Senior Manager of Technical Accounting & SEC Reporting, Wealthfront
$148-171k
+ Equity + Discretionary bonus.
Automated investment management
Be an early applicant
Automated investment management
201-500 employees
Be an early applicant
$148-171k
+ Equity + Discretionary bonus.
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- We are seeking an experienced, driven, and detail-oriented accounting professional to join our growing Accounting team as the Senior Manager of Technical Accounting & SEC Reporting, reporting to Senior Director of Accounting
- The ideal candidate is intellectually curious, highly collaborative, and thrives in a fast-paced environment
- Bachelor’s or Master’s degree in Accounting or Finance
- CPA license required
- 7+ years of progressive accounting experience including Big 4 public accounting (preferably national office, SEC services, or technical accounting groups) and/or public company experience
- Strong knowledge of the U.S. GAAP and SEC regulations
- Experience writing technical accounting memos and implementing new accounting standards
- Demonstrated ownership of SEC reporting processes with strong project management skills
- Familiarity with SOX compliance and internal controls
- High attention to detail and analytical rigor with the ability to simplify complex accounting concepts
- Strong communication skills—written and verbal—with the ability to interact effectively at all levels of the organization
- Proficiency in Google Sheets or Excel; experience with financial systems such as Workiva, NetSuite, or similar platforms preferred
- Exposure to fintech, financial services, lending, or regulated industries, such as broker-dealer or mortgages, is a plus
What the job involves
- This dual-role position is responsible for technical accounting research and policy development, while also overseeing the build out of the Company’s SEC Reporting function which will include oversight and the preparation of the Company’s SEC filings, including Forms 10-K, 10-Q, and 8-K
- This role will work cross-functionally with Legal, FP&A, Product, and external auditors to ensure technical accuracy, compliance, and operational excellence
- Serve as an internal subject matter expert on complex U.S. GAAP topics, including but not limited to: revenue recognition, stock-based compensation, fair value measurement (ASC 820), CECL (ASC 326), loan accounting (ASC 310), consolidation (ASC 810), debt/equity instruments (ASC 470/480), and business combinations (ASC 805)
- Lead technical accounting research, including drafting accounting memos and whitepapers for significant or non-recurring transactions, new products or lines of business and to account for updates to accounting standards / guidance
- Evaluate the impact of new accounting pronouncements and implement accounting policy updates accordingly
- Review contracts and proposed transactions for accounting implications in real time, partnering with Legal and business stakeholders
- Support audit and internal controls, including maintaining documentation for SOX compliance
- Provide training to the accounting team and broader organization on technical accounting topics and policy changes
- Promote continuous learning and best practices in technical accounting
- Lead or assist in the preparation and review of all quarterly and annual SEC filings (10-K, 10-Q, 8-K, proxy statements), including the consolidated financial statements, MD&A, footnote disclosures, and GAAP checklists
- Assist in coordinating the review and approval of quarterly and annual SEC filings by relevant parties, including, relevant committees, external auditors, and internal and external legal counsel
- Support external and internal reporting processes including earnings releases, Board/Audit Committee presentations, and management reports
- Build the SEC Reporting calendar to ensure the all teams across the Company and external partners are aligned with respect to committed deliverables and adherence to deadlines
- Ensure the accuracy, completeness, and timeliness of financial information reported in SEC filings
- Coordinate cross-functionally to gather necessary inputs for disclosures (e.g., from Legal, FP&A)
- Oversee or assist with XBRL tagging of financial statements
- Monitor changes in SEC regulations and ensure compliance with evolving disclosure requirements
- Lead benchmarking and peer disclosure analysis to support best-in-class reporting
- Partner with external auditors during quarterly reviews and annual audits
Our take
Wealthfront's platform takes the hassle and stress out of investing, financial planning, borrowing, and saving with automated services and financial advice. Its robo-advisor allows customers to set a financial limit on their accounts, anything above the limit is moved into an investment account or another account chosen by the customer.
Indeed, it has some similarities to round-up apps like Acorn, which round up purchases and put the spare change into savings. There are other companies working on robo-advisors too, such as Morgan Stanley and Betterment.
Nonetheless, with an impressive and steadily increasing list of clients, with more than $50B of assets under its management, Wealthfront achieved Unicorn status in September 2022. Wealthfront is diversifying its offerings, branching into high-interest checking accounts and investment advice.
Steph
Company Specialist at Welcome to the Jungle
Insights
-4% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jan 2018
$75m
SERIES E
Oct 2014
$64m
SERIES D
Total funding: $204.5m
Company benefits
- 401(k)
- Medical/Vision/Dental insurance
- HSA contributions for high deductible plans
- Discretionary time off policy
- 16 weeks of paid parental leave (both parents)
- Flexible working hours
- Monthly wellness reimbursement
Company HQ
University South, Palo Alto, CA
Leadership
Dan Carroll
(CSO)They studied Finance and Entrepreneurship at the University of Arizona before using this expertise to co-found Wealthfront in December 2008.
Andy Rachleff
(Executive Chairman)Prior to Wealthfront, they co-founded and was General Partner of Benchmark Capital, where they were responsible for investing in a number of successful companies including Equinix, Juniper Networks, and Opsware.
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