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Controller jobs at DriveWealth - 194 jobs

  • Infor Finance ERP Analyst - 245267

    Medix Technology 3.9company rating

    Chicago, IL jobs

    Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.
    $42k-57k yearly est. 5d ago
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  • Internal Controller

    Attivo Networks 4.5company rating

    Remote

    Join the Rapidly Growing Team at Attivo Partners! Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you! Why Attivo? Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue. What We Offer: Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings. Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities. Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally. Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life. Our Values: Lasting Relationships: We build solid and enduring connections with our clients and team members. Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results. Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation. Collaboration-First: We prioritize teamwork and believe the best solutions come from working together. Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive. Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together! Role Overview The Controller position is a hands-on role, responsible for all accounting functions internally for the firm, including full-cycle month-end close, accounts receivable and payable, payroll, and tax compliance. The Controller will be responsible for managing the general accounting for the organization, prepare financial statements and management reporting, managing the organization's cash, and assisting with the creation of budgets and forecasts. Experience with developing and establishing policies and procedures within a high growth organization is highly preferred. Responsibilities Manage all general accounting functions which includes performing month-end close process, eliminations & consolidations, preparing and booking journal entries, account reconciliations and variance analysis Prepare monthly consolidated financials including fluctuation analysis and budget vs actual comparisons Direct activities related to efficient billing, customer cash collection and overall cash management and cash forecasting Analyze company operations to identify operational and cost efficiencies and implement solutions Create and manage KPI Dashboards Accurately calculate sales commissions in accordance with multiple compensation plans Build standardized and ad-hoc reports that track revenue, margins, operating costs, KPIs, and other segment-level metrics Manage multiple payroll schedules Oversee tax-related matters to ensure timely compliance Manage internal accounting team Requirements Desire to work side by side with the management team Advanced+ Excel skills Excellent written and verbal communication skills Strong analytical and problem-solving abilities Independent judgment and decision-making Ability to manage multiple projects/priorities at a time Professional curiosity & creativity Passionate desire to learn & for continuous improvement Preferred - Experience with standard software solutions: QuickBooks Online, Bill.com, Rippling, Monday.com Preferred - experience working with professional service firms Education & Experience Bachelor's degree in Accounting or Finance preferred. CPA preferred 10+ years of progressive accounting experience with at least 2 years at the Assistant Controller level and above Experience guiding, mentoring, and leading high performing teams Experience working in a fast-paced professional services environment Professional Attributes Professional integrity High energy and enthusiasm, with a strong commitment to exceeding expectations Adaptability to working in a constantly changing environment, and rapidly growing company Solution oriented, creative, and passionate about helping our firm grow and scale Confidence in professional aptitude and ability to effectively communicate with management Fast learner with high degree of curiosity Team player with a strong desire to be an active, long-term participant in the growth of Attivo Entrepreneurial spirit and passion for startups and early-stage growth companies Location/Travel Remote - Pacific Time Zone (preferred) Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups Reports To: Internal CFO Hiring Range: $185,000- $200,000 (depending on experience) Position Status: Full-Time Exempt Benefits Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires. Final Notes Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at *****************************.
    $185k-200k yearly Auto-Apply 22d ago
  • Controller

    Bobbie 3.8company rating

    Remote

    Bobbie is creating a parenting culture of confidence, not comparison. And it starts with how we choose to feed our babies. We crafted our European style infant formula with purposefully sourced, organic ingredients to give parents a product they are proud to feed their babies, direct to their doorstep. Bobbie is proud to be the only US formula that is designed to meet both FDA and EU standards. Although 83% of parents turn to formula in the first year of their baby's life, this is the silent majority that is often shamed for not being able to exclusively breastfeed. Co-founded by two moms and created by a team of mom scientists, nutritionists, pediatricians, and lactation consultants, the Bobbie team knows first hand that there is no one size fits all for feeding. With Bobbie, we hope you can Bottle Boldly. The Role The Controller manages financial reporting for our omni channel, vertically integrated infant formula manufacturing business. This includes: internal and external reporting, consolidation and close; development and documentation of accounting policies and controls; technical accounting interpretation, audits, taxes and overall completeness, integrity and accuracy of actual results. You will work closely with our external accounting partners and internal stakeholders, and be comfortable performing complex accounting tasks, and enjoy rolling up your sleeves. You have the drive and know-how to set up best practices for Bobbie, and implement them for the team. Additionally, you will play a key role in supporting our manufacturing operations by ensuring accurate cost accounting, inventory management, and financial analysis to drive operational efficiency. What You Will Do Own and support all aspects of our accounting and reporting processes Drive and manage the execution of close and consolidation to ensure financial statements are produced to support business decision-making and analysis, and meet all of our reporting deadlines Provide analytical support and decision-making tools for a complex accounting and reporting areas Depth of experience in an omnichannel environment, partnering with Commercial teams to manage retail finances via margins, chargebacks, etc. Improve upon and manage the implementation of new accounting standards, policies, controls and processes Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, capital expenditures and headcount Handle all monthly accounting close activities, including consolidation of all financial data and preparation of internal and external financial statements Remain tightly informed and aware of how the GAAP accounting and other business dynamics impact financial projections and business modeling Develop automated reporting and dashboards for financial and operational metrics Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance Deliver Ad-hoc reporting and analysis & prepare presentations to senior management team and business unit leaders Build and scale the accounting team, including hiring and onboarding an Accountant What You Bring With You 7-10 years of accounting experience, with a minimum of 5 years in a leadership role as a Controller Deep expertise in NetSuite with the ability to manage and optimize the platform to meet business needs and the ERP system integrations Experience in Cost Accounting and vertically-integrated manufacturing environments is highly desirable Strong commercial experience in an omni channel environment, with retail experience CPA required, and MBA strongly preferred Proven ability to develop and implement robust accounting policies, controls, and processes Demonstrated experience building and scaling a team Strong knowledge of GAAP and financial reporting standards A player-coach mindset with a balance of strategic thinking and hands-on execution Exceptional problem-solving skills and attention to detail Highest standards of accuracy and precision; highly organized Excellent verbal and written communication skills You're inspired by our core values: Be Radical - We are change makers, rule breakers and stigma shakers. We are unapologetically bold and use our megaphone for good. Nurture the Tension - Parenthood is full of healthy tension , and so is building a company. We embrace the unknowns, practice humility and are a culture of learners. Deliver Ounce by Ounce - Our customers have entrusted us to feed their babies. We lose sleep over the details, so they don't have to. Don't Assume - We embrace our unique perspectives, withhold judgment, and find beauty in the paths that brought us all to Bobbie. Our strength is celebrating each other and our collective voice. Compensation and Benefits: Compensation Our salaries are based on paying competitively for our size and industry. For fully remote roles, we have a single salary target per role that is differentiated based on geographic location (Group A, B, or C). Group A (SF/Bay Area, Seattle, NYC): $200,000 Group B (Los Angeles, Chicago, Austin, Denver, Boston, Washington DC, San Diego, Philadelphia, Portland, Sacramento): $175,000 Group C (Albany, Atlanta, Baltimore, Baton Rouge, Birmingham, Charleston, Charlotte, Cincinnati, Cleveland, Dallas/Fort Worth, Detroit, Houston, Indianapolis, Las Vegas, Miami, Milwaukee, Nashville, New Orleans, Omaha, Orlando, Phoenix, Pittsburgh, Research Triangle, Salt Lake City, St. Louis, Tampa, Twin Cities): $150,000 Benefits Competitive stock options 401k with employer match Employee medical, dental, and vision insurance 100% covered by Bobbie, with options to add dependents through a subsidized pre-tax deduction US-based remote work model Flexible Time Off Policy (including Summer Fridays; half days on Fridays Memorial Day through Labor Day) 16 paid company holidays, plus an end of year holiday shut down 16 weeks of paid parental leave with the option to take an additional 8 months unpaid One year subscription to Bobbie or Baby's Only $75 monthly internet stipend Co-working space reimbursement At Bobbie, we are committed to building a diverse and inclusive company. We seek to create a culture where everyone can belong because we believe that people do their best work when they can show up every day as their authentic selves. We welcome people of different backgrounds, experiences, abilities, and perspectives. Bobbie is an equal opportunity employer. We do not make hiring or employment decisions on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, disability status or genetic information, in compliance with applicable federal, state and local law. Bobbie Personnel Privacy Policy and Notice at Collection
    $150k-200k yearly Auto-Apply 60d+ ago
  • Assistant Controller

