Accounting, Accounting Close, Accounts Payable, Accounts Receivable, Auditing, Balance Sheet, Billing, Bookkeeping, Cash Flow Projection, Certified Public Accountant (CPA), Channel Strategies, Chinese Language, Compensation and Benefits, Corporate Banking, Corporate Compliance, Corporate Policies, Credit Cards, Credit and Collections, Data Cleaning, Document Archiving, Document Management, Documentation, Documentation Standards, Domestic Tax, Ecosystems, English Language, Finance, Financial Analysis, Financial Compliance, Financial Control, Financial Management, Financial Operations, Financial Statements, Fixed Asset Management, Head of Finance, Incentive Programs, Income Tax, Intuit Quickbooks, Leadership, Legal Documents, Local Tax, Maintain Compliance, Mandarin Chinese Language, Metrics, Multilingual, Organizational Skills, Payroll Administration, Pivot Tables, Profit & Loss, Reconciliation, Record Keeping, Regulatory Compliance, Reimbursement, Return on Investment (ROI), Sales, Sales Commission, Sales Tax, Scalable System Development, Software as a Service (SaaS), Startup, State Tax, Tax Regulations, Tax Reporting, Team Player, Transaction Processing/Management, Transfer Pricing, Variance Analysis, Work From Home, eCommerce
About CWILL
CWILL (pronounced "quill") is a post-purchase and retention suite built for Shopify brands. Reduce support tickets, recover lost revenue from returns, and turn one-time buyers into loyal fans — with tools purpose-built for every touchpoint that follows the sale.
Our website: www.cwill.com
The Role
About the Role
We're looking for an Accounting / Finance Specialist to join our small but mighty finance team. This is a hands-on role covering both accounts payable and accounts receivable, with exposure to US-China cross-border financial operations. You'll work closely with our Head of Finance and take real ownership of your book of work — not just processing transactions, but helping us build clean, reliable financial processes as we scale.
This role is ideal for someone early in their finance career who's eager to learn fast, take initiative, and grow with a SaaS company.
What You Will Own
Daily Accounting and Finance Operations
- Own daily bank account and corporate credit card reconciliations; perform full-cycle bookkeeping for the US entity and support monthly and quarterly close
- Prepare financial statements and management reports as needed, including P&L, balance sheet, cash flow, and variance analysis
- Build and improve employee expense reimbursement processes; review receipts and supporting documentation, ensure compliance, and maintain organized digital records
- Manage accounts payable and accounts receivable, including vendor invoice review, local payment coordination, customer billing support, and collections follow-up as appropriate
- Calculate and review sales commissions based on approved incentive plans; participate in incentive-plan improvement discussions and provide channel ROI analysis with actionable recommendations
Tax, Compliance, Payroll, and External Partners
- Act as the internal finance point of contact for external US CPA/tax advisors; organize clean financial data and support federal, state, local, income tax, and sales tax filings
- Monitor relevant US federal, state, and local finance/tax compliance requirements and flag risks or optimization opportunities to leadership
- Support transfer-pricing review and related cross-border finance documentation in coordination with the China finance team and external advisors
- Partner with HR to review and support US payroll and benefits administration through systems such as Deel, Gusto, or similar platforms, including payroll data review and tax withholding coordination
Finance Process, Internal Controls, and Documentation
- Design and implement practical finance controls for CWILL's stage, including purchase approval workflows, payment authority matrices, reimbursement policies, and documentation standards
- Maintain fixed asset records for the US office and ensure finance records, contracts, invoices, receipts, and key legal documents are properly archived digitally and, where needed, physically
- Identify opportunities to automate, standardize, or simplify finance operations using modern tools such as QuickBooks Online, Xero, Ramp, Brex, Excel, and related systems
Requirements
What We Are Looking For
· Bachelor’s degree or higher in Accounting, Finance, or a related field;
· 0-3 years of hands-on US accounting/finance experience, including full-cycle accounting, close support, AP/AR, reconciliations, tax coordination, and reporting.
· Experience in SaaS, Shopify ecosystem, cross-border e-commerce, technology, or startup environments is preferred.
· Comfort with SaaS revenue and operating metrics such as ARR, MRR, churn, deferred revenue, subscription billing, and investor/auditor expectations.
· Proficiency with QuickBooks Online or Xero; familiarity with modern finance and operations tools such as Ramp, Brex, Deel, Gusto, or similar platforms.
· Advanced Excel/Google Sheets skills, including lookups, pivot tables, data cleaning, and financial analysis.
· Native or professional-level English for working with US employees, banks, CPA/tax advisors, auditors, and investors; strong Mandarin Chinese ability for collaboration with China-based finance teams.
· High integrity, discretion, accuracy, and ownership; able to manage confidential financial information responsibly.
· Hands-on, low-ego operating style; comfortable working without a large finance team and independently handling detailed execution while building scalable processes.
Work Location and Relocation
This position is based in North Carolina. CWILL may consider a hybrid or remote work arrangement depending on business needs, the candidate’s location, compliance considerations, and company policy. Candidates who are not already local must be able and willing to relocate to Cary NC.
Benefits
Starting Pay: 70 - 100k depends on experiences, open to negotiation
- 401(k)
- PTO
- Paid Holidays
- Insurance