At Advisor360, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you dont meet every single requirement, please consider applying if you like what you see. Though many of our roles are assigned to a particular office location, most are a hybrid of remote and in-person work.
We are seeking a creative and driven Senior Accountant to support our Finance team growth, strategy, and innovation. In this role you will collaborate with cross-functional business partners, driving change, establishing scalable processes, and ensuring accountability as we grow the organization. Our small dynamic team will offer the ability to develop relationships with the C-Suite of a pre-IPO SaaS company who values input, encourages critical thinking, and empowers your ability to drive change on policy and procedures. Be part of a fast-paced growth phase company leveraging a strong tech stack of NetSuite, Ramp and Numeric, where each day will bring new challenges and opportunities while emphasizing a work hard and have fun while doing so philosophy. If you're looking to drive change, improve processes and build something unique, this is the role for you.
Key responsibilities
- Acts as a complex process owner, conducting thorough independent reviews.
- Owner of full cycle revenue including deferred revenue and capitalization of costs to fulfill.
- Managing monthly payroll accounting
- Key contributor to month-end close journal entries, account reconciliation, and variance flux analysis
- Documentation of policy and procedures, and accounting memos.
- Assist in annual audit support.
- Deliver ad-hoc reporting and models.
- Assist operation and analytics, supporting ad-hoc critical projects
Requirements, skills, and knowledge
- Bachelors degree in accounting or related field
- 3+ years of experience in Public Accounting or in a high growth technology company (CPA Preferred)
- Strong understanding of core accounting principles, specifically ASC 606
- Experience owning financial systems and comfortable learning new technology.
- Demonstrates self-drive and a proactive attitude towards acquiring new skills and tackling unfamiliar tasks.
- Exhibits strong communication skills when collaborating with internal and external stakeholders.
- Displays adept project management abilities, ensuring timely delivery, maintaining transparent communication