    Applied Intuition 4.4company rating

    Remote

    The Assistant Controller plays a key role within the Finance organization, supporting the Controller in managing accounting operations, ensuring accuracy in financial reporting, and maintaining robust internal controls. This position helps lead day-to-day accounting functions, supports month-end close activities, drives process improvements, and provides financial insights that enable the business to operate effectively. What you'll do Own and manage key areas of the monthly and quarterly close process, ensuring accuracy, completeness, and compliance with US GAAP. Lead the preparation and review of technical accounting memos on complex topics, including revenue recognition (ASC 606), leases (ASC 842), business combinations (ASC 805), stock-based compensation (ASC 718), and others. Support the development and implementation of accounting policies, procedures, and internal controls in accordance with SOX readiness requirements. Partner cross-functionally to assess the accounting implications of business transactions, including new contracts, vendor agreements, and equity financing. Collaborate with external auditors to support the audit and financial reporting processes. Manage the tax filing requirements for the US and international locations. Assist with system and process improvements to scale accounting operations in a high-growth environment (e.g., implementation or optimization). Mentor and review work of junior accounting staff; help build and develop a high-performing accounting team. What we are looking for: Bachelor's degree in Accounting, Finance, or related field or higher. CPA required. 10-15+ years of relevant experience, including: At least 5-7 years in a Big 4 public accounting firm. Significant experience in venture-backed startups or pre-IPO companies. Direct involvement in the IPO process, including S-1 preparation and audit coordination. Deep technical expertise in US GAAP and SEC reporting standards. Strong understanding of internal controls and SOX compliance. Demonstrated ability to operate in a fast-paced, ambiguous, and evolving environment. Hands-on experience with accounting systems (e.g., NetSuite, Intacct) and advanced Excel skills. Excellent communication, analytical, and project management skills. Experience implementing or optimizing ERP systems. Familiarity with international accounting issues or multi-entity consolidations. Previous experience working with investor relations or legal teams on IPO documentation and financial disclosures. As a remote position, the salary range for this role is:$180,000-$200,000 USD Who we are Transcarent and Accolade have come together to create the One Place for Health and Care, the leading personalized health and care experience that delivers unmatched choice, quality, and outcomes. Transcarent's AI-powered WayFinding, comprehensive Care Experiences - Cancer Care, Surgery Care, Weight - and Pharmacy Benefits offerings combined with Accolade's health advocacy, expert medical opinion, and primary care, allows us to meet people wherever they are on their health and care journey. Together, more than 20 million people have access to the combined company's offerings. Employers, health plans, and leading point solutions rely on us to provide trusted information, increase access, and deliver care. We are looking for teammates to join us in building our company, culture, and Member experience who: Put people first, and make decisions with the Member's best interests in mind Are active learners, constantly looking to improve and grow Are driven by our mission to measurably improve health and care each day Bring the energy needed to transform health and care, and move and adapt rapidly Are laser focused on delivering results for Members, and proactively problem solving to get there Total Rewards Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate's skills, experience, market demands, and internal equity. Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options. Our benefits and perks programs include, but are not limited to: Competitive medical, dental, and vision coverage Competitive 401(k) Plan with a generous company match Flexible Time Off/Paid Time Off, 12 paid holidays Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance Mental Health and Wellness benefits Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don't hesitate to reach out! Research shows that candidates from underrepresented backgrounds often don't apply unless they meet 100% of the job criteria. While we have worked to consolidate the minimum qualifications for each role, we aren't looking for someone who checks each box on a page; we're looking for active learners and people who care about disrupting the current health and care with their unique experiences.
    $180k-200k yearly Auto-Apply 1d ago
  • Controller

    Sword Health 4.1company rating

    Remote

    Sword Health is shifting healthcare from human-first to AI-first through its AI Care platform, making world-class healthcare available anytime, anywhere, while significantly reducing costs for payers, self-insured employers, national health systems, and other healthcare organizations. Sword began by reinventing pain care with AI at its core, and has since expanded into women's health, movement health, and more recently mental health. Since 2020, more than 700,000 members across three continents have completed 10 million AI sessions, helping Sword's 1,000+ enterprise clients avoid over $1 billion in unnecessary healthcare costs. Backed by 42 clinical studies and over 44 patents, Sword Health has raised more than $500 million from leading investors, including Khosla Ventures, General Catalyst, Transformation Capital, and Founders Fund. Learn more at ******************** Role:As Controller at Sword, you will build and lead the global accounting foundation that enables the leading AI Health company in the world to operate with confidence and discipline while preparing Sword for public-company rigor. You will own the accuracy of our financial reporting, the strength of our internal controls, and the successful delivery of our external audits. This is a highly visible role partnering closely with the Finance leader, Audit Committee, and senior leadership across the business. You will be both a strategist and a builder: leading a talented but junior team, improving systems and processes, and shaping a world-class finance organization as we expand across the US and Europe. If you thrive in fast-growth environments, love simplifying complexity, and want to make a direct impact on the transformation of the healthcare industry, this is a chance to play a defining role in Sword's next chapter. Team:The Finance Team at Sword plays a critical role in maintaining the company's financial health and sustainability as we strive to provide excellent healthcare solutions. Our team manages financial planning, analysis, and reporting, as well as accounting, revenue operations, and procurement. By optimizing resource allocation, ensuring compliance, and driving efficient revenue operations, we offer strategic insights that enable informed decision-making and support Sword's continued growth and impact.We collaborate closely with all teams, providing the financial support needed to drive innovation and achieve organizational goals, while ensuring responsible financial practices and compliance. What you'll be doing: Global Accounting & Controls Leadership: Owns US GAAP-compliant accounting, revenue recognition (ASC 606), and multi-entity consolidation (US+Europe). Manage month-end close, GL integrity, intercompany transactions, and financial reporting accuracy. Maintain internal controls and policies required for future public-company readiness; coordinate closely with InfoSec, IT, and Legal. Prepare and lead annual external audits; manage relationship with external auditors. Ensure compliance with health-care related financial regulations (SOC2, HIPAA-related processes, etc.). Prepare global financial statements and management reporting, partnering with FP&A to drive insights. Present reporting and control environment updates to Audit Committee. Support technical accounting research and implementation of new standards. Revenue & Cost Governance: Track performance and margins across multiple revenue streams and commercial models. Partner with Commercial and Revenue Operations to strengthen systems data integrity (CRM, Billing tool, Contract Data) and ensure accuracy of our utilization-based revenue model. Tax Compliance: Manage US and international tax compliance (VAT, sales tax, income tax). Oversee R&D tax credit processes and documentation. Drive automation and efficiency in tax data collection and filing. Process & System Scaling: Design and improve scalable accounting workflows across AP, AR, payroll, and spend approval. Deploy and optimize financial systems (ERP, spend management, travel). Lead automation to reduce manual work and shorten time-to-close. Team Leadership: Lead and coach a geographically distributed Accounting team (US + Europe). Build capabilities and uplift developing talent; recruit where needed. Strategic Transactions: Ensure accurate accounting for equity transactions, debt financing and fundraising events. Support corporate structuring and M&A integration activities when needed (including, Financial DD, Tax DD, PPA). What you need to have: Bachelor's degree in Accounting/Finance; CPA or equivalent strongly preferred. 10+ years progressive accounting experience with at least 3 years leading teams. Experience at a rapidly scaling startup/scale-up. Strong technical accounting background (US GAAP, ASC 606, multi-country consolidation). Proven success leading financial audits and implementing internal controls. Experience from a public accounting firm is a plus. Hands-on experience across AP, AR, payroll, revenue operations, tax, and reporting (including complex intercompany setups). Experience operating across multiple countries/entities (US + European countries preferred). Demonstrated success improving systems, processes, and close timelines. Ability to thrive in a dynamic high-growth environment with evolving priorities. IPO or SOX readiness involvement. What we would love to see: Netsuite + Zip/Ramp + Navan experience. Experience integrating acquisitions or new legal entities. Familiarity with healthcare regulatory environments. To ensure you feel good solving a big Human problem, we offer: A stimulating, fast-paced environment with lots of room for creativity. A bright future at a promising high-tech startup company. Career development and growth, with a competitive salary. The opportunity to work with a talented team and to add real value to an innovative solution with the potential to change the future of healthcare. A flexible environment where you can control your hours (remotely) with unlimited vacation. Access to our health and well-being program (digital therapist sessions). Remote or Hybrid work policy. To get to know more about our Tech Stack, check here. US - Sword Benefits & Perks: • Comprehensive health, dental and vision insurance*• Life and AD&D Insurance*• Financial advisory services*• Supplemental Insurance Benefits (Accident, Hospital and Critical Illness)*• Health Savings Account*• Equity shares*• Discretionary PTO plan*• Parental leave*• 401(k)• Flexible working hours• Remote-first company• Paid company holidays• Free digital therapist for you and your family *Eligibility: Full-time employees regularly working 25+ hours per week Note: Applicants must have a legal right to work in the United States, and immigration or work visa sponsorship will not be provided. SWORD Health, which includes SWORD Health, Inc. and Sword Health Professionals (consisting of Sword Health Care Providers, P.A., SWORD Health Care Providers of NJ, P.C., SWORD Health Care Physical Therapy Providers of CA, P.C.*) complies with applicable Federal and State civil rights laws and does not discriminate on the basis of Age, Ancestry, Color, Citizenship, Gender, Gender expression, Gender identity, Gender information, Marital status, Medical condition, National origin, Physical or mental disability, Pregnancy, Race, Religion, Caste, Sexual orientation, and Veteran status.
    $81k-126k yearly est. Auto-Apply 19d ago
  • Portfolio Controller - Private Equity Advisory

