Senior Staff Accountant, Wealthfront
Payroll Specialist
$99-109k
+ Bonus + Equity
Office located in Palo Alto, CA
Automated investment management
Open for applications
Automated investment management
201-500 employees
Open for applications
$99-109k
+ Bonus + Equity
Office located in Palo Alto, CA
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- 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
What the job involves
- 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 (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
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
Few candidates hear
back within 2 weeks
-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 values
- Client-centricity: Wealthfront puts its clients first, providing personalized financial advice and investment management services to help them achieve their financial goals
- Transparency: Wealthfront values transparency in all aspects of its business, from its investment strategies to its fees and pricing
- Innovation: Wealthfront is committed to innovation, using cutting-edge technology to provide its clients with the best possible financial services and products
- Continuous learning: Wealthfront encourages its employees to continuously learn and grow, providing opportunities for professional development and advancement
Company HQ
University South, Palo Alto, CA
Articles
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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 5 more jobs at Wealthfront