Finance Specialist - Accounting & FP&A

Facet is a fast-growing fintech company revolutionizing personal finance. We’re building a future where everyone may enrich their lives beyond expectation through our powerful combination of cutting-edge technology and personalized guidance. 

We believe that unbiased, personalized financial advice that integrates into every facet of life is essential to living well. People’s financial lives are dynamic and ever-evolving, so we cover everything money touches–from starting a business to buying real estate to your investments and much more. Facet believes financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional–the highest certification possible.

We are looking for an Finance Specialist - Accounting and FP&A to help drive our financial success at Facet. This is a hybrid role with accounting at its core, and complementary financial planning and analysis (FP&A) responsibilities, giving you a holistic view of our business. You will be a key player in ensuring the integrity of our financial records, transactions and forecasts, collaborating with teams across the company to support timely and accurate financial reporting. If you have a meticulous eye for detail and are a quick learner, this is an incredible opportunity to gain valuable experience at a fast-growing FinTech company focused on making a real impact.

Responsibilities:

• Accounting
• Assist with general ledger maintenance, ensuring all transactions are recorded accurately and timely.
• Support the month-end and year-end close process, including preparing journal entries, reconciliations, and financial schedules.
• Assist in the preparation of US GAAP-compliant financial statements, footnotes and supporting schedules.
• Perform recurring accounting activities including account reconciliations and transaction reviews to maintain accurate, timely, and US GAAP-compliant financial records.
• Support accounts payable process, ensuring accuracy, timeliness, and adherence to company policies.
• Prepare and maintain documentation to support the external audit, including audit schedules and reconciliations.
• Contribute to the development and improvement of accounting policies, internal controls, and process automation initiatives.  

• Financial Planning & Analysis (FP&A)
• Help update and maintain the company's financial model to support forecasting and budgeting.
• Support the preparation of monthly financial reporting packages and dashboards for leadership, providing clear insights into business performance.
• Act as relied-upon cross-functional business partner, helping build models to evaluate and support ad-hoc strategic initiatives.
• Assist with routine variance analysis, helping to identify and explain performance against plan and prior periods.

• Bachelor’s degree in Accounting (or Finance with strong accounting coursework).

• 1-3 years of experience in public accounting (Big 4 or national firm preferred) and/or in a corporate finance & accounting, or a related role.
• Advanced Microsoft Excel skills (pivot tables, lookups, nested formulas and etc) with the ability to build and update financial models.
• Comfortable working across both accounting and FP&A functions.
• Good understanding of US GAAP and internal control principles. 
• Fast learner who thrives in a dynamic, changing, and cross-functional environment.
• Excellent analytical and problem-solving skills and attention to detail.
• Strong communication and collaboration skills- both written and verbal; team-first mindset.
• Experience working with accounting software, preferably NetSuite
• Enthusiasm for process improvement, automation and the use of emerging technologies (including AI) to enhance efficiency in accounting and finance.

• $90,000 - $110,000 base salary + bonus + equity determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.

• Flexible PTO
• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
• Certification reimbursement program 
• Work from anywhere in the US