Who are we?

Optimized Payments is the only fintech firm purpose-built to find and unlock value wherever it resides in our portfolio’s payment ecosystem. We’ve assembled a team with deep expertise across payments specialties to develop a proprietary analytics platform that finds actionable insights. We are an Atlanta based 17-year-old, and growing, company looking for talented individuals who want to grow with us. 

 

Our client portfolio includes Fortune 500 firms such as Apple, Staples, Safeway, Priceline, AutoNation, and the U.S. Postal Service.

 

Who are you?

Are you the ultimate behind the scenes champion of organization and accuracy looking to join a fintech? Look no further! Optimized Payments is seeking a highly motivated and experienced Bookkeeper to join our growing team.

 

OP is seeking an innovative and dedicated individual committed to both serving our customers and having fun!  Driven, with an entrepreneurial spirit and a heart for fintech. We’re looking for someone who wants to make a significant impact on the Company, Clients, and your Career.  At Optimized Payments, our people embrace these qualities, so if this sounds like you then please read on!

 

The Role:

Optimized Payments is seeking a detail-oriented and organized Bookkeeper to manage day-to-day financial operations, including customer invoicing, vendor payments, and compliance. This role is critical for ensuring the accuracy of financial records and supporting operational efficiency. The Bookkeeper will report to the Finance and Operations Manager.

 

While this is a hybrid position based in Atlanta, you will have the opportunity to work remote primarily.

 

Responsibilities:

Financial Operations

  • Manage customer invoicing, vendor payments, and cash flow.
  • Maintain and reconcile financial records using Microsoft Dynamics 365 (or Business Central).
  • Oversee sales tax reconciliation and compliance across multiple jurisdictions using Avalara software.
  • Prepare monthly and quarterly Budget vs. Actual reports for review.

Expense and Tax Management

  • Oversee the company’s expense management platform (Ramp), ensuring accurate tracking and reporting.
  • Manage and file 1099 forms using Track1099 software, ensuring accuracy and compliance with IRS regulations.

Accounting Support

  • Maintain accurate depreciation schedules in Excel for federal, AMT, state, and book purposes.
  • Assist with R&D calculations and other financial reporting as needed.
  • Collaborate with the Finance and Operations Manager and external accounting firm to ensure compliance and audit readiness.

Skills and Qualifications:

  • Bachelor’s degree or associate degree in Accounting, Finance, or a related field.
  • 2+ years of bookkeeping experience, preferably in a SaaS or technology-driven environment.
  • Proficiency in Microsoft Dynamics 365 (or Business Central) is required.
  • Experience with expense management tools (e.g., Ramp) and tax software (e.g., Avalara, Track1099).
  • Strong attention to detail and organizational skills.
  • Ability to handle multiple tasks and meet deadlines in a fast-paced environment.

 

What we offer:

For Full-time Optimized Payments employees, we’re offering the following benefits and perks

  • Competitive salary and benefits package.
  • Stock Options
  • 401(K) Plan
  • Paid Holidays
  • Flexible Discretionary PTO
  • Additional Paid time off (Bereavement, Wedding, Birth of a Child, etc.)
  • Employee of the Month awards
  • Opportunity to be part of a dynamic, fast-growing company that will double in size in two years.
  • Hybrid work environment with flexibility to work from home 3 days a week.
  • A collaborative and inclusive company culture where your ideas are valued.
  • Free onsite covered parking and access to a full gym with showers.

 

Employment Equity

Optimized Payments strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by provincial and/or federal law. Accommodations for candidates with disabilities are available on request during all aspects of the recruitment and selection process. If accommodation is needed during the recruitment and selection process, please contact us and we will work with you to meet your accessibility needs.