    Crosscountry Consulting 4.0company rating

    Remote

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. In today's competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios. What you'll Do: General Accounting Close Support· Aid clients in developing a streamlined monthly close process· Assist with cash to accrual conversions and the creation of supporting schedules· Validate the existence of assets and prepare associated roll forwards · Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)· Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies· Help prepare budgets or forecasts and develop reports for management or regulatory bodies· Guide the implementation of cloud-based finance and accounting systems· Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings· Guide companies through efficient external audit processes Financial Reporting Support· Improve financial planning and analysis (budgeting, forecasting, data analysis)· Review of monthly internal financial reporting packs· Review of monthly regulatory reporting Operations Support· Liaise with business units outside of accounting to incorporate relevant functions into an integration plan· Help IT teams integrate acquiree and acquirer financial systems· Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.· Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. What You'll Bring A minimum of 2-5+ years of prior controllership experience advising Private Equity-backed portfolio companies, preferably within Manufacturing/Distribution, Software SAAS and/or Healthcare industries or with a broad industry experience within the B2B space Prior experience overseeing and managing a billings function in a high volume, PE-backed environment Prior experience with accounting and/or finance systems preferably NetSuite, MS Dynamics, QuickBooks or other ERP systems In the PE space, the buy and build investment strategy and roll-up strategy are prevalent, experience working through roll-up strategies and acquisitions are a plus Experience with -OR- significant exposure to various data analytics tools such as: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, etc. Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues Qualifications: Bachelor's degree in accounting or finance CPA or CA certification preferred As one might expect, travel is innate in some of our projects. With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects. Even so, travel will vary project-to-project based on client preferences and may sometimes come in “bursts” #LI-OC1#LI-Remote Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: ********************************************************** Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
    $82k-122k yearly est. Auto-Apply 60d+ ago
  • Controller, Americas

    Kraken 3.3company rating

    Remote

    Building the Future of Crypto Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology. What makes us different? Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. For over a decade, Kraken's focus on our mission and crypto ethos has attracted many of the most talented crypto experts in the world. Before you apply, please read the Kraken Culture page to learn more about our internal culture, values, and mission. We also expect candidates to familiarize themselves with the Kraken app. Learn how to create a Kraken account here. As a fully remote company, we have Krakenites in 70+ countries who speak over 50 languages. Krakenites are industry pioneers who develop premium crypto products for experienced traders, institutions, and newcomers to the space. Kraken is committed to industry-leading security, crypto education, and world-class client support through our products like Kraken Pro, Desktop, Wallet, and Kraken Futures. Become a Krakenite and build the future of crypto! Proof of work The team This role leads Kraken's global Corporate Accounting function, overseeing consolidations, financial reporting, and month-end close across multiple international entities. Partnering closely with Finance and cross-functional teams, it ensures accuracy, compliance, and process excellence. The ideal candidate combines deep accounting expertise with strong leadership and a drive to build scalable systems in a fast-paced environment. The opportunity This position reports into the Corporate Controller and oversees the global Corporate accounting function and the overall month-end close process, including review and approval of journal entries; complex GAAP, bank reconciliations and balance sheet reconciliations. You will coach, mentor, oversee, and prioritize initiatives for a Corporate accounting team of 10+ inclusive of day-to-day tasks, long-term system and process build-outs and periodic deliverables This position is highly visibility across the organization; you will lead cross-functional meetings with regional finance, platform accounting, tax, FP&A, reporting, and non-Finance executives to drive initiatives impacting the accounting department You will be responsible for preparing consolidated financial statements, subsidiary stand-alone, and assist with the monthly financial statement analytics You will participate in board meetings and be an officer of certain legal entity subsidiaries Assist in the design and maintenance of internal controls and policies in compliance with Sarbanes-Oxley (SOX); Be a point person for interacting with external auditors to ensure that provided-by-client (PBC) schedules and explanations for all requests are provided in a timely manner Ad hoc projects and additional duties as assigned Skills you should HODL Bachelor's degree in Accounting or equivalent CPA with Big 4 experience preferred 12+ years of corporate accounting/audit experience, accounts payable, stock based compensation and payroll Must have experience with consolidations in a multiple legal entity international environment, financial reporting, internal controls, resolving technical accounting issues and experience using an ERP system Industry experience in crypto currency, brokerage, exchange, financial services, fintech, or high growth tech companies is strongly preferred Collaborative, innovative, flexible, and adept at building relationships across the organization Ability to handle multiple projects and deliverables in a fast-paced, dynamic environment Excellent presentation skills, including strong oral and writing capabilities Google Suite and advanced knowledge of Microsoft Excel functions including macros, pivot tables, H & V-Lookup This job is accepting ongoing applications and there is no application deadline. Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution. We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Kraken is powered by people from around the world and we celebrate all Krakenites for their diverse talents, backgrounds, contributions and unique perspectives. We hire strictly based on merit, meaning we seek out the candidates with the right abilities, knowledge, and skills considered the most suitable for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgable about crypto! As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind. Whether that's based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state or local laws. Stay in the know Follow us on Twitter Learn on the Kraken Blog Connect on LinkedIn Candidate Privacy Notice
    $81k-126k yearly est. Auto-Apply 60d+ ago
  • Financial Controller

