Bookkeeping, Finance, & Compliance Coordinator

Company Description

At Capti, our mission is to transform literacy solutions and empower students to reach their full potential. We combine innovative literacy technology with expert professional learning to improve reading outcomes nationwide. Our flagship product, ReadBasix, is a validated foundational reading assessment platform that quickly and reliably identifies the root causes of secondary students’ reading difficulties—including characteristics of dyslexia—and provides actionable data to guide instruction.

Capti operates as a fast-growing education technology company working with school districts and state partners across the country. As we continue to expand, we are strengthening our internal financial and compliance operations to support sustainable growth.

To learn more, please visit capti.com.

Job Summary
Capti is seeking a detail-oriented and highly organized Finance & Compliance Coordinator to support the company’s accounting operations, payroll processing, financial reporting, and regulatory compliance requirements.

This role combines bookkeeping, administrative, and compliance responsibilities and is ideal for a candidate who is comfortable managing financial records, maintaining state and federal filings, coordinating with external partners (CPA, insurance brokers), and ensuring the company remains in good standing across jurisdictions.

The position reports directly to company leadership and works closely with the company’s CPA and external service providers.

Responsibilities

Accounting & Bookkeeping

• Collect, deposit, and record customer payments
• Perform collections for overdue payments
• Match deposits to invoices and maintain accounts receivable records
• Process payroll, reimbursements, and customer refunds and credits
• Maintain and update QuickBooks records, including project tracking
• Perform reconciliations of bank accounts and financial records
• Maintain and update financial reports, budgets, and metrics
• Calculate and report royalties to our partners

Compliance & Reporting

• Maintain required state registrations and corporate filings
• File quarterly state and federal reports
• Prepare and submit Startup NY reports
• Maintain compliance with tax withholdings, including imputed income reporting
• Assist the CPA in preparing annual tax returns and providing required documentation
• Help prepare contract and RFP paperwork

Insurance & Benefits Administration

• Maintain workers’ compensation coverage
• Maintain general liability, umbrella, cyber, health, life, AD&D, STD, and LTD insurance
• Support benefits-related documentation and compliance

Records & Administrative Management

• Maintain organized paper and digital financial records
• Ensure documentation is audit-ready and compliant
• Support internal documentation and financial process improvements

Requirements

• 2–5 years of experience in bookkeeping, accounting support, or financial administration
• Strong working knowledge of QuickBooks
• Experience with payroll processing and quarterly reporting
• Familiarity with corporate compliance filings and insurance administration
• High level of accuracy and attention to detail
• Strong organizational and time management skills
• Ability to handle confidential financial and employee information with discretion
• Proficiency in Microsoft Excel and Google Workspace
• Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred

Preferred Qualifications

• Experience working with startups or growing small businesses
• Experience coordinating with external CPAs and insurance brokers
• Knowledge of multi-state compliance requirements

Why Join Capti?

• Remote work flexibility
• Unlimited PTO (within reason)
• Life, AD&D, short and Long term disability insurance
• Profit sharing
• Opportunity to grow with a mission-driven ed-tech company
• Collaborative, flexible company culture

How to Apply

If this sounds like the right role for you, send your resume and a cover letter explaining your interest and qualifications to careers@capti.com.

Capti is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all employees.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• Health insurance
• Paid time off

Work Location: Hybrid remote in Buffalo, NY 14203