Responsibilities:
- Work with accounting staff to facilitate monthly, quarterly, and annual close processes, ensuring timely and accurate financial reporting at both the subsidiary and consolidated levels.
- Oversee the accounts payable function by reviewing vendor invoicing, monitoring payment cycles, and ensuring accurate expense recognition and strong control practices.
- Prepare and review complex journal entries, perform bank and balance sheet reconciliations, and manage intercompany transactions and allocations.
- Maintain and reconcile fixed assets, intangible assets, and prepaid expense schedules, ensuring accuracy of related general ledger accounts.
- Drive continuous improvement initiatives to enhance the efficiency, automation, and control environment of corporate accounting and general ledger processes.
- Support external audits by coordinating PBC requests, providing thorough analysis, and managing communications to ensure a smooth and timely audit process.
- Prevent inaccuracies in and maintain reliability of financial documents by setting up internal control systems and embracing proper policies for financial reporting.
- Collaborate with system vendors and cross-functional teams to optimize accounting systems, evaluate new tools, and support automation and scalability in advance of public-company requirements.
Requirements:
- 5-7 years of relevant experience
- BA/BS required in Finance or Accounting; CPA preferred.
- Proficiency in Microsoft Suite, Google Suite, NetSuite, Bill.com, Expensify, Workiva is a plus.
- In-depth knowledge of GAAP
- Experience with multiple subsidiaries, intercompany allocations/eliminations
- Unquestionable ethics.
- Shown ability to communicate effectively at all levels of an organization.
- Uncompromising attention to detail with the ability to communicate to the level of detail appropriate to the situation and audience.
- Ability to problem-solve and actively address issues in a professional and effective manner.
- Enthusiasm to apply technology to business processes.
- Strong organizational skills and ability to set and meet deadlines in a high paced environment.
- Self-starter who regularly takes initiative and can juggle multiple projects while simultaneously demonstrating creativity and judgment.
- Takes pride in meeting deadlines and exceeding expectations on quality of output.
- Customer-centric business philosophy and team-oriented mindset.
Top Skills
What We Do
Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets.
Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love.
Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia.
Want to help us re-architect the financial industry?
