Accounting and Payroll Specialist

Confirmed live in the last 24 hours

Locations

Remote

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

NetSuite

Requirements

1-4 years of accounting and payroll experience
Payroll processing and reconciliation experience. ADP/Namely proficiency is a huge plus
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 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
Proficiency in MS Office/G Suite and accounting packages, specifically experience in NetSuite
Knowledge of GAAP, including preparation of audited GAAP financial statements
BA/BS required

Responsibilities

Accounting duties such as accounts receivable, payable, print checks, bank and credit card reconciliations
Process semi-monthly payroll and any off-cycle payrolls
Prepare annual 1099's
Work with accounting staff to facilitate the end-to-end, timely and accurate financial reporting process
Help with the month, quarter and year-end close activities at each subsidiary and on a consolidated basis
Prepare and review journal entries, account reconciliations
Improve processes to drive efficiency and effectiveness over corporate accounting and GL activities
Lead continuous process improvement projects, provide meaningful proposals and drive implementation
Prevent inaccuracies in and maintain the reliability of financial documents by setting up internal control systems and embracing proper policies for financial reporting
Assist both the CFO and the Controller in the establishment of a scalable firm-wide accounting function
Maintain positive relationships with regulators (including FINRA, SEC) and auditors (E&Y) by analyzing, researching and responding to inquiries in a timely and accurate manner
Liaison with accounting software, system vendors, and consultants as required and make recommendations as to ways we can automate and enhance our accounting operations through the implementation of new systems

Wealthfront is seeking an Accounting and Payroll Specialist to join the finance and accounting team in building a scalable infrastructure to support a dynamic and high-growth business. The Accountant will be responsible for managing accounts payable, payroll processing, and assisting with the monthly close. You will report to the Controller, working closely as a partner to the entire Finance and Accounting team and will be encouraged to identify and execute opportunities to drive scale in the financial operations. You will combine a commitment to the company mission with a passion to lead a solutions-oriented team that partners on critical operating decisions throughout the organization.

Responsibilities

Accounting duties such as accounts receivable, payable, print checks, bank and credit card reconciliations
Process semi-monthly payroll and any off-cycle payrolls
Prepare annual 1099’s
Work with accounting staff to facilitate the end-to-end, timely and accurate financial reporting process
Help with the month, quarter and year-end close activities at each subsidiary and on a consolidated basis
Prepare and review journal entries, account reconciliations
Improve processes to drive efficiency and effectiveness over corporate accounting and GL activities
Lead continuous process improvement projects, provide meaningful proposals and drive implementation
Prevent inaccuracies in and maintain the reliability of financial documents by setting up internal control systems and embracing proper policies for financial reporting
Assist both the CFO and the Controller in the establishment of a scalable firm-wide accounting function
Maintain positive relationships with regulators (including FINRA, SEC) and auditors (E&Y) by analyzing, researching and responding to inquiries in a timely and accurate manner
Liaison with accounting software, system vendors, and consultants as required and make recommendations as to ways we can automate and enhance our accounting operations through the implementation of new systems

Requirements

1-4 years of accounting and payroll experience
Payroll processing and reconciliation experience. ADP/Namely proficiency is a huge plus
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 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
Proficiency in MS Office/G Suite and accounting packages, specifically experience in NetSuite
Knowledge of GAAP, including preparation of audited GAAP financial statements
BA/BS required

Estimated annual salary range: $68,000 - $92,000 USD plus Equity.

Plus benefits including medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

Everyone across the financial spectrum deserves to live secure and rewarding lives. In order to successfully serve clients across the United States, the Wealthfront team is focused on hiring team members with a diverse range of backgrounds, experiences and perspectives. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About Wealthfront

Wealthfront started with the ambition to transform the investment advisory business, with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions. We built the first automated investment product that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee; we then expanded into banking which made it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $27 billion of our client’s hard earned savings, created the robo-advisor category and transformed the broader industry. And yet, we have a long way to go to achieve our mission to build a financial system that favors people, not institutions.

Wealthfront’s vision is to make it delightfully easy to build long-term wealth on your own terms. This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks. While this is a great way to start, it is inconsistent with building long-term wealth. We want to empower young investors to expand their horizon, and easily explore and execute on a wider range of investing strategies, make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially, that’s transformational to their lives and their long-term future.

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201-500 employees

Website

Automated investment service form

Company Overview

Wealthfront's mission is to build a financial system that favors people, not institutions. They want to help democratize access to sophisticated financial advice

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