    Biointellisense 4.2company rating

    Remote

    Our Company The future of healthcare is here. Join us to shape the future of healthcare for patients and clinicians. BioIntelliSense is helping to decode human physiology and pioneer a new standard of proactive monitoring to improve healthcare outcomes and save lives. Our FDA-cleared and award-winning BioButton multiparameter wearables, BioHub™ gateways, BioMobile™ downloadable applications, BioCloud™ data services and the BioDashboard™ clinical intelligence system creates a comprehensive tech-enhanced solution that makes continuous monitoring reliable and scalable. Through our physiologic intelligence and AI-driven analytics, clinicians have access to high-resolution vital sign trending and data-driven insights to enable earlier detection of patient deterioration and proactive intervention for better, safer care. We're a remote-first, lean start-up environment and our global BioTeam colleagues are growth-oriented, collaborative and passionate about our mission and the future of BioIntelliSense. We thrive in a fast-paced environment and embrace challenges as opportunities to shape the future, together. The Position We are seeking a highly motivated and detail-oriented Financial Controller to join our small but dynamic Finance team, reporting to the Senior Vice President (SVP) of Finance. This role is critical as the company continues to scale up, requiring a hands-on finance professional with strong technical accounting skills, financial analysis capabilities, and experience leading accounting operations. The Controller will lead the accounting team and partner closely with executive leadership across Finance, FP&A, Operations, Board of Directors and external stakeholders, ensuring timely, accurate, and compliant financial reporting. This position combines traditional accounting leadership with financial planning and analysis (FP&A) responsibilities, making it ideal for a candidate eager to take ownership of both operational execution and be a partner in strategic financial decision-making across the entire company. Key Responsibilities Accounting Cycle Ownership:Oversee and manage the full accounting cycle including GL, A/P, A/R, revenue, inventory/cost, payroll, and financial reporting. Lead the month-end close process, including journal entry approvals, accruals, reconciliations, COGS, and inventory accounting. Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP. Review balance sheet reconciliations, variance analyses, and month-over-month financial performance. Ensure timely month end close procedures and accuracy of reporting packages (Board Pack, FP&A actuals, cash forecast). Maintain internal controls and compliance with ASC 606 revenue recognition and deferred revenue schedules. Treasury/Execution Manage A/P runs (bi-weekly) and payroll review/approvals (bi-weekly). Approve and oversee wires, ACH, and positive pay (weekly). Monitor and approve daily transactional activity, including vendor activity. Tax & Compliance Coordinate annual tax returns and R&D tax credits. Oversee sales & use tax filings (monthly/quarterly). Manage business and R&D surveys (annual). Financial Planning & Analysis (FP&A) Partner on preparation of annual budgets, re-forecasts, and cash forecasts. Perform monthly revenue reviews, cost and margin analysis, and financial modeling. Collaborate effectively with Operations, R&D, and Business Development on customer profitability, pipeline forecasting, and pricing. Prepare variance analysis, Board-level reporting, and provide ad-hoc analysis to support decision-making. Systems & Process Improvement Own NetSuite ERP administration, including maintenance of the chart of accounts, reporting, and system optimization. Lead team in system optimization, manage external consultant relationships for NetSuite support and enhancements. Lead the development, documentation, implementation and monitoring of internal control policies and accounting procedures. Drive accuracy and efficiency in reporting processes; drive automation and continuous improvement initiatives. Key Qualifications / Experience: Active current CPA license required, in addition to Bachelor / MS in Accounting or related degree Extensive subject matter expertise in NetSuite ERP administration required Demonstrated success in managing a monthly close process and preparing consolidated financial statements 7+ years of progressive accounting/finance experience, with at least 3+ years in a leadership or Controller level position Exemplary technical knowledge of GAAP, ASC 606 revenue recognition, and inventory costing. Exposure to FP&A, budgeting, forecasting, and variance analysis Exceptional analytical, organizational, and communication skills with high attention to detail. Proven ability to manage competing priorities in a fast-paced, growth-focused environment. Prior public company or PE-backed company experience preferred, experience in medical device, manufacturing and technology environments highly desirable Key Capabilities People Leadership: Positively and proactively engages effectively with Finance team and works cross-functionally with departments across the Company to achieve results. Demonstrates “One BioTeam” mindset, is a value-add to our company culture and team. Critical Thinking and Analytical Acumen: Excellent problem-solving skills. Solution-oriented and results-driven. Capable of analyzing complex financial data sets and surfacing discrepancies or issues, developing solutions to advance outcomes. Communication Skills: Strong written and verbal communication skills, with the ability to clearly and compellingly communicate complex financial information to diverse stakeholder groups Organizational Acumen: Highly detail-oriented, strong ability to effectively prioritize multiple competing priorities and tasks, managing multiple projects in a fast-paced environment. Demonstrably effective in meeting multiple deadlines, particularly during month-end and year-end close processes. Integrity: Strong ethics, accountability and confidentiality. Trusted to handle sensitive financial information appropriately, role model risk and compliance management standards.
    $88k-137k yearly est. Auto-Apply 60d+ ago
  • Vice President - Global Controller

    Mark43 4.0company rating

    Boston, NY jobs

    Mark43 is approved to hire in Canada, the UK, and 36 U.S. states, including Alabama, Arizona, California (excluding San Francisco), Colorado, Connecticut, Washington D.C., Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, and West Virginia. Before applying to a remote role, please ensure that you are able to perform the position in one of the states listed above. State locations and specifics are subject to change as our hiring requirements shift. Applicants must be authorized to work for any employer in the country in which the role is being hired. We are unable to sponsor or take over sponsorship of an employment visa at this time. Mark43's mission is to empower communities and their governments with new technologies that improve the safety and quality of life for all. We build powerful, scalable, and elegant software that sets a new standard for the tools upon which our first responders rely. Our users are diverse, and we are therefore committed to embracing diversity of thought and experience within our team. We are looking for a Controller to join our Finance team and help ensure Mark43's continued financial integrity as we scale our mission to improve public safety and quality of life through technology. In this role, you will lead core accounting functions including financial reporting, billing and collections, accounts payable, tax, and financial systems to support our growth and impact What You'll Do If you were part of our team, here are some things you would have done last week: Oversee the accounting close process, leveraging automation to improve close time while maintaining accuracy Responsible for all financing reporting, including monthly business metrics, quarterly investor financials and annual audit Oversee proper maintenance and utilization of financial systems, including NetSuite, Zip, Carta, and Pigment Ensure US and global tax compliance, including filing of tax returns and statutory financials Partner with FP&A to delivery timely and actionable insights to the business on a monthly basis Mentor and develop a growing accounting team, setting clear goals and delivering continuous feedback Be a strong partner to the rest of the business to support cross-functional initiatives What You'll Need We're looking for a seasoned finance leader with 10+ years of experience in SaaS businesses with >$50M of ARR. An active CPA license is required. The ideal candidate is someone who has been able to successfully scale finance operations for a global business by leveraging automation while maintaining accuracy and compliance. People who thrive on our team also tend to share the following characteristics: Collaborative and approachable, with a proven ability to influence cross-functional teams and drive change Technologically curious and systems-oriented, constantly seeking ways to improve and automate processes A strong problem solver who can think strategically while also diving into the details when necessary This role is a hybrid role, with an expectation of being in the office 1-2 days per week. Join us in scaling the financial infrastructure of a mission-driven company looking to enable the technological renaissance for public safety. Our Privacy Notice describes how Mark43 uses and protects the personal information of prospective employees during the recruitment process. It informs you about our handling of the personal information you provide to us when you apply for a position in our organization and in general when you express your interest in joining our team. As a part of Mark43's security measures all employees must: Engage in appropriate use of the company's electronic information resources; Become knowledgeable about and follow relevant security policies and guidelines; Protect the resources under their control, such as passwords, computers, and data that they create, receive, or download; and Promptly report security-related incidents and violations, and responding to official reports of security incidents involving their systems or accounts. Mark43 is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed, please email ********************* requesting the accommodation.
    $122k-174k yearly est. Auto-Apply 35d ago
  • Controller

    Modal 3.8company rating

    New York, NY jobs

    About Us: Modal provides the infrastructure foundation for AI teams. With instant GPU access, sub-second container startups, and native storage, Modal makes it simple to train models, run batch jobs, and serve low-latency inference. Companies like Suno, Lovable, and Substack rely on Modal to move from prototype to production without the burden of managing infrastructure. We're a fast-growing team based out of NYC, SF, and Stockholm. We've hit high 8-figure ARR and recently raised a Series B at a $1.1B valuation. We have thousands of customers who rely on us for production AI workloads, including Lovable, Scale AI, Substack, and Suno. Working at Modal means joining one of the fastest-growing AI infrastructure organizations at an early stage, with many opportunities to grow within the company. Our team includes creators of popular open-source projects (e.g. Seaborn, Luigi), academic researchers, international olympiad medalists, and experienced engineering and product leaders with decades of experience. The Role: We're hiring a Financial Controller to lead accounting and reporting as we scale. This is a high-impact role where you'll build the systems, processes, and team that keep our financial foundation strong. You'll own reporting and controls, ensure clean operations, and be a trusted partner across the company as we grow. You'll report to our VP of Finance and collaborate closely with senior management. You'll also oversee relationships with auditors, tax advisors, and other external partners. In this role, you will: Oversee day-to-day accounting operations: GL, revenue recognition, AP/AR, payroll, and cash management Drive the close process each month, delivering accurate, timely results under US GAAP Lead financial reporting and analyses to inform strategic decision-making and investor relations Own technical accounting areas (ASC 606, stock-based comp, consolidations, transfer pricing) Maintain rigorous internal controls and manage audits and compliance Improve our systems and build a high-performance accounting team Partner across the organization on revenue recognition, entity structuring, and global expansion Requirements: CPA with Big 4 audit experience 10+ years of experience across accounting and finance Familiarity with usage-based pricing models Hands-on experience with QuickBooks, NetSuite, Ramp, and other systems Deep knowledge of US GAAP and internal controls Ability to work in-person in our NYC office
    $102k-150k yearly est. Auto-Apply 60d+ ago
  • Controller

