Assistant Financial Controller, tastytrade

$120-145k

Plus performance bonus and stock options

Excel

Mid and Senior level

Chicago

Office located in Fulton Market, IL

Options trading, futures & stock trading brokerage

Job no longer available

Options trading, futures & stock trading brokerage

101-200 employees

FintechB2CTradingMobile

Job no longer available

$120-145k

Plus performance bonus and stock options

Excel

Mid and Senior level

Chicago

Office located in Fulton Market, IL

101-200 employees

FintechB2CTradingMobile

Company mission

To help traders succeed through sophisticated technology, favorable pricing and exceptional customer service.

Job

Company

Role

Who you are

Bachelor's degree in: Accounting, Finance, CPA license required
4-6 years of progressive experience in accounting and financial analysis
Big 4 or top 10 accounting firm experience highly preferred
Advanced Excel skills (vlookup/pivots/sumifs/financial modeling)
Strong knowledge of GAAP and financial reporting requirements
Excellent analytical and problem-solving abilities
Knowledge of equities/futures/options trading industry
Series 27 exam pass or readiness to sit for exam

What the job involves

As the Assistant Financial Controller, you will play a crucial role in overseeing both the accounting operations and financial planning & analysis functions
This position combines traditional accounting responsibilities with forward-looking financial analysis and strategic planning, reporting directly to the Controller with significant exposure to the CFO
Oversee month-end and year-end close processes, ensuring accuracy and timeliness of financial statements
Manage and review account reconciliations, journal entries, balance sheet accounts and tax requests/payments
Ensure compliance with GAAP standards and internal control procedures
Coordinate with external auditors during annual audits
Supervise accounting / shared services staff and review their work for accuracy and completeness
Collaborate with IT to enhance financial systems and automate manual processes
Participate in special projects and strategic initiatives as needed
Assist FP&A team with business partnering and forecasting

Our take

With the aim of "making investing fun”, Unicorn-verified tastytrade has amassed a following in the hundreds of thousands, delivering technology and support for "do-it-yourself" investors.

Founded in 2011, the company supplies not only a trading platform but trading education resources as well. It has launched dozens of podcasts and online video channels focusing on investment strategies and trading, as well as learning courses for those looking to get their start in the space.

Acquired by IG Group, a global player in trading, in 2021, tastytrade has since employed this added strength to scale up its business and expand into international markets. This increasing visibility - at a time when markets are especially unpredictable and its platform an invaluable asset - has enabled tastytrade to continue its upward momentum, reporting record demand in early 2025. This strong performance underscores the growing importance of its platform in an ever-evolving market.

Freddie

Company Specialist at Welcome to the Jungle

Insights

23% employee growth in 12 months

Glassdoor (4.9)

Trustpilot (4.3)

Company

Funding (last 2 of 3 rounds)

Jun 2018

$20m

SERIES C

Jun 2013

$7m

EARLY VC

Total funding: $47m

Company benefits

3 Medical Plans Choice
Dental & Vision Benefits
Generous Paid Time Off
Paid Holidays - All Market Holidays Off
401(k) with Company Match
Generous Parental Leave
Disability Leave & Disability Insurance
Commuter Benefits
Pet Insurance
Wellness & Mental Health Programs
Performance Bonuses
Subsidized Engineering Training Program
Stock Purchase Options
Gym Membership Reimbursement
Charitable Donation Matching
Healthcare FSA
Tuition Reimbursement Program
Two Paid Volunteer Days Off
Daily Catered Lunch
Fully-stocked Kitchen with Snacks and Drinks
Onsite Gym
Casual Dress
Monthly Dev Outings
Company Outings
Sustainable Work Day
CTA stop a block away, Shuttle to/from Metra
Shared rooftop with greenery overlooking the city
West Loop Location - Chicago's Tech Center

Company HQ

Fulton Market, Chicago, IL

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