Summary
Overview
Work History
Education
Skills
Software Skills
Timeline
Generic

Noah Kimbrell

Atlanta

Summary

Dynamic accounting professional with extensive expertise in SaaS revenue operations and financial reporting.

Overview

5
5
years of professional experience

Work History

Accounting Associate → Senior Accounting Associate

Apptega
Atlanta
11.2022 - Current
  • Partner with Controller and CFO on monthly, quarterly, and annual close processes
  • Support general ledger maintenance in partnership with Controller; manage AP/AR, invoicing, collections, and reconciliations
  • Lead implementation and ongoing administration of Maxio, supporting billing, revenue recognition, and ARR/MRR reporting
  • Calculate and prepare monthly sales commission statements
  • Collaborate with Sales & Customer Success teams to forecast and record deferred revenue, new bookings, renewals, and churn
  • Own and administer PandaDoc, managing product catalog, pricing, contracts, and quotes; serve as primary liaison with PandaDoc CSM
  • Implement new product and pricing list (PPL) across financial and quoting systems; redesign order forms to align with updated offerings
  • Compile monthly financial and covenant reports for the company’s line of credit, ensuring compliance and accurate bank reporting
  • Support external financial audits, including the company’s first, by preparing schedules, documentation, and responding to auditor inquiries
  • Support sales tax compliance using Avalara, ensuring accurate tax treatment across billing, contracts, and order forms
  • Cybersecurity Management SaaS Company

Staff Accountant

Credo CFOs & CPAs
Alpharetta
03.2021 - 08.2022
  • Prepared individual and corporate tax returns (Forms 1040, 1065, 1120, 1120S, 990) and supporting workpapers
  • Managed client relationships, guiding them through tax processes and addressing accounting/tax inquiries
  • Built and implemented customized tax strategy models for individual clients to optimize outcomes
  • Reconciled general ledger accounts and assisted with journal entries as needed
  • Created, balanced, and reviewed financial statements for client businesses.
  • Boutique Tax Advisory Firm

Education

Bachelor of Science - Accounting

Clemson University
Clemson, South Carolina
12.2020

Skills

  • GAAP & General Ledger Accounting
  • SaaS Revenue Operations
  • Financial Reporting & Audit Support
  • Process Improvement & System Implementation
  • Audit preparation
  • Tax compliance
  • Customer relations

Software Skills

QuickBooks, UltraTax, Avalara, Maxio (Chargify/SaaSOptics), PandaDoc, Stripe, HubSpot, Excel (PivotTables, XLOOKUP), Tableau

Timeline

Accounting Associate → Senior Accounting Associate

Apptega
11.2022 - Current

Staff Accountant

Credo CFOs & CPAs
03.2021 - 08.2022

Bachelor of Science - Accounting

Clemson University
Noah Kimbrell