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Full-Time

Senior Accountant

Posted on 5/21/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech
Financial Services

Compensation Overview

$75k - $115kAnnually

+ Bonus

Senior

Denver, CO, USA

Full-time position based in Denver, Colorado.

Category
Financial Accounting
Accounting
Requirements
  • Bachelor’s degree in Accounting or Finance required
  • CPA preferred
  • 3+ years of accounting experience required
  • Knowledge of U.S. GAAP and SOX
  • Strong Microsoft Office skills
  • Excellent communication and interpersonal skills
Responsibilities
  • Prepare financial reports
  • Perform research and analysis
  • Maintain the general ledger
  • Execute month-end close process
  • Identify issues for improvement
  • Assist with audit preparations
  • Resolve accounting issues
  • Coordinate with internal departments
  • Assist in ad hoc projects

Yodlee provides data aggregation and analytics services to financial institutions, fintech companies, and retail clients. The company collects and organizes financial data from various sources, which is then used to deliver insights for wealth management, financial wellness, and personalized financial advice. Yodlee's clients include banks, credit unions, investment firms, and fintech startups that need accurate financial data to enhance their offerings. Unlike many competitors, Yodlee operates on a subscription and licensing model, allowing clients to access its platforms for a fee. They also offer specialized products like transaction data enrichment and virtual financial assistants, which add value and customization for users. The goal of Yodlee is to help clients turn raw financial data into actionable insights, improving financial planning and customer experiences.

Company Stage

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Yodlee's partnerships with companies like HeirWealth and Effi demonstrate its ability to integrate and enhance various financial services, driving innovation and customer engagement.
  • The company's role in open banking initiatives positions it as a leader in the evolving financial data landscape, offering significant growth opportunities.
  • Yodlee's subscription and licensing model provides a stable revenue stream, supporting continuous development and client support.

What critics are saying

  • The competitive FinTech landscape, with major players like Plaid and MX, could pressure Yodlee to continuously innovate to maintain its market position.
  • Dependence on financial institutions' willingness to adopt open banking and data aggregation technologies may impact Yodlee's growth.

What makes Yodlee unique

  • Yodlee's extensive data aggregation capabilities, covering 20,000 financial institutions globally, provide a comprehensive and unparalleled data set for financial institutions and fintech companies.
  • The company's focus on specialized products like transaction data enrichment and virtual financial assistants offers added value and customization options that set it apart from competitors.
  • Yodlee's integration with open banking platforms and compliance with global data standards ensures secure and streamlined data sharing, enhancing trust and reliability.

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Benefits

Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement

INACTIVE