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Full-Time

Accounts Payable Specialist

Confirmed live in the last 24 hours

Wealthfront

Wealthfront

201-500 employees

Automated investment and wealth management services

Consulting
Consumer Software
Fintech
Financial Services
Entertainment

Compensation Overview

$79k - $92kAnnually

+ Bonus + Equity

Junior, Mid

Remote in USA

Category
Bookkeeping
Financial Accounting
Financial Analysis
Accounting
Required Skills
NetSuite
Requirements
  • 1-4 years of accounting experience
  • Proficient in NetSuite, Bill.com, and MS Office/G Suite
  • Knowledge of US GAAP
  • Proven experience with processing vendor invoices and employee expense reports
  • Customer-centric business philosophy and team-oriented mindset
  • Unquestionable ethics
  • 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 proactively propose solution 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
  • BA/BS required
Responsibilities
  • Review, code, and process invoices, ensuring accuracy and adherence to company policies and procedures
  • Maintain positive relationships with internal stakeholders and vendors, addressing any inquiries or discrepancies
  • Assist in month-end close procedures, including but not limited to preparing Accounts Payable workbook, managing the Vendor List, performing reconciliations, investigating and resolving any discrepancies
  • Review and process employee expense reports, ensuring compliance with company policies and proper documentation requirements
  • Providing guidance and assistance to colleagues throughout the firm on our policies and procedures for submitting firm expenses
  • Prepare annual 1099s
  • Help with the monthly, quarterly and year-end close activities at both subsidiary and consolidated basis
  • Prevent inaccuracies and maintain the reliability of financial documents, compliant with internal company policies, accounting principles, and regulatory requirements
  • Assist the accounting team in the establishment of a scalable firm-wide accounting function
  • Liaison with accounting software, system vendors, and consultants as required and make recommendations as to ways we can automate or enhance our accounting operations through the implementation of new processes

Wealthfront offers a digital platform for wealth management, focusing on helping individuals grow their wealth through automated investment services. Its primary product is a robo-advisor that manages client funds for long-term investment, along with a high-yield cash account and a diversified bond portfolio. Wealthfront stands out by providing an easy-to-use interface and automated services, making financial management accessible to more people. The company's goal is to empower clients to save and invest effectively to achieve their financial goals.

Company Stage

Series G

Total Funding

$263.7M

Headquarters

Palo Alto, California

Founded

2011

Growth & Insights
Headcount

6 month growth

2%

1 year growth

10%

2 year growth

8%
Simplify Jobs

Simplify's Take

What believers are saying

  • Wealthfront's recent expansion into stock trading and bond investing demonstrates its commitment to diversifying its product offerings.
  • The company's achievement of $50 billion in client assets underscores its strong market position and client trust.
  • The high FDIC insurance coverage for cash accounts enhances client security and confidence in the platform.

What critics are saying

  • The competitive landscape in FinTech and wealth management is intense, with major players like Robinhood and Vanguard posing significant threats.
  • Reliance on robo-advisors may deter clients who prefer human financial advisors, potentially limiting market reach.

What makes Wealthfront unique

  • Wealthfront's automated investment platform leverages award-winning robo-advisors, setting it apart from traditional wealth management services.
  • The high-yield cash account offering an industry-leading 5.00% APY is a significant differentiator in the short-term savings market.
  • Wealthfront's diversified bond portfolio provides tax advantages and flexibility, unlike traditional bond investments with locked-in rates and maturity dates.

Benefits

Free lunches, snacks, coffee

Receive 1:1 mentorship

Caltrain pass, an additional transportation stipend, and relocation bonuses

Monthly wellness reimbursement

Discretionary time off policy and offer 16 weeks of paid parental leave

Comprehensive medical, dental and vision coverage