Sr. Accountant

About the company the company is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays). About the Role the company’s Controller team plays a critical role in safeguarding the financial health of our business through detailed analysis, accurate financial reporting, and strategic financial guidance. We are looking for someone who is enthusiastic about deeply engaging with the day-to-day operations of our organization to ensure financial accuracy and strategic alignment. You are a proactive team player who thrives in cross-functional environments, ready to take initiative and solve complex problems. You are passionate about financial transparency and excel at building partnerships with key stakeholders across the company. You’re excited to flex your skills at a dynamic growth stage company where no two days are the same. In this role, you will join our tight-knit finance team and work directly with accounting leadership. This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of the company’s total compensation package for employees. New York City: $110,000- $130,000 This job may also be eligible for variable compensation in the form of a company incentive bonus. A Day in the Life Assist in the month-end close process, ensuring timely and accurate recording of journal entries, meticulous account reconciliation, and insightful variance analysis to inform strategic decision-making Oversee and optimize the management of fixed assets, prepaid assets, and revenue to ensure compliance, efficiency, and accurate financial reporting Continuously seek and implement innovative process improvements within the accounting function to drive operational efficiency, ensure compliance, and enhance overall financial integrity Assist in the development and implementation of scalable, robust accounting processes that ensure timely and accurate financial reporting, enabling the business to scale effectively Play a key role in our annual external audit process by preparing necessary documentation, responding to auditor inquiries, and implementing audit recommendations Perform additional ad-hoc requests which arise throughout the year What We’re Looking for Bachelor’s degree in Accounting, Finance, or a related field. CPA or CMA certification preferred 3-5 years of experience in accounting or finance, with a strong background in both private and public industry sectors, including audit, financial reporting, and variance analysis Strong understanding of financial statements and US GAAP Demonstrated expertise in financial reporting, with a high level of accuracy and keen attention to detail in variance analysis and financial data interpretation Excellent verbal and written communication skills, with the ability to convey complex financial information to non-financial stakeholders Willingness to take on new challenges, responsibilities, and assignments Desire to work within a diverse, collaborative, and driven professional environment Proficiency in Excel Experience with Netsuite preferred Join a team built on these core valuesWe change lives Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease .We set audacious goals We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins. We value all perspectives When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community. We simplify financial services We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA. Our Commitment to Your Total Well-being: We offer a competitive suite of benefits , including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options Ownership: Equity for all employees, including new hire and refresher grants. Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year. Growth: Company-paid professional coaching for all employees. Wealth: Day-one 401(k) match plus matching on qualified student loan payments. *We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, r* #J-18808-Ljbffr