Crosslake Technologies

Accountant

• Obtain and maintain a thorough understanding of the financial reporting and general ledger structure in accordance with US GAAP
• Manage a variety of close tasks, helping ensure an accurate and timely monthly, quarterly, and yearend close
• Assist the treasury function with cash applications, payments, and banking operations
• Assist payroll process and related journal entries including month-end payroll accruals
• Assist in analyzing current costs, revenues, financial commitments, and providing analysis around variances from budget/forecast
• Research technical accounting issues that arise and draft related accounting memos
• Work cross functionally to improve accounting processes that affect the entire firm
• Maintain the fixed asset ledger (additions, disposals, transfers, etc.), including depreciation and tax reporting, ensuring accuracy of data according to US GAAP
• Manage and maintain prepaids, including the monthly close schedules
• Prepare account reconciliations across the balance sheet (cash, receivables, payroll, fixed assets, etc.)
• Demonstrate the ability to identify opportunities for process improvement, including automation, and help design scalable, system-based solutions that replace spreadsheet-driven workflows

Senior Accountant

Customer Success Manager

• Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout
• Administration of client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters, etc.) yielding consistent, timely execution
• Coordinating early-stage client engagement logistics both internally and externally – including setting up proposal reviews, scheduling meetings to refine scoping, verifying staffing readiness, and calendaring pre-kickoff meetings – enabling a successful project launch
• Reviewing opportunities in the business development pipeline to ensure they are set up for success upon closing (e.g., appropriate documentation underway, staffing needs understood, etc.)
• Provide general administrative support critical to client-facing leadership (generating reporting / analytics regarding projects and accounts, collaborating across internal teams to drive process execution, engaging in general internal and external correspondence / calendaring, etc.) to promote client relations success
• Other responsibilities as assigned by Management

Client Success Manager

• Ensure overall success of Crosslake’s client relationships by regularly interacting with senior leadership and key client contacts
• Drive processes critical to client acquisition, project execution, account management, and client satisfaction
• Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout
• Administer client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters) to ensure consistent, timely execution
• Coordinate early-stage client engagement logistics internally and externally, including proposal reviews, scoping meetings, staffing readiness verification, and pre-kickoff calendaring
• Review business development opportunities to ensure readiness upon closing (documentation, staffing needs)
• Generate reporting and analytics regarding projects and accounts and collaborate across internal teams to drive process execution
• Provide general administrative support to client-facing leadership, including correspondence and calendaring
• Own and maintain company systems of record, including CRM, to support client needs