    Modal 3.8company rating

    New York, NY jobs

    About Us: Modal provides the infrastructure foundation for AI teams. With instant GPU access, sub-second container startups, and native storage, Modal makes it simple to train models, run batch jobs, and serve low-latency inference. Companies like Suno, Lovable, and Substack rely on Modal to move from prototype to production without the burden of managing infrastructure. We're a fast-growing team based out of NYC, SF, and Stockholm. We've hit high 8-figure ARR and recently raised a Series B at a $1.1B valuation. We have thousands of customers who rely on us for production AI workloads, including Lovable, Scale AI, Substack, and Suno. Working at Modal means joining one of the fastest-growing AI infrastructure organizations at an early stage, with many opportunities to grow within the company. Our team includes creators of popular open-source projects (e.g. Seaborn, Luigi), academic researchers, international olympiad medalists, and experienced engineering and product leaders with decades of experience. The Role: We're hiring a Financial Controller to lead accounting and reporting as we scale. This is a high-impact role where you'll build the systems, processes, and team that keep our financial foundation strong. You'll own reporting and controls, ensure clean operations, and be a trusted partner across the company as we grow. You'll report to our VP of Finance and collaborate closely with senior management. You'll also oversee relationships with auditors, tax advisors, and other external partners. In this role, you will: * Oversee day-to-day accounting operations: GL, revenue recognition, AP/AR, payroll, and cash management * Drive the close process each month, delivering accurate, timely results under US GAAP * Lead financial reporting and analyses to inform strategic decision-making and investor relations * Own technical accounting areas (ASC 606, stock-based comp, consolidations, transfer pricing) * Maintain rigorous internal controls and manage audits and compliance * Improve our systems and build a high-performance accounting team * Partner across the organization on revenue recognition, entity structuring, and global expansion Requirements: * CPA with Big 4 audit experience * 10+ years of experience across accounting and finance * Familiarity with usage-based pricing models * Hands-on experience with QuickBooks, NetSuite, Ramp, and other systems * Deep knowledge of US GAAP and internal controls * Ability to work in-person in our NYC office
    $102k-150k yearly est. 60d+ ago
  • Director, Technical Accounting & Financial Reporting

    Falconx 4.0company rating

    Remote

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. About the Role We are seeking a highly skilled and experienced Director of Technical Accounting to lead our technical accounting and financial reporting functions. This role will be pivotal in ensuring compliance with U.S. GAAP, SEC regulations, resolving complex accounting issues, and supporting strategic initiatives across the organization. The Director will report directly to the Controller and work closely with various departments to ensure accurate financial results and proper accounting treatment. Responsibilities Technical Accounting Guidance: Be the primary technical accounting resource ensuring proper accounting treatment for all company activities. Leadership & Development: Act as a subject matter expert, working with the business partners in accounting and other functions (e.g., legal, corporate development, stock administration) to identify financial risks associated with new or contemplated transactions and resolve complex accounting issues. Financial Reporting: Own internal and external financial reporting processes including the preparation of financial statements, disclosures, supporting schedules in accordance with U.S. GAAP, as well as external/regulatory reporting requirements Policy Initiatives: Lead all policy initiatives, including the implementation of new accounting standards. Ensure internal accounting policies are maintained and up to date. Strategic Initiatives: Support cross-functional strategic initiatives, including product launches, new revenue models, or structural reorganizations, ensuring accounting impacts are proactively addressed. Internal Control: Own the internal controls over financial reporting process maintaining control narratives and proposing solutions for identified segregation of duties and control gaps Audit Committee Participation: Participate in audit committee meetings, including the presentation of required communications. External Auditor Management: Manage the relationship with external auditors and act as the key point of contact between the auditors and internal finance teams. M&A Support: Support due diligence and the integration of M&A deals. Lead the purchase price and opening balance sheet accounting. System implementation: Implement tools for financial statement reporting (ie., Workiva) Special Projects: Represent reporting and technical accounting in special projects such as finance transformation and automation initiatives. Qualifications 15+ years of total experience with increasing levels of responsibility, including people management. Extensive knowledge of US GAAP, IFRS, and SEC reporting (10-Q, 10-K) requirements. Expert in technical accounting issues and public company readiness initiatives. Exceptional technical accounting memo writing skills. Demonstrated strong leadership skills, high energy, and initiative - with a proven ability to manage significant initiatives across the organization, as well as develop and motivate staff. Ability to work cross-functionally to obtain all relevant facts, understand the business requirements, articulate the accounting requirements and communicate the conclusions reached. Highly developed written and verbal communication skills, excellent soft-skills, and ability to motivate and influence all levels of management. Bachelor's degree in Accounting or Finance, CPA or equivalent required. Experience with M&A due diligence and purchase accounting preferred. Prior working experience in a similar industry (Banking, Broker-Dealer, etc.) and ideally exposure to trading. Digital asset experience is highly preferred. Experience with muiti-national and multi-currency accounting and with complex business structures. Nice to Haves: Big 4 audit or advisory experience Experience with SEC reporting requirements and public company readiness initiatives Familiarity with SOX compliance. Experience with ERP systems (e.g., Netsuite). Basic knowledge of SQL and experience with analytics tools Experience or knowledge in cryptocurrency is a bonus but not required. Additional Information Flexibility to work across different time zones during crucial periods such as month-end closes. Ability to thrive under pressure in a fast-paced, dynamic environment. Commitment to continuous improvement and operational excellence. The base pay for this role is expected to be between $230,000 - $311,000 for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $96k-141k yearly est. Auto-Apply 60d+ ago
  • Vice President - Global Controller

    Mark43 4.0company rating

    New York, NY jobs

    Mark43's mission is to empower communities and their governments with new technologies that improve the safety and quality of life for all. We build powerful, scalable, and elegant software that sets a new standard for the tools upon which our first responders rely. Our users are diverse, and we are therefore committed to embracing diversity of thought and experience within our team. We are looking for a Controller to join our Finance team and help ensure Mark43's continued financial integrity as we scale our mission to improve public safety and quality of life through technology. In this role, you will lead core accounting functions including financial reporting, billing and collections, accounts payable, tax, and financial systems to support our growth and impact What You'll Do If you were part of our team, here are some things you would have done last week: Oversee the accounting close process, leveraging automation to improve close time while maintaining accuracy Responsible for all financing reporting, including monthly business metrics, quarterly investor financials and annual audit Oversee proper maintenance and utilization of financial systems, including NetSuite, Zip, Carta, and Pigment Ensure US and global tax compliance, including filing of tax returns and statutory financials Partner with FP&A to delivery timely and actionable insights to the business on a monthly basis Mentor and develop a growing accounting team, setting clear goals and delivering continuous feedback Be a strong partner to the rest of the business to support cross-functional initiatives What You'll Need We're looking for a seasoned finance leader with 10+ years of experience in SaaS businesses with >$50M of ARR. An active CPA license is required. The ideal candidate is someone who has been able to successfully scale finance operations for a global business by leveraging automation while maintaining accuracy and compliance. People who thrive on our team also tend to share the following characteristics: Collaborative and approachable, with a proven ability to influence cross-functional teams and drive change Technologically curious and systems-oriented, constantly seeking ways to improve and automate processes A strong problem solver who can think strategically while also diving into the details when necessary This role is a hybrid role, with an expectation of being in the office 1-2 days per week. Join us in scaling the financial infrastructure of a mission-driven company looking to enable the technological renaissance for public safety.
    $123k-176k yearly est. Auto-Apply 60d+ ago
  • Accounting Manager

