Flourish

Fintech platform enabling RIAs' private-bank services

Staff Accountant

Financial AccountingConfirmed live in the last 24 hours

Full-timeNew York, NY, USAIn-person

About the Job

Requirements

A bachelor's degree in Accounting is required.
Candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA; additional regulatory screenings may apply for roles requiring registration, including review of Form U5 disclosures and other relevant licensing information.
Accounting experience in financial services, fintech, or a private-equity-backed environment is strongly preferred.
Experience in financial services or fintech is preferred.
A CPA or progress toward CPA is preferred.
Public accounting experience is preferred.
Exposure to broker-dealer or other regulated financial services accounting is preferred.
Knowledge of United States generally accepted accounting principles and accounting principles and practices is preferred.
Experience standing up an enterprise resource planning system or financial tools and applications is preferred.
Comfort using finance tools and applications with artificial intelligence capabilities is preferred.
Ability to understand the financial impact of decisions and balance them with business partner satisfaction is preferred.
Experience in high-growth or evolving environments is preferred.
Ability to support business-aligned reporting is preferred.
Attention to detail and problem-solving ability are preferred.
A collaborative, proactive, accountable approach and eagerness to learn and grow are preferred.

Responsibilities

Execute month-end close tasks and support financial reporting, including preparation of generally accepted accounting principles financial statements and ensuring key performance indicator reporting accuracy.
Prepare journal entries and reconciliations.
Record and reconcile banking transactions, payroll, and other human resources-related expenses, and support cash flow, liquidity, and debt covenant reporting as needed.
Manage accounts payable, credit card, and travel and expense processes.
Support audit and compliance processes.
Support broker-dealer regulatory reporting, such as net capital and FOCUS filings, under the direction of the Controller.
Provide accounting data and analysis to support the Financial Planning and Analysis Manager's annual budget and periodic forecasting.
Partner with cross-functional teams on financial data.
Identify process improvements and automation opportunities, including through artificial intelligence tools.
Support carve-out efforts and transition services agreement exit.
Support system design and readiness efforts, including user acceptance testing.

Desired Qualifications

Accounting experience in financial services, fintech, or a private-equity-backed environment.
Financial services or fintech experience.
A CPA or progress toward CPA.
Public accounting experience.
Exposure to broker-dealer or other regulated financial services accounting.
Knowledge of United States generally accepted accounting principles and accounting principles and practices.
Experience standing up an enterprise resource planning system or financial tools and applications.
Comfort using finance tools and applications with artificial intelligence capabilities.
Excellent verbal and written communication skills.
Ability to understand the financial impact of decisions and balance them with business partner satisfaction.
Experience in high-growth or evolving environments.
Strong execution and ability to support business-aligned reporting.
Attention to detail and strong problem-solving skills.
A collaborative, proactive, accountable approach and eagerness to learn and grow.

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

About You

You are a highly organized, detail-oriented, and proactive professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify issues, and execute with precision. You bring consistency and rigor to accounting processes and ensure high-quality outputs. You communicate effectively with cross-functional stakeholders and are a natural collaborator within a finance team.

You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of growing alongside a collaborative finance team. You will be able to take ownership of core accounting processes while helping build the foundation for scalable operations.

About the Role

Flourish is transitioning to a standalone, PE-backed organization. As a Staff Accountant, you will play a key role on our finance team, reporting to the Controller and supporting the execution of core accounting operations and financial processes during a critical stage of growth.

You’ll ensure timely and accurate financial reporting, support audits, and partner across the organization to contribute to building scalable infrastructure aligned with long-term growth.

Principal Responsibilities

Execute month-end close tasks and support financial reporting, including GAAP financial statement preparation and KPI reporting accuracy
Prepare journal entries and reconciliations
Record and reconcile banking transactions, payroll, and other HR-related expenses, and support cash flow, liquidity, and debt covenant reporting as needed
Manage the AP, credit card, and TE process
Support audit and compliance processes
Support broker-dealer regulatory reporting (e.g., net capital, FOCUS filings) under the direction of the Controller
Provide accounting data and analysis to support the Financial Planning and Analysis Manager’s annual budget and periodic forecasting
Partner with cross-functional teams on financial data
Identify process improvements and automation opportunities, including through AI tools
Support carve-out efforts and TSA exit
Support system design and readiness efforts, i.e., UAT

Minimum Qualifications

Bachelor's degree in Accounting
2+ years of accounting experience in a financial services, fintech, or PE-backed environment strongly preferred
Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Preferred Qualifications

Financial services or fintech experience
CPA (or progress toward)
Public accounting experience
Exposure to broker-dealer or other regulated financial services accounting
Solid knowledge of US GAAP and accounting principles and practices
Experience standing up an ERP or financial tools and applications
Comfortable using finance tools and applications with AI capabilities
Excellent verbal and written communication skills
Ability to understand the financial impact of decisions and balance them with business partner satisfaction
Experience in high-growth or evolving environments
Strong execution and ability to support business-aligned reporting
Detail-oriented with strong problem-solving skills
Collaborative, proactive, and accountable team player eager to learn and grow

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $75,000 - $115,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

About the Company

Flourish

Fintech platform enabling RIAs' private-bank services

Flourish provides a wealth-management platform for RIAs that lets advisors compete with bigger firms by unifying several client-facing tools in one place. Its flagship Flourish Cash offers FDIC-insured cash management with competitive yields via a network of program banks. Flourish Lending is a digital-first mortgage platform that sources rates from capital markets for home purchases and refinances, while Flourish Annuities gives access to a curated marketplace of fee-based annuities with a digital application and outsourced insurance desk. The platform also integrates with major advisory software (e.g., Envestnet, Orion, Black Diamond) and uses revenue sharing on certain products. Flourish aims to help RIAs manage more of a client’s balance sheet in-house, expand their service offerings, and grow assets under management.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: St Paul, MN
Founded: 2017

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