Free Finance Job Description Template
A finance job description template that speaks month-end close.
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1.Job Brief (About the Role)
{{Company Name}} is hiring a {{Finance Analyst / Staff Accountant}} to own the monthly close and keep our books audit-ready. This role reports to the {{Controller / Finance Manager}} and partners with {{Operations and the leadership team}}.
Three or four sentences: the team, who the role reports to, and why this position exists. Skip generic openers like “We are looking for…”.
2.Responsibilities
- Own the month-end close: bank reconciliations, accruals, and journal entries in {{Accounting System}}
- Prepare AP/AR aging reports and flag overdue invoices for follow-up
- Reconcile balance-sheet accounts and investigate variances
- Process accounts payable runs and employee expense reports on schedule
- Support the annual audit and prepare requested schedules
- Maintain the chart of accounts and document close procedures
- Build and refresh recurring management reports in {{spreadsheet / BI tool}}
Eight to twelve bullets, each starting with a verb. Keep them specific to the day-to-day work, not aspirational filler.
3.Requirements & Skills
- {{X}}+ years in accounting or FP&A, including ownership of part of the close
- Working knowledge of US GAAP and accrual accounting
- Hands-on experience with {{QuickBooks, NetSuite, or Xero}}
- Advanced spreadsheet skills (pivot tables, lookups, basic modeling)
- Accuracy under monthly deadlines
List the must-haves: experience, licenses or certifications, the systems and tools used, and any physical or shift realities.
4.Nice-to-Have
- CPA or actively pursuing licensure
- Experience in a {{SaaS / subscription}} business with deferred revenue
Two to four genuinely optional items. Keep them strictly separate from Requirements so they don’t deter good applicants.
5.Compensation & Benefits
| Pay range | {{Salary Range}} |
|---|
Enter a pay range from local market data — do not leave it blank. Pay transparency improves applicant quality and is now required in many states.
6.Schedule & Work Environment
- {{Full-time}}; heavier hours during the first business week of each month (close)
- {{On-site / hybrid / remote}} at {{location}}
- Minimal travel
Be honest about shifts, weekends, overtime, and the physical environment. Realistic expectations reduce early turnover.
7.How to Apply
To apply, {{application instructions — e.g., send a resume and short cover note to careers@company.com}}.
Filled in for a 30-person B2B SaaS company.
1.Job Brief (About the Role)
Latch Analytics is hiring a Staff Accountant to own our monthly close as we scale past $6M ARR. This role reports to the Controller and partners with Operations, RevOps, and the leadership team.
2.Responsibilities
- Own the 5-day month-end close: bank and credit-card reconciliations, accruals, and journal entries in NetSuite
- Prepare AP/AR aging and chase overdue invoices with Customer Success
- Reconcile deferred revenue against the subscription billing system each month
- Run weekly AP and approve employee expenses in Ramp
- Prepare audit schedules for our first external audit this year
- Maintain the chart of accounts and keep the close checklist current
- Refresh the monthly board reporting pack in Google Sheets
3.Requirements & Skills
- 3+ years in accounting, including ownership of reconciliations and accruals
- Solid US GAAP and accrual fundamentals
- Hands-on NetSuite experience
- Advanced Google Sheets / Excel (pivots, SUMIFS, XLOOKUP)
- Calm and accurate during close week
4.Nice-to-Have
- CPA candidate
- Prior SaaS experience with ASC 606 deferred revenue
5.Compensation & Benefits
| Pay range | $70,000 – $85,000 per year, plus equity |
|---|
- Health, dental, vision
- 401(k) with 4% match
- CPA exam and CPE reimbursement
6.Schedule & Work Environment
- Full-time; longer hours during the first business week each month
- Hybrid — three days per week in our Austin office
- No travel
7.How to Apply
To apply, send your resume to finance-jobs@latch.example with “Staff Accountant” in the subject line.
How it works
- Preview the finance job description and a filled SaaS example.
- Download Word/PDF or copy to Google Docs.
- Tailor the duties to your accounting system and close process, add a pay range, and post it.
Frequently asked questions
What does a finance or accounting role do?
A finance role typically owns the month-end close: bank reconciliations, accruals, journal entries, and AP/AR aging. It also supports the audit, maintains the chart of accounts, and produces management reports. The template lists these as editable responsibilities.
What qualifications should a finance hire have?
Look for accounting or FP&A experience, a working knowledge of US GAAP, hands-on time in an accounting system such as QuickBooks or NetSuite, and strong spreadsheet skills. A CPA is often a nice-to-have rather than a requirement.
How is a Staff Accountant different from a Finance Analyst?
A Staff Accountant focuses on the books and the close; a Finance Analyst leans toward forecasting, budgeting, and analysis. The template works for either — adjust the responsibilities and title to match the role you are hiring.