    Homeward 4.2company rating

    Remote

    Homeward takes the “what ifs” out of homebuying by creating financial products that give buyers and sellers certainty and convenience. We're a fast-paced, remote-first real estate startup that partners with real estate agents to offer innovative products and services, helping clients buy with cash, sell with certainty, and time their move, regardless of the market. Founder and CEO Tim Heyl, owner of one of the fastest-growing agent teams in the country, started Homeward in 2018 to fix the antiquated and broken real estate process. Today, we offer bundled cash offers, mortgage, and title services in 13 states, enabling buyers and sellers to move with certainty and convenience. We're a fully remote company with a diverse team spread across several countries - Grounded in three core values: The Golden Rule, One Team One Dream, and Calm Focus. Hear from our employees about what our values mean to them. About The Opportunity Homeward is looking for an Accounting Manager to assist with intercompany eliminations, consolidation, financial reports and ERP management, financial analyses, audit, and tax compliance matters, lender management, cash management and reporting, and other corporate accounting. This role will report to the Controller. This role will require the use of skills in data analysis, effective communication with outside parties, advanced excel formula skills, high attention to detail, organization, and ability to research independently to form a position before asking for assistance. This role has the benefits of touching many areas of the business and accounting function, while learning directly from the Controller. Responsibilities Include: Prepare and post monthly intercompany eliminations for numerous subsidiaries. Manage credit facility lender relationships, and reconcile monthly debt and interest reporting, following up on any discrepancies. Liaise with external auditors throughout the audit. Prepare audit reconciliations, respond to audit questions and requests. Help manage the PBC list and follow up with the rest of the accounting team as needed. Liaise with the external tax firm, manage and monitor tax payments and due dates, research and handle any tax notices or inquire with the tax firm when needed. Assist with cash management, cash planning, and cash reporting. Assist with banking and treasury administration. Serve as the ERP admin for Netsuite, and maintain the chart of accounts, departments, and subsidiaries. Assist with data and financial analyses, or other financial reviews as necessary. Assist with corporate insurance policies and renewal. Proactively ask questions of other teams or departments in the company, other accounting team members, your supervisor, or other teams/departments for any information deemed missing, or unclear. Other accounting team projects as necessary, which will require the same skills outlined below. Qualifications: 3+ years experience in accounting, auditing, or tax. A Bachelor's degree in business, accounting, or finance. CPA license preferred. Have a natural inclination towards systems, technology, and automation. Ability to research independently for information and answers before asking questions. Experience working with auditors and/or tax firms is preferred. Organizational skills to be able to easily track multiple tasks, questions, and responses. Demonstrated the ability to calmly manage multiple requests, and prioritize them well while maintaining a great attitude during tight deadlines. Solution-oriented approach to research and problem-solving, preferring to place focus on the best way to solve problems rather than focusing only on the problems themselves Advanced skills in Excel: the ability to do embedded formulas using IF( AND( OR( VLOOKUP( SUMIFS(, etc., and display information concisely and with high readability. Prior experience with working for a company with many subsidiaries would be preferred. Experience with NetSuite is preferred. Pay & Benefits: Compensation range: $95,000 - $115,000 Base Remote-first environment (our Headquarters are in Austin, TX, come visit!) Company-wide bonus Exciting stock option grant for every full-time employee 401(k) employer contribution match Health and wellness benefits, including medical, dental, vision, and life insurance Twenty days of vacation, five sick days, twelve company holidays, and two floating holidays each year Generous paid parental leave of up to 14 weeks See more about how Homeward takes care of our team by providing a generous package of benefits here. Value-Driven Employee Experience THE GOLDEN RULE. It's simple: Treat others the way we want to be treated. Whether we're dealing with colleagues or customers, we don't prioritize money or growth over people, and we practice empathy at every opportunity. CALM FOCUS. We work in tech and build solutions for real estate. Both are fast-paced and stressful industries. But by focusing on the larger objective rather than rushing from one task to the next, we can create solutions our customers love. ONE TEAM, ONE DREAM. Big problems require big solutions. We look at our customers' experiences holistically and recognize that solving them requires collaboration across teams and our three affiliate companies - Homeward, Homeward Mortgage and Homeward Title.
    $95k-115k yearly Auto-Apply 12d ago
  • Director, Technical Accounting & Financial Reporting

    Falconx 4.0company rating

    New York, NY jobs

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. About the Role We are seeking a highly skilled and experienced Director of Technical Accounting to lead our technical accounting and financial reporting functions. This role will be pivotal in ensuring compliance with U.S. GAAP, SEC regulations, resolving complex accounting issues, and supporting strategic initiatives across the organization. The Director will report directly to the Controller and work closely with various departments to ensure accurate financial results and proper accounting treatment. Responsibilities Technical Accounting Guidance: Be the primary technical accounting resource ensuring proper accounting treatment for all company activities. Leadership & Development: Act as a subject matter expert, working with the business partners in accounting and other functions (e.g., legal, corporate development, stock administration) to identify financial risks associated with new or contemplated transactions and resolve complex accounting issues. Financial Reporting: Own internal and external financial reporting processes including the preparation of financial statements, disclosures, supporting schedules in accordance with U.S. GAAP, as well as external/regulatory reporting requirements Policy Initiatives: Lead all policy initiatives, including the implementation of new accounting standards. Ensure internal accounting policies are maintained and up to date. Strategic Initiatives: Support cross-functional strategic initiatives, including product launches, new revenue models, or structural reorganizations, ensuring accounting impacts are proactively addressed. Internal Control: Own the internal controls over financial reporting process maintaining control narratives and proposing solutions for identified segregation of duties and control gaps Audit Committee Participation: Participate in audit committee meetings, including the presentation of required communications. External Auditor Management: Manage the relationship with external auditors and act as the key point of contact between the auditors and internal finance teams. M&A Support: Support due diligence and the integration of M&A deals. Lead the purchase price and opening balance sheet accounting. System implementation: Implement tools for financial statement reporting (ie., Workiva) Special Projects: Represent reporting and technical accounting in special projects such as finance transformation and automation initiatives. Qualifications 15+ years of total experience with increasing levels of responsibility, including people management. Extensive knowledge of US GAAP, IFRS, and SEC reporting (10-Q, 10-K) requirements. Expert in technical accounting issues and public company readiness initiatives. Exceptional technical accounting memo writing skills. Demonstrated strong leadership skills, high energy, and initiative - with a proven ability to manage significant initiatives across the organization, as well as develop and motivate staff. Ability to work cross-functionally to obtain all relevant facts, understand the business requirements, articulate the accounting requirements and communicate the conclusions reached. Highly developed written and verbal communication skills, excellent soft-skills, and ability to motivate and influence all levels of management. Bachelor's degree in Accounting or Finance, CPA or equivalent required. Experience with M&A due diligence and purchase accounting preferred. Prior working experience in a similar industry (Banking, Broker-Dealer, etc.) and ideally exposure to trading. Digital asset experience is highly preferred. Experience with muiti-national and multi-currency accounting and with complex business structures. Nice to Haves: Big 4 audit or advisory experience Experience with SEC reporting requirements and public company readiness initiatives Familiarity with SOX compliance. Experience with ERP systems (e.g., Netsuite). Basic knowledge of SQL and experience with analytics tools Experience or knowledge in cryptocurrency is a bonus but not required. Additional Information Flexibility to work across different time zones during crucial periods such as month-end closes. Ability to thrive under pressure in a fast-paced, dynamic environment. Commitment to continuous improvement and operational excellence. The base pay for this role is expected to be between $230,000 - $311,000 for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $230k-311k yearly Auto-Apply 60d+ ago
  • Swap Dealer, Finance Manager

