Senior Staff Accountant

🕒 March 11

🏄 California – Remote

🏄 California – Remote

💵 $120k - $141.5k / year

⏰ Full Time

🟠 Senior

💲 Accountant / Accounting

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Wealthfront

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

💰 $69.7M Convertible Note on 2022-09

Finance • Fintech • SaaS

Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.

📋 Description

• 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 and monitoring payment cycles, ensuring accurate expense recognition and strong control practices. • Reconcile AP aging between Bill.com and NetSuite, prepare and analyze semi-monthly aging reports, and oversee payment disbursement (check, ACH, wire, etc.), ensuring timely and accurate vendor payments. • Prepare and review complex journal entries, perform bank, credit card and balance sheet reconciliations. • Work cross-functionally to update time allocation percentages for new hires and existing employees monthly. • Manage complex intercompany transactions, and allocate monthly direct expenses, overhead and compensation related expenses to appropriate subsidiaries based on established methodologies, ensuring accurate financial reporting across legal entities. • Maintain and reconcile 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.

🏖️ Benefits

• medical • vision • dental • 401K plan • generous time off • parental leave • wellness reimbursements • professional development • employee investing discount