What are the responsibilities and job description for the Senior Staff Accountant position at Wealthfront?
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.
Responsibilities:- 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.
- 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.
Estimated annual salary: $120,000 - $141,700 plus equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50 handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $85 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!
For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
Salary : $120,000 - $141,700