    Falconx 4.0company rating

    New York, NY jobs

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Location: New York City (Hybrid) Impact Your expertise in financial management will directly impact the Swap Dealer's ability to navigate the evolving landscape of cryptocurrency markets, optimize our financial performance, and maintain our reputation as a trusted and reliable partner in the industry. You will play a critical role in ensuring the financial stability, efficiency, and compliance of our operations. Responsibilities Financial Reporting: Ensure accurate and timely financial reporting, including daily, monthly, quarterly, and annual financial statements. Provide detailed analysis and commentary on financial results. Financial Strategy Development: Collaborate with senior management to develop and implement financial strategies that align with the Swap Dealer's goals and objectives. Budgeting and Forecasting: Oversee the preparation of budgets, forecasts, and financial plans. Monitor financial performance against these plans and provide insights to improve financial outcomes. Liquidity Management: Manage the firm's liquidity to ensure sufficient funds are available for operational needs and strategic initiatives. Optimize cash flow and working capital management. Timely Audits: Work with external auditors to ensure audited financial statements are available in a timely manner Regulatory Compliance: Ensure compliance with all relevant financial regulations and standards. Maintain relationships with regulatory bodies, auditors, and other external stakeholders. Investment Analysis: Evaluate investment opportunities and provide recommendations based on financial analysis and market conditions. Cross-functional Collaboration: Work closely with business units to support new product development and other strategic initiatives. Provide financial insights and guidance to support decision-making. Industry Trends and Best Practices: Stay updated on industry trends, regulatory changes, and emerging financial practices. Adapt strategies to ensure the firm remains competitive and compliant. Required Qualifications Education: Bachelor's degree in finance, accounting, or a related field required; master's degree or relevant certifications. Strong preference for licensed CPA, CFA, etc. Experience: 10+ years in financial management from a regulated entity such as the CFTC, NFA, etc. Prior experience in a Swap Dealer firm is highly preferred. Financial Expertise: Proven track record in developing and implementing financial strategies, managing budgets, and optimizing financial performance. Experience with financial reporting and analysis is essential. Regulatory Knowledge: Knowledge of relevant regulatory frameworks and experience in managing relationships with regulators is a must-have. Analytical and Problem-solving Skills: Can comprehend complex financial situations, identify improvements them, and develop effective financial plans. Strong attention to detail and critical thinking under pressure. Strong Communication and Leadership Skills: Exemplary verbal and written communication; able to present financial information to senior management and external stakeholders. Proven ability to lead and collaborate with cross-functional teams. Technical Proficiency: Proficiency in financial software and tools, such as Excel, ERP systems, and financial modeling software. Curiosity and Learning: Prior cryptocurrency experience is not required; however, a general curiosity and desire to learn are a must. Compensation: This is a full-time position with an expected annual compensation of $176,000 - $286,000. The actual compensation for a successful candidate may vary based on factors such as skill set, relevant experience, qualifications, and other relevant factors. This position also offers other forms of compensation and benefits consisting of overtime compensation ( when applicable ), relocation assistance ( if applicable ), performance-linked bonus, paid time off (including sick time) benefits, paid Company holidays, participation in the Company's equity and 401k retirement plan, competitive employee health, dental, and vision benefits each subject to the terms and conditions of the governing plan documents and Company policies. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $176k-286k yearly Auto-Apply 37d ago
  • Senior Director of Financial Reporting

    Sunbit 4.3company rating

    New York, NY jobs

    Title: Senior Director of Financial Reporting Reports To: Chief Accounting Officer The Company: Sunbit builds financial technology for real life. Our AI-native platform helps more people get to “yes” at the moments that matter with personalized offers, transparent terms, and no added consumer fees. In stores, practices and service centers across the country, Sunbit provides a fast, fair pay-over-time option. For everything else, the Sunbit Credit Card delivers a modern, no-fee credit experience managed in a powerful mobile app. We are guided by people-centered values: Serve Others Before Self, Include Always, Connect Genuinely, Innovate for Good. These values shape how we build, how we support customers and merchants, and how we work with each other. What makes Sunbit different is an AI-native infrastructure that runs through the full customer and merchant journey. Our interconnected AI systems power instant decisioning, streamline fraud checks with human-in-the-loop safeguards, and enable highly personalized offers at scale. The result is a quick, fair, and simple experience for consumers and merchants. We pair this technology with inclusion and transparency. Sunbit delivers industry-leading approval rates - 90%+ in auto service and 85%+ in dental - while maintaining zero consumer fee-based revenue. It is a better way to serve people and merchants, proven at scale. Today, Sunbit is available across a nationwide, in-person merchant network of 30,000+ locations spanning auto service centers, dental and optical practices, veterinary clinics, and other specialty services. We help teams say “yes” more often and help customers move forward with confidence. The Role: Sunbit is seeking a highly motivated and experienced Sr. Director of Financial Reporting to join our growing accounting team. This critical role will be responsible for overseeing all aspects of external reporting. In this position you will ensure that effective financial controls, policies, and procedures are established and applied to provide the company with high quality, compliant external financial reporting. This highly visible role offers a unique opportunity to meaningfully shape the future of our financial operations. The ideal candidate will have expertise in technical accounting and a deep understanding of SEC regulations. What You'll Own: Responsible for the compilation of all financial statements (monthly, quarterly, and annual), footnotes, management discussion and analysis and all other finance components of external reporting, as applicable. Subject matter expert on US GAAP and SEC regulations for the preparation and filing of financial statements and SEC reports for public companies. Lead and manage the preparation and review of SEC reports, including 10-K, 10-Q, and other required disclosures. Prepare technical accounting memos and analysis as needed. Interpret and implement new technical accounting standards and assess their impact on the company's financial statements. Oversee the fair value accounting processes, ensuring accurate and compliant valuations of financial instruments and other assets. Work with external auditors on requests for assistance; prepare schedules, as necessary. Develop and maintain robust internal controls over financial reporting, with a focus on SOX 404 compliance. Implement a dedicated software platform for financial and SEC reporting. Build, manage and mentor a team of financial reporting professionals. Drive collaborative and proactive relationships with key stakeholders, including key constituents such as FP&A, Capital Markets, Legal & Compliance, and Data departments. What You'll Bring: Bachelor's degree in accounting, finance, or economics Certified Public Accountant with in-depth knowledge of US GAAP 12+ years of progressive technical accounting and reporting experience, including auditing experience with a major public accounting firm and at least 3+ years of SEC reporting experience. Pre-IPO/private company experience is essential, with demonstrated success in building scalable reporting and compliance processes. Fintech, consumer finance, or financial institution industry experience Strong background in SEC reporting, including preparation of public company filings (10-Ks, 10-Qs, 8-Ks) and registration statements (S-1) Demonstrated ability to research, interpret, and apply complex technical accounting standards. Thorough knowledge of fair value accounting principles and methodologies and disclosure requirements Experience in SOX control execution/documentation Strong leadership and communication skills, with the ability to effectively interact with all levels of the organization. Experience with the CECL accounting standard is a plus. Experience with ERP systems (such as NetSuite) is a plus. Demonstrated excellent written and verbal communication skills. Ability to work effectively in a fast-paced, dynamic environment. Strong work ethic, attention to detail, and a commitment to excellence How We Pay: We believe in paying fairly and equitably based on a number of factors including but not limited to previous experience, relevant work history, interview performance, geographical location, internal equity, and expected level of ownership. We are targeting a salary of $220,000 - $275,000 per year for this role This role will also be granted company equity via stock options Why Choose Sunbit? Sunbit is recognized as one of the fastest growing and most admired fintech companies, earning honors from Inc. 5000 (four consecutive years), Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough for its innovation and impact. The company has also been featured among Newsweek's Most Loved Workplaces and CB Insights' Unicorn Companies, reflecting a valuation of $1.1B. People choose Sunbit for its people-first culture rooted in service, inclusion, and real-world impact. Powered by AI that helps people in life's critical moments-offering high approvals, speed, and zero fees-Sunbit has achieved proven scale across tens of thousands of merchants and millions of transactions. Its fast, fair, and simple financial products empower consumers and partners alike through clarity and trust. The Perks: Mission driven, empowered, and collaborative culture Competitive pay and stock options Unlimited PTO Comprehensive health benefits (Medical, Dental, Vision, Life, EAP, Parental Leave, HSA, & more) Newly added HSA and Pet Insurance 401(k) with company match Cell Phone Stipend Team-based strategic planning and ownership of deliverables Sunbit is an Equal Opportunity Employer. We strive to provide a professional & welcoming workplace for all employees. Recruitment Fraud Disclaimer We've been made aware of fraudsters impersonating Sunbit employees during the hiring process. Please note that all official communication will come from an @sunbit.com email address, through our applicant tracking platform @sunbit.comeet-notifications.com or directly via LinkedIn. We will never ask for your age, Social Security number, bank account details, payment of any kind, or other unrelated personal information during the application process. Our hiring process always includes interviews, either by phone, zoom, or in person, before any offer is made. If something feels suspicious, please contact us at ************* to confirm. We ask that you contact ************* only about potential instances of fraud. ************* does not reach our recruiting team directly. Your application directly through the posting is the best way to ensure that your candidacy is reviewed by our team. Due to the volume of applications, we will not respond to nor forward emails about your candidacy that are sent to ************* directly, and your email about your application will be deleted from our systems.
    $220k-275k yearly 46d ago
  • Accounting Manager

