- Full Time
- Company: Wealthfront
- United States (Remote)
Wealthfront
Responsibilities
- Process semi-monthly payroll and any off-cycle payrolls
- Accounting duties such as bank and credit card reconciliations
- Work with the accounting team 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
- Maintain positive relationships with internal stakeholders, vendors, regulators (including FINRA, SEC) and auditors (EY) 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
- BA/BS in accounting or other related field
- 4-6 years of accounting and payroll experience
- Multi-state payroll for 250+ employees, NY/CA/WA/PA preferred
- Processing payroll amendments, handling payroll tax notice
- Canadian payroll
- Non-qualified Stock Options Equity payroll experience preferred
- Payroll processing and reconciliation experience. ADP/Namely proficiency is a huge plus
- Proficiency in MS Office/G Suite and accounting packages, specifically experience in NetSuite.
- Knowledge of GAAP, including preparation of audited GAAP financial statements
- 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
Estimated annual salary range: $99,000-109,000 USD plus Bonus and Equity.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
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 one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee. We then expanded. We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account, which makes 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 $70 billion of our client’s hard earned money, pioneering the robo-advisor category and transforming 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 in a way that’s transformational to their lives and their long-term future.
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