Senior Accountant, Betterment
$110-130k
Plus Equity
3 days a week in office
Automated investing & financial planning
Open for applications
Automated investing & financial planning
501-1000 employees
Open for applications
$110-130k
Plus Equity
3 days a week in office
501-1000 employees
Company mission
To empower people to build wealth with confidence and ease.
Role
Who you are
- We are looking for someone who is enthusiastic about deeply engaging with the day-to-day operations of our organization to ensure financial accuracy and strategic alignment
- You are a proactive team player who thrives in cross-functional environments, ready to take initiative and solve complex problems
- You are passionate about financial transparency and excel at building partnerships with key stakeholders across the company
- You’re excited to flex your skills at a dynamic growth stage company where no two days are the same
- Bachelor’s degree in Accounting, Finance, or a related field. CPA or CMA certification preferred
- 3-5 years of experience in accounting or finance, with a strong background in both private and public industry sectors, including audit, financial reporting, and variance analysis
- Strong understanding of financial statements and US GAAP
- Demonstrated expertise in financial reporting, with a high level of accuracy and keen attention to detail in variance analysis and financial data interpretation
- Excellent verbal and written communication skills, with the ability to convey complex financial information to non-financial stakeholders
- Willingness to take on new challenges, responsibilities, and assignments
- Desire to work within a diverse, collaborative, and driven professional environment
- Proficiency in Excel
- Experience with Netsuite preferred
What the job involves
- Betterment’s Controller team plays a critical role in safeguarding the financial health of our business through detailed analysis, accurate financial reporting, and strategic financial guidance
- In this role, you will join our tight-knit finance team and work directly with accounting leadership
- Assist in the month-end close process, ensuring timely and accurate recording of journal entries, meticulous account reconciliation, and insightful variance analysis to inform strategic decision-making
- Oversee and optimize the management of fixed assets, prepaid assets, and revenue to ensure compliance, efficiency, and accurate financial reporting
- Continuously seek and implement innovative process improvements within the accounting function to drive operational efficiency, ensure compliance, and enhance overall financial integrity
- Assist in the development and implementation of scalable, robust accounting processes that ensure timely and accurate financial reporting, enabling the business to scale effectively
- Play a key role in our annual external audit process by preparing necessary documentation, responding to auditor inquiries, and implementing audit recommendations
- Perform additional ad-hoc requests which arise throughout the year
Application process
- We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues
- In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators
- Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions
- On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency
- As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process
- We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Our take
Betterment is an app-based investment platform that provides personal finance data and guidance to retail users through a range of real-world data and AI analytics to deliver investment advice to customers.
The company has become the largest independent digital investment advisor in the U.S. Having expanded its 401k business, Betterment has entered the world of Crypto, partnering with Gemini to offer customized crypto portfolios and its "Crypto Investing by Betterment" platform.
Betterment has a wealth of competition in this increasingly crowded space. Other robo advisors offering similar services include Moneyfarm, Wealth Simple, M1 Finance and Personal Capital. Going forward, Betterment hopes to further distance itself from rivals as it further innovates its platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-6% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Sep 2021
$60m
SERIES F
Jul 2017
$70m
SERIES E
Total funding: $335m
Company benefits
- Compensation & Ownership: Competitive, benchmarked salary. Equity for everyone, including new hire, performance, and refresher grants.
- Retirement: 401(k) match from day one, including Student loan matching. Zero management fees.
- Health & Wellbeing: Comprehensive medical, dental, and vision coverage. One Medical membership. Fertility and LGBTQIA+ transition support.
- Time Away: Flexible time off. Paid parental leave for all parents. Four-week sabbatical in year six.
- In-Office Culture & Flexibility: An in-person, collaborative culture, with no required office days during the summer and winter holidays.
- Growth & Development: Free Coaching for everyone and continuous development.
- Community & Care: Chef lunches, guest speakers, company gatherings, heritage celebrations, and seven Employee Resource Groups.
- Employee Support: Dedicated benefits advocate and EAP access.
Company HQ
Chelsea, New York, NY
Leadership
Sarah Kirshbaum Levy
(CEO)Prior to joining Betterment in 2020, Sarah served as the COO for Viacom Media Networks.
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