    Betterment 4.3company rating

    New York, NY jobs

    Betterment is a leading, technology-driven financial services company that offers investing 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). About the role The Accounting team at Betterment is responsible for maintaining the accuracy, integrity, and timeliness of the company's financial information. The team partners across the organization to ensure financial results are reliable, compliant with US GAAP, and reflective of Betterment's business performance. Accounting plays a critical role in supporting company growth by managing the close process, enabling informed decision-making, and driving process improvements that keep pace with Betterment's evolving products and operations. As part of this collaborative, high-performing team, you'll contribute to strengthening Betterment's financial foundation, helping scale our accounting processes, support audits and compliance efforts, and deliver high-quality financial insights to leadership. This role is based out of our NYC office and we require in office attendance Monday through Thursday, weekly. 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 Betterment's total compensation package for employees. New York City: $125,000 - $145,000 We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus. A day in the life Help lead Betterment's monthly, quarterly, and annual financial close processes by supporting accuracy, completeness, and timeliness of results Assist in the preparation, review, and analysis of journal entries, account reconciliations, and fluctuation analyses across general ledger accounts in accordance with GAAP Maintain the integrity of Betterment's financial results by managing close deliverables, resolving issues proactively Champion process excellence and controls, helping Betterment scale its financial operations while maintaining compliance and efficiency Partner cross-functionally with Operations, Product, Marketing, Engineering, and Legal teams to ensure accounting alignment with new initiatives, revenue streams, and product launches Research and interpret complex accounting matters and apply appropriate US GAAP guidance to new products, vendor agreements, and corporate transactions Serve as a key point of contact for external auditors during interim and year-end audits, ensuring audit readiness and effective communication Contribute to the growth of the accounting team by providing guidance, constructive feedback, and opportunities for skill development What we're looking for Bachelor's degree in Accounting or Finance 5-6+ years of accounting experience, with evidence of assuming roles of greater responsibility Certified Public Accountant (CPA) or equivalent Strong knowledge of US GAAP with the ability to clearly explain accounting concepts to both financial and non-financial stakeholders Proven attention to detail and analytical thinking, paired with strong project management and execution skills A proactive, detail-oriented mindset and the ability to thrive in a fast-paced, collaborative environment Nice to have Experience in technology and/or financial services industries A mix of Big 4 public accounting and private company work experience What being at Betterment means for you We change lives Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better. 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 invest in you with: A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave. Flexible paid time off (and encouragement to use it!) Meaningful opportunity for community building through our 7 Employee Resource Groups Empowerment to own and lead change and affect the business Dedicated professional development opportunities Lunch from our in-house chef at our NYC headquarters What happens next We'll take a few weeks to review all applications. If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues. In the interview process, we'll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions. On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we're unable to offer individual feedback during the interview process. We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process! Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter. Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Come join us! 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, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law. E-Verify Statement Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee's Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants. E-Verify Notice E-Verify Notice (Spanish) Right to Work Notice Right to Work Notice (Spanish) CPRA Language - CA Applicants ONLY We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email ************************ .
    $125k-145k yearly Auto-Apply 40d ago
  • Accounting Manager

    Betterment 4.3company rating

    New York, NY jobs

    About the role The Accounting team at Betterment is responsible for maintaining the accuracy, integrity, and timeliness of the company's financial information. The team partners across the organization to ensure financial results are reliable, compliant with US GAAP, and reflective of Betterment's business performance. Accounting plays a critical role in supporting company growth by managing the close process, enabling informed decision-making, and driving process improvements that keep pace with Betterment's evolving products and operations. As part of this collaborative, high-performing team, you'll contribute to strengthening Betterment's financial foundation, helping scale our accounting processes, support audits and compliance efforts, and deliver high-quality financial insights to leadership. This role is based out of our NYC office and we require in office attendance Monday through Thursday, weekly. 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 Betterment's total compensation package for employees. * New York City: $125,000 - $145,000 We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus. A day in the life * Help lead Betterment's monthly, quarterly, and annual financial close processes by supporting accuracy, completeness, and timeliness of results * Assist in the preparation, review, and analysis of journal entries, account reconciliations, and fluctuation analyses across general ledger accounts in accordance with GAAP * Maintain the integrity of Betterment's financial results by managing close deliverables, resolving issues proactively * Champion process excellence and controls, helping Betterment scale its financial operations while maintaining compliance and efficiency * Partner cross-functionally with Operations, Product, Marketing, Engineering, and Legal teams to ensure accounting alignment with new initiatives, revenue streams, and product launches * Research and interpret complex accounting matters and apply appropriate US GAAP guidance to new products, vendor agreements, and corporate transactions * Serve as a key point of contact for external auditors during interim and year-end audits, ensuring audit readiness and effective communication * Contribute to the growth of the accounting team by providing guidance, constructive feedback, and opportunities for skill development What we're looking for * Bachelor's degree in Accounting or Finance * 5-6+ years of accounting experience, with evidence of assuming roles of greater responsibility * Certified Public Accountant (CPA) or equivalent * Strong knowledge of US GAAP with the ability to clearly explain accounting concepts to both financial and non-financial stakeholders * Proven attention to detail and analytical thinking, paired with strong project management and execution skills * A proactive, detail-oriented mindset and the ability to thrive in a fast-paced, collaborative environment Nice to have * Experience in technology and/or financial services industries * A mix of Big 4 public accounting and private company work experience
    $125k-145k yearly Auto-Apply 41d ago
  • Senior Director of Financial Reporting

    Sunbit 4.3company rating

    New York, NY jobs

    Title: Senior Director of Financial Reporting Reports To: Chief Accounting Officer The Company: Sunbit builds financial technology for real life. Our AI-native platform helps more people get to "yes" at the moments that matter with personalized offers, transparent terms, and no added consumer fees. In stores, practices and service centers across the country, Sunbit provides a fast, fair pay-over-time option. For everything else, the Sunbit Credit Card delivers a modern, no-fee credit experience managed in a powerful mobile app. We are guided by people-centered values: Serve Others Before Self, Include Always, Connect Genuinely, Innovate for Good. These values shape how we build, how we support customers and merchants, and how we work with each other. What makes Sunbit different is an AI-native infrastructure that runs through the full customer and merchant journey. Our interconnected AI systems power instant decisioning, streamline fraud checks with human-in-the-loop safeguards, and enable highly personalized offers at scale. The result is a quick, fair, and simple experience for consumers and merchants. We pair this technology with inclusion and transparency. Sunbit delivers industry-leading approval rates - 90%+ in auto service and 85%+ in dental - while maintaining zero consumer fee-based revenue. It is a better way to serve people and merchants, proven at scale. Today, Sunbit is available across a nationwide, in-person merchant network of 30,000+ locations spanning auto service centers, dental and optical practices, veterinary clinics, and other specialty services. We help teams say "yes" more often and help customers move forward with confidence. The Role: Sunbit is seeking a highly motivated and experienced Sr. Director of Financial Reporting to join our growing accounting team. This critical role will be responsible for overseeing all aspects of external reporting. In this position you will ensure that effective financial controls, policies, and procedures are established and applied to provide the company with high quality, compliant external financial reporting. This highly visible role offers a unique opportunity to meaningfully shape the future of our financial operations. The ideal candidate will have expertise in technical accounting and a deep understanding of SEC regulations. What You'll Own: * Responsible for the compilation of all financial statements (monthly, quarterly, and annual), footnotes, management discussion and analysis and all other finance components of external reporting, as applicable. * Subject matter expert on US GAAP and SEC regulations for the preparation and filing of financial statements and SEC reports for public companies. * Lead and manage the preparation and review of SEC reports, including 10-K, 10-Q, and other required disclosures. * Prepare technical accounting memos and analysis as needed. * Interpret and implement new technical accounting standards and assess their impact on the company's financial statements. * Oversee the fair value accounting processes, ensuring accurate and compliant valuations of financial instruments and other assets. * Work with external auditors on requests for assistance; prepare schedules, as necessary. * Develop and maintain robust internal controls over financial reporting, with a focus on SOX 404 compliance. * Implement a dedicated software platform for financial and SEC reporting. * Build, manage and mentor a team of financial reporting professionals. * Drive collaborative and proactive relationships with key stakeholders, including key constituents such as FP&A, Capital Markets, Legal & Compliance, and Data departments. Requirements What You'll Bring: * Bachelor's degree in accounting, finance, or economics * Certified Public Accountant with in-depth knowledge of US GAAP * 12+ years of progressive technical accounting and reporting experience, including auditing experience with a major public accounting firm and at least 3+ years of SEC reporting experience. * Pre-IPO/private company experience is essential, with demonstrated success in building scalable reporting and compliance processes. * Fintech, consumer finance, or financial institution industry experience * Strong background in SEC reporting, including preparation of public company filings (10-Ks, 10-Qs, 8-Ks) and registration statements (S-1) * Demonstrated ability to research, interpret, and
    $117k-182k yearly est. 46d ago

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