Junior Accountant, Vise
$75-90k
Plus equity
3 days a week in office (SoHo, NYC)
AI-driven asset management platform
Be an early applicant
AI-driven asset management platform
101-200 employees
Be an early applicant
$75-90k
Plus equity
3 days a week in office (SoHo, NYC)
101-200 employees
Company mission
To close the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals.
Role
Who you are
- Vise is looking for a highly motivated and detail-oriented Junior Accountant to join our growing Finance team
- This is an exciting opportunity for someone with 1–3 years of accounting experience who is looking to build their career in a fast-paced, high-growth environment
- A collaborative attitude and desire to grow within a fast-moving team
- Bachelor’s or Master’s Degree in Accounting or related field
- 1–3 years of direct experience in public or private accounting, previous start-up and/or fintech experience preferred
- High level of proficiency in Excel; experience with accounting software (e.g., QuickBooks, NetSuite, or similar)
- Experience with tax provision and management, SAAS products, and/or systems implementation are preferred but not required
- Strong organizational skills and attention to detail
- Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness
- Excellent time management skills: balances multiple projects and tight deadlines in a fast-paced environment, effectively prioritizes tasks, and stays focused and productive under pressure
- Strong communicator: writes and speaks clearly and professionally, and actively shares information in a timely manner with relevant audiences
- Eager to learn and solve problems: independently solves problems, displays a positive attitude, and seeks opportunities to learn and grow
- Team player: collaborates effectively
What the job involves
- In this role, you’ll support day-to-day accounting operations and play a critical part in maintaining accurate financial records, reconciling accounts, ensuring timely month-end close processes, and supporting the accounting and financial operations functions
- Assist with general ledger activities, including journal entries, account reconciliations, and accruals
- Support the monthly and annual close process to ensure timely and accurate financial reporting
- Help manage accounts payable, credit card, and employee reimbursement programs
- Own and improve upon substantial portions of the quarterly billing and collections process, including QA testing & collaboration with engineering to build new billing functionality
- Work closely with other departments to gather data for financial analysis and reporting
- Support the Finance team with audits, tax returns, regulatory filings, and special projects
- Contribute to process improvement initiatives to streamline workflows and enhance reporting accuracy and efficiency
Our take
Registered Independent Advisors (RIAs) face hot competition in a sector where 60% of global assets are managed by institutional investors. Part of the latter's edge, however, comes from market leading analyst teams and tools – and Vise has developed an AI-driven automated platform to fill this shortfall for RIAs.
The platform uses AI to automate the building and management of client portfolios, so RIAs can focus on cultivating client relationships. It has been proven a popular prospect – Vise secured a valuation exceeding $1 billion at the close of its 2021 Series C funding round, and its managed assets have quadrupled in recent years.
Vise also leverages an interesting niche that could shore it up against the industry-disruption of robo-advisors like SoFi and Wealthfront. Whilst robo-advisors are good for smaller asset classes, they lack the sophistication to manage and grow complex asset portfolios. They also lack the human touch which remains extremely important to the vast majority of investors even in a tech-led investment landscape. Vise's product is therefore an astute middle-of-the-road compromise.
Freddie
Company Specialist at Welcome to the Jungle
Insights
14% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
May 2021
$65m
SERIES C
Dec 2020
$45m
SERIES B
Total funding: $126.5m
Company benefits
- Comprehensive health plans
- 401(k) savings plan
- Flexible PTO
- Paid parental leave
- Lifestyle and wellbeing benefits
- Flexible remote work policy
Company HQ
SoHo, New York, NY
Leadership
Samir Vasavada
(CEO & Co-Founder)CEO and co-founder at Vise since 2016. Sits on board of several SaaS companies. Featured in Forbes 30 Under 30 list.
Runik Mehrotra
(Chief Investment Officer & Co-Founder)They are an active AI and quantitative finance researcher, previously doing research at MIT.
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