll for both U.S. and international team members and tackling any questions or issues tied to that. An international bank wire doesn’t land? You’re on it. Someone’s 401k deduction didn’t happen as it should have? You’ll fix it. We need a new deduction code in our payroll system? You’ll get the right one in place and working properly. From collecting part-time hours to tracking PTO, payroll is your baby.
  • Managing all aspects of accounts payable and ensuring timely approval and payment of invoices. You’ll track our 1099 payments and send the forms each year.
  • Monitoring the budgets (we do *ahem* need a budget after all) that we have in place, and ensuring that team members know what they have, how to spend it, and how to record it. You’ll be a big asset when it comes time to create the annual budget.
  • Working with our tax accountant to provide allllllll the information they need for tax filings.
  • Also, we may eventually have you manage the tasks involved in employing people in the various states that we do. This would include registering for employment tax in new states, keeping track of UI rates, and updating our Worker’s Comp policies.

What success looks like:

  • It’s May 3rd and you just closed the books for April. You’re prepping a report for the executive team to review in their meeting on Monday, and you have a feeling they’re going to have a question about why our Infrastructure expense spiked. You include a note in the report to explain why.
  • You also think that it would be helpful to explain why revenue was down this month compared to the month prior. You’re not actually sure why, so you dig in, and find that (at least this time) it’s due to normal seasonality. But you didn’t like how long it took you to feel confident about that, so you created a model that helps you quickly rule out seasonality the next time this happens.
  • Over time, you’ve developed a report that you include with the financials that explains not only the things the execs will have questions about, but that also points out things that they’d otherwise miss.
  • You notice the budget for a particular account doesn’t reflect the variability throughout the year that you’re pretty sure we can predict. You model it out and now our budget variance report is much more helpful. Bonus that you no longer get the question “should we be concerned that we’re over budget on X?”.
  • You get a message from a team member asking why their HSA contribution didn’t hit their bank account this paycheck. You find the cause and get the funds deposited correctly. But more importantly, you come up with your own pre-payroll process to help you catch those errors going forward.
  • When asked, you’re able to quickly update managers on their remaining budgets for their teams’ T&D or meetup spend. But that gets old, so you create live reports that people can check at any given time to see their status.

You're our ideal person if:

  • You have at least a Bachelor’s degree in an accounting, finance, or relevant field (while this is preferred, it’s not a must-have).
  • You’re not only able to quickly master our current accounting processes, but you come with a knowledge of best practices, and can show us a thing or two (or three) that could be improved.
  • You deeply understand the importance of the segregation of duties and can help ensure we have the proper internal controls in place.
  • You have the tenacity and determination to track down the slightest of inconsistencies in the numbers, but you’re pragmatic enough to know when it’s worth the effort.
  • You’re experienced with running full-time, part-time, temporary, and international payroll. Even better if that payroll spans multiple states across the U.S. and involved a more sophisticated payroll system like Paylocity or ADP.
  • You know revenue recognition like the back of your hand.
  • You’re process-minded and can make order of chaotic details. Not only can you follow a process like clockwork, but you are comfortable creating new processes from scratch.
  • You’re proficient with technology, are comfortable learning new things, and do so quickly.
  • You stay laser-focused on the big picture, without losing sight of every. last. detail.
  • You can’t help but notice that things could be done better/faster using this or that method/tool. And then you take the initiative to actually make it better.
  • You have proven methods for being a productive and independent remote worker, while also being a team player at heart.
  • You’re fantastic with numbers. But you’re also fantastic with people. You recognize that a big part of your role is communicating effectively with others; and you look forward to it. You love when you get to make someone's day better.
  • You have at least some interest in HR and Operations. You’ll be on the Ops team, and it’s our job to make working at YNAB the best experience ever. So even though you’ll be focused on the numbers side of things, the Why behind those numbers should excite you.

 

How to Apply

  • Apply below by June 20th, 2021 @ 11:59PM PST. Firm. It’s a real deadline. The kind you love.
  • Attach a PDF of your cover letter. In your cover letter:
    • Introduce yourself and explain why this position is of interest to you, and why you would be a great fit. Please limit this section of the cover letter to 1 page.
    • On a separate page of your cover letter, answer the following questions (with each response being about a paragraph in length):
      • What criteria do you look for when searching for your next company or position?
      • What are your favorite and least favorite parts of your current (or most recent) job?
      • Tell us about a time when you had to learn something new to excel at your job.
      • Tell us about a time you created a new process that made one of your responsibilities more efficient.
      • What is the most important thing you would look for when hiring someone for this role?
      • What accounting and payroll systems are you familiar with, which are your favorites, and why?
  • Attach your resume in PDF form.

We're excited to hear from you!

P.S. We'll send you a confirmation email once you apply. Please add that email to your contacts, to ensure that future emails come through. (If you don’t receive it, please check your Promotions inbox, junk folder, or any filters you may have set up.)

P.P.S. If you’re not interested in or available for this position, but know someone who is, we would really appreciate it if you passed this along!