Staff Accountant
About the job
- Bachelor's degree in accounting or finance.
- One or more years of experience and/or training, or an equivalent combination of education and experience.
- Proficiency with Excel, including PivotTables, VLOOKUP, COUNT, and SUM.
- Strong analytical skills, a high degree of accuracy, attention to detail, organizational skills, interpersonal skills, and communication skills.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Review, verify coding, and process invoices within the Zip AP platform.
- Analyze discrepancies and report on unpaid and unapproved invoices.
- Compile weekly payment run information.
- Review and process employee expenses and reimbursements within Ramp and verify compliance with company policy.
- Meet with vendor management and the CFO to review the current vendor population.
- Perform sales and use tax reconciliation, monitoring, and maintenance within Avalara.
- Prepare and distribute the weekly cash management report.
- Monitor daily bank and clearing firm deposit balances.
- Record daily cash activity in the general ledger.
- Download the daily BAI files.
- Assist with the intercompany settlement process.
- Prepare vendor payments in the banking platform.
- Assist with opening new accounts as needed.
- Assist with preparing and distributing customer invoices across business lines.
- Apply cash receipts against open invoices within NetSuite.
- Monitor customer accounts for non-payment and delayed payment.
- Perform collection procedures in accordance with written policies.
- Resolve customer account and billing discrepancies.
- Support the monthly, quarterly, and annual close process, including recording journal entries and scheduling close meetings.
- Evaluate and recommend procedures to improve the efficiency and effectiveness of accounting processes, analysis, and reporting.
- Reconcile and analyze general ledger accounts.
- Maintain and reconcile accrual and prepaid accounts.
- Participate in external, internal, and regulatory audits.
- Assist with projects as needed.
- Experience with NetSuite, Concur, Zip, Ramp, and/or Avalara.
About the company
IEX operates a family of financial technology products centered on making markets more transparent and data-driven. Its flagship IEX Exchange aims to provide a fairer trading environment in the U.S. equities market. Beyond the exchange, IEX Cloud offers a data platform with APIs for buying, sharing, and using market and other data, while IEX Astral helps institutional traders analyze the lifecycle of their orders. In Web3, Dispatch provides on-chain messaging and analytics, and SwXtch.io adds bare-metal capabilities to virtual cloud networks. The company earns revenue from exchange transaction fees, data subscriptions, and licensing of its technology. Overall, IEX combines trading, data, analytics, and blockchain-enabled solutions to help clients trade more efficiently and make informed decisions.
Company Size
51-200
Company Stage
Series C
Total Funding
$100.9M
Headquarters
New York City, New York
Founded
2012
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Simplify's Take
What believers are saying
- OCC began clearing IEX Options on October 5, 2026, validating launch readiness.
- IEX reported 3.8% overall market share and 4.7% intraday share in Q2 2026.
- September 2026 fee and listing rule filings show IEX monetizing options membership immediately.
What critics are saying
- Citadel Securities keeps attacking IEX’s options model, preserving legal overhang after launch.
- Maker-taker giants can undercut IEX’s economics, compressing adoption among brokers and market makers.
- If options volume disappoints, IEX remains a niche equities venue with fragile scale.
What makes IEX unique
- IEX’s 350-microsecond speed bump and Signal define its anti-latency-arbitrage pitch.
- D-Limit claims 64 mils/share improvement and 73% stable volume in July 2026.
- IEX Options launched October 2, 2026, extending the fairness brand into derivatives.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
401(k) Retirement Plan
Unlimited Paid Time Off
Flexible Work Hours
Paid Parental Leave
Company News
NEW YORK - March 25, 2025 - IEX Group, Inc. (IEX) today announced the appointment of Steven Bonanno as Chief Information Officer (CIO) to support ongoing company growth and innovation in exchange technology.
IEX group set to launch innovative U.S. Options exchange.
IEX also introduced D-Limit, the only displayed order type designed to obtain pre-trade price improvement, enabling Members to achieve prices better than their initial limit price.
Seasoned Exchange and Capital Markets Executive, Bryan Harkins , Joins IEX Co-Founders as Group President to Lead IEX's Commercial GrowthIEX's Co-Founder, Ronan Ryan , Steps Into the Role of Group Chief Operating OfficerIEX Promotes Florian Seifferer to Group Chief Strategy OfficerNEW YORK, May 3, 2024 /PRNewswire/ -- IEX Group, Inc. (IEX) today announced the appointment of Bryan Harkins as its President, Ronan Ryan as its chief operating officer (COO), and Florian Seifferer as its chief strategy officer (CSO).Harkins is a great addition to the already strong IEX leadership team, with his extensive background in multi-asset exchange trading, Fintech, and capital markets. He brings exceptional experience in advancing product development and driving growth of trading platforms.Before joining IEX, Harkins held roles as the EVP, Head of Markets at Cboe Global Markets overseeing equities, derivatives, and foreign exchange trading, was the President of BIDS trading, the EVP and Head of Markets at BATS Global Markets, the Chief Operating Officer of Direct Edge, and the Chief Revenue Officer of Trumid."Bryan brings tremendous leadership experience across a number of asset classes which is extremely valuable given IEX's potential for growth both now and into the future," said IEX Co-Founder and CEO, Brad Katsuyama. "He has built trusted relationships with a wide variety of market participants, and we could not be more excited to have him be a part of our executive team and what we are building at IEX."In addition to his many leadership roles in the industry, Harkins co-founded Wall Street Rides FAR (for autism research) with his wife in 2015 and serves on the Board of Directors for the Autism Science Foundation."I have watched and admired IEX's innovation and unique approach in a competitive market. They have built a great business, and I am honored to bring my experience to help them execute on the next chapters of their growth and evolution," said Harkins.In the role of Group COO, IEX's co-founder, Ryan, will focus on corporate development, strategic planning, and guide the long-term initiatives aimed at promoting IEX's growth and profitability."Ronan and I have been at the heart of driving IEX forward since we co-founded the company over a decade ago," said IEX Co-Founder and CEO, Brad Katsuyama. "This move will allow IEX to expand the breadth of our executive team as we enter an important competitive period with pending regulatory and market structure changes
NEW YORK, June 6, 2023 /PRNewswire/ -- swXtch.io LLC, a wholly owned subsidiary of IEX Group, Inc., today announced the launch of its Internet of Things (IOT) commercial offering for cloudSwXtch. This offering will help companies accelerate digital transformations and migrate high-performance workloads to the cloud, which was not previously possible.cloudSwXtch is an important advancement for the IOT ecosystem as it introduces the ability for users to equip cloud networking stacks with features that are relied on by on-prem workflows. Several top features now accessible with the availability of cloudSwXtch include multicast, high-availability, and Precision Time Protocol (PTP), among others. To illustrate these capabilities, two leading workflows are outlined below, cloud-based audio & video monitoring and virtual test & simulation.Brent Yates, CEO of swXtch.io, commented on the news, "Cloud computing has been a cornerstone of IOT industry growth, driving new heights in asset and operational performance and opening the door to new business models. With cloudSwXtch, no-code multicast enablement is available to network engineers for the first time on all the major clouds."Cloud-Based Audio & Video MonitoringLocal and state governments often rely on large, rugged camera networks to monitor thousands of real-time streams for traffic, emergency management, and other services. These networks overwhelmingly originate and distribute multicast streams, which were previously incompatible with existing cloud networks.cloudSwXtch offers two primary features to support the migration of these video monitoring workflows from on-prem to cloud: the ability to enable multicast traffic distribution from on-prem to edge and cloud environments and the ability to enable bandwidth conservation using the dynamic bridge feature