Staff Accountant

Staff AccountantSince 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can't easily access today through beautiful, scalable, and easy-to-use technology.Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.About YouYou are a highly organized, detail-oriented, and proactive professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify issues, and execute with precision. You bring consistency and rigor to accounting processes and ensure high-quality outputs. You communicate effectively with cross-functional stakeholders and are a natural collaborator within a finance team.You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of growing alongside a collaborative finance team. You will be able to take ownership of core accounting processes while helping build the foundation for scalable operations.About the RoleFlourish is transitioning to a standalone, PE-backed organization. As a Staff Accountant, you will play a key role on our finance team, reporting to the Controller and supporting the execution of core accounting operations and financial processes during a critical stage of growth.You'll ensure timely and accurate financial reporting, support audits, and partner across the organization to contribute to building scalable infrastructure aligned with long-term growth.Principal ResponsibilitiesExecute month-end close tasks and support financial reporting, including GAAP financial statement preparation and KPI reporting accuracyPrepare journal entries and reconciliationsRecord and reconcile banking transactions, payroll, and other HR-related expenses, and support cash flow, liquidity, and debt covenant reporting as neededManage the AP, credit card, and TE processSupport audit and compliance processesSupport broker-dealer regulatory reporting (e.g., net capital, FOCUS filings) under the direction of the ControllerProvide accounting data and analysis to support the Financial Planning and Analysis Manager's annual budget and periodic forecastingPartner with cross-functional teams on financial dataIdentify process improvements and automation opportunities, including through AI toolsSupport carve-out efforts and TSA exitSupport system design and readiness efforts, i.e., UATMinimum QualificationsBachelor's degree in Accounting2+ years of accounting experience in a financial services, fintech, or PE-backed environment strongly preferredDue to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.Preferred QualificationsFinancial services or fintech experienceCPA (or progress toward)Public accounting experienceExposure to broker-dealer or other regulated financial services accountingSolid knowledge of US GAAP and accounting principles and practicesExperience standing up an ERP or financial tools and applicationsComfortable using finance tools and applications with AI capabilitiesExcellent verbal and written communication skillsAbility to understand the financial impact of decisions and balance them with business partner satisfactionExperience in high-growth or evolving environmentsStrong execution and ability to support business-aligned reportingDetail-oriented with strong problem-solving skillsCollaborative, proactive, and accountable team player eager to learn and growAt Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.Base Salary Range: $75,000 - $115,000 plus bonusDisclosures:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.