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 9 months with an option for extension.
The Bookkeeper position will be a key position within the organization and the finance department, reporting to the Director of Finance and ensuring all aspects of day-to-day finances are running smoothly. It presents an exciting opportunity to join a successful start-up as it accelerates its growth. You will join a growing team excited with the challenge of growing both the finance department and the company into one of the largest FinTech companies in the world. You’ll find yourself regularly expanding in your career, with support from management and mentors. You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.
RESPONSIBILITIES
The role's responsibilities include full ownership on all bookkeeping aspects among other are:
- Accounts payables management
- Accounts receivables management
- Bank reconciliations
- Credit cards reconciliations
- Employees expense reports
- Monthly, quarterly, and yearly closing processes to ensure completeness and accuracy
- Oversee external vendor for payroll process
- Reports to authorities -Tax, VAT, Social security
- Support the annual audit process
- Ad-hoc tasks as required
REQUIREMENTS
- Certified bookkeeper (Type 3)
- At least 5 years of experience as an independent bookkeeper in a global company (preferably Tech companies)
- Working in a fast pace growing startup company - strong advantage
- Experience with Netsuite and/or SAP Business one - strong advantage
- Ability to work independently
- Excellent English, verbal and written.- required
- Strong Excel skills
- Highly motivated and committed, ability to work in a fast-paced work environment and meet deadlines
- Experience with bookkeeping of US companies
- Experience working with ERP systems
WHAT WE OFFER
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
- Team Culture: A collegial, collaborative, fun work environment with frequent team events
- Professional Development: Sponsored learning & development program
- Work Flexibility: A hybrid office work model (In-Office Mon/Tues/Weds and WFH Sun//Thurs)
Top Skills
What the Team is Saying
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!
