Senior Staff Accountant, Wealthfront
$120-141.7k
Plus equity and a discretionary bonus
Automated investment management
Open for applications
Automated investment management
201-500 employees
Open for applications
$120-141.7k
Plus equity and a discretionary bonus
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- 5-7 years of relevant experience
- BA/BS required in Finance or Accounting; CPA preferred
- Proficiency in Microsoft Suite, Google Suite, NetSuite, Bill.com, Expensify, Workiva is a plus
- In-depth knowledge of GAAP
- Experience with multiple subsidiaries, intercompany allocations/eliminations
- Unquestionable ethics
- Shown ability to communicate effectively at all levels of an organization
- 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
- Customer-centric business philosophy and team-oriented mindset
What the job involves
- Wealthfront is seeking a Senior Staff Accountant to join the finance and accounting team in building scalable infrastructure to support a dynamic and high-growth business
- You will report to the Sr. Director of Accounting, working closely as a partner to the corporate accounting and finance team and will be charged with identifying and executing opportunities to drive scale in the financial operations
- You will combine a commitment to the company mission with a passion to lead a solutions-oriented team that partners on critical operating decisions throughout the organization
- Work with accounting staff to facilitate monthly, quarterly, and annual close processes, ensuring timely and accurate financial reporting at both the subsidiary and consolidated levels
- Oversee the accounts payable function by reviewing vendor invoicing, monitoring payment cycles, and ensuring accurate expense recognition and strong control practices
- Prepare and review complex journal entries, perform bank and balance sheet reconciliations, and manage intercompany transactions and allocations
- Maintain and reconcile fixed assets, intangible assets, and prepaid expense schedules, ensuring accuracy of related general ledger accounts
- Drive continuous improvement initiatives to enhance the efficiency, automation, and control environment of corporate accounting and general ledger processes
- Support external audits by coordinating PBC requests, providing thorough analysis, and managing communications to ensure a smooth and timely audit process
- Prevent inaccuracies in and maintain reliability of financial documents by setting up internal control systems and embracing proper policies for financial reporting
- Collaborate with system vendors and cross-functional teams to optimize accounting systems, evaluate new tools, and support automation and scalability in advance of public-company requirements
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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