The Role 

We're seeking an Accounting Manager to oversee core accounting operations and develop scalable financial processes as we expand. You'll combine technical expertise with a startup mindset—rolling up your sleeves, working cross-functionally, and thriving in ambiguity. This is your chance to shape the financial foundation of a company redefining wealth management.

Your Impact 

• Own month-end, quarter-end, and year-end close processes, ensuring accurate GAAP-compliant reporting
• Prepare financial statements, reconciliations, journal entries, and supporting schedules
• Manage daily accounting operations: AP, payroll coordination, expense management, and revenue recognition
• Handle complex equity accounting, including APIC reconciliations, SAFE notes, convertible debt, and preferred stock
• Support M&A accounting and integration activities
• Build and document accounting policies, internal controls, and scalable processes
• Lead annual audit process and coordinate external audits, tax filings, and regulatory reporting
• Collaborate with FP&A on budget analysis, forecasts, and strategic planning
• Maintain and optimize accounting systems (NetSuite, Ramp, Navan, Rippling)

The Ideal Match 

• Bachelor's in Accounting or Finance; CPA required
• 5+ years of progressive accounting experience with a Big Four background preferred
• Strong command of US GAAP, including ASC 606 (revenue recognition) and ASC 842 (lease accounting)
• Experience with NetSuite and advanced Excel proficiency
• Detail-oriented with strong analytical and communication skills
• Thrives in fast-paced, ambiguous startup environments

Bonus Points 

• 1-2 years in a fintech or startup environment
• Experience in wealth management, investment platforms, or financial services
• Track record of building accounting infrastructure from the ground up

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!