Accounting Specialist

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

About the Position

The Accounting Specialist is responsible for the day-to-day execution of accounts payable and accounts receivable functions, ensuring accurate and timely billing, collections, and expense management. This role supports the integrity of financial data by managing invoicing, monitoring accounts receivable aging, resolving discrepancies, and ensuring transactions are recorded in accordance with customer agreements and company policy.

The Accounting Specialist supports the month-end close process through the preparation of reconciliations and journal entries, while ensuring daily financial activity is accurately coded to the general ledger. This position responds to customer and vendor inquiries, and partners cross-functionally with sales, and customer success to resolve issues efficiently.

Additionally, this role helps improve accounts payable and accounts receivable processes by identifying opportunities to streamline workflows, increase accuracy, and support automation.

What You’ll Be Doing

• Perform day-to-day accounting related to accounts payable, accounts receivable, and general ledger coding and maintenance

• Code expenses to ensure accurate departmental budgets

• Create and send monthly invoices and properly code collection of payments

• Monitor AR aging and ensure timely collections

• Review customer contracts to ensure billing is in accordance with agreement and pricing is accurately updated in systems

• Coordinate with sales/customer success teams to research and resolve collection issues

• Respond to customer and vendor inquiries and resolve discrepancies in a timely manner

• Prepare monthly reconciliations, journal entries, and assist in the month-end close process

• Identify and contribute toward accounts payable and accounts receivable process improvements 

• Support the creation and maintenance of SOPs for AP/AR processes

• Assist Financial Controller by answering accounting and financial questions through research and analysis

• Other duties as assigned

Measurables for this Position

• Timely completion of monthly accounting tasks

• Accounts receivable aging

• Accuracy in accounting tasks and general ledger coding

The Deets

• Start Date: Mid-June 2026

• Status: Non Exempt, Full-time (40 hours/week)

• Location: Bozeman, MT

• Department: Finance

• Reports to: Financial Controller

Compensation & Benefits

• Salary: $33.48/hour (please note that this wage is inclusive of all expected compensation. As with all roles at AdvicePay, we do not have a commission or bonus structure)

• Accrued paid time off to use as you see fit

• 11 paid holidays when the office is closed

• 401(k) with match - you put in 6% and we put in 4.5%

• 12 weeks of paid parental leave for the birth or adoption of a child

• Health benefits package provided of up to $550/month for an individual, $1260/month for families

• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

• Up to $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee

• $250/quarter to spend on yourself specific to our core value of “Be Well Being You”

• $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year

• $2,000/year in Professional Development funds

• Subsidized employer-sponsored childcare through our partner daycare program for Bozeman area Team Members

• Pet insurance

• Company-owned laptop provided

Please see our Team Member Handbook to learn more about the benefits and perks we offer!

What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)

• BS degree in accounting or finance or equivalent experience

• 2+ years of relevant accounting experience, including accounts payable and accounts receivable (required)

• Ability to multitask and balance priorities

• Excellent knowledge of accounting and financial processes in Accounts Payable and Accounts Receivable in accordance with GAAP

• Experience with MS Excel/Google Sheets

• An inherent curiosity for numbers and detailed financial systems

• Ability to manage data integrity across multiple systems

• High sense of personal responsibility and integrity (required)

• Communication skills with the ability to convey information professionally with kindness, clarity, and accuracy whether through written or verbal means

• An understanding of and strong alignment with our core values (required)

• Legally authorized to live and work in the United States (required) (AdvicePay participates in E-Verify to confirm the identity and employment eligibility of all new hires.)

What Will Make You Stand Out From the Crowd

• Experience with Stripe Billing and Invoicing

• SaaS or other subscription-based service experience

Application

• In lieu of a cover letter, please respond to the following prompt in 2–3 paragraphs:

  Using an example from a past experience listed on your resume, describe a time you discovered a discrepancy in accounting or issue with financial accuracy. How did you uncover the discrepancy, what did you do to solve it?

• Resume (to be uploaded)

Note on AI use: While AI is a useful tool for refining your work, please ensure this response is primarily in your own words and reflects specifics from your own experience. We're interested in seeing your unique communication style and personality shine through.

Applications will be reviewed as they are received. Please note that we review every application individually, and because our team is small, we’ll be closing this posting once we’ve received a manageable number of applicants (around 50 - 75). If you’re interested in this role, we encourage you to apply sooner rather than later - we don’t want you to miss the window!

Process

1. Initial phone screen answering a few short questions about AdvicePay and the position

2. First-round interview with the hiring manager

3. Work sample

4. Final round, including:

   • An informal coffee chat to get to meet some current AP team members

   • A Company Core Values interview with HR Manager

   • Final interview with Head of Finance

   • Final wrap interview with the hiring manager

Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer

After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)

AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.