Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
The position is temporary for 6 months with an option for extension.
As the Assistant Controller at Pontera, you will play a pivotal role in managing and enhancing the company’s financial operations. Your primary responsibilities will include overseeing monthly and quarterly close processes, ensuring timely and accurate financial reporting, and maintaining compliance with accounting standards. You will support audit preparations, manage tax compliance requirements and assist in implementing and improving internal controls. This role involves collaborating with both internal teams and external stakeholders, such as auditors and tax advisors, to ensure the integrity of financial data and reporting processes. Additionally, you will take part in ad hoc financial projects, contributing to the continuous improvement of the finance function and operational efficiency. The reporting is to the Senior Global Controller.
RESPONSIBILITIES
- Assisting in the daily operations of the accounting department
- Taking integral part in monthly, quarterly, and annual financial close process
- Ad-hoc analytical reviews and projects
- Preparation of statutory reports (annual financial reports and tax returns)
- Monthly cash flow reporting including forecast
- Focal point for Corporate Finance
- Oversight of Bookkeepers' daily work
REQUIREMENTS
- CPA with 2+ years of experience from a Big 4 accounting firm, and after one role as an Assistant Controller, preferably form a global high tech company
- Fluency in English (spoken and written)
- Proficient knowledge of US GAAP
- Excellent Excel skills
- Detail-oriented with superior analytical and problem-solving skills
- Ability to work in a fast-paced work environment and meet tight deadlines
- Experience with ERP systems, preferably NetSuite
- Skills - Independent, multi-tasking ability, high attention to detail and team player with outstanding interpersonal and communication skills
- Impactful Opportunity: Be part of a fast-growing startup that's transforming the FinTech industry and make a significant impact on our products and customers.
- Team Culture: Join a collaborative, collegial, and fun work environment with regular team-building events and a supportive atmosphere.
- Professional Growth: Take advantage of sponsored learning and development programs to enhance your skills and grow your career.
- Work Flexibility: Enjoy a hybrid work model with in-office collaboration on Monday, Tuesday, and Wednesday, and remote work on Sunday and Thursday.
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What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.
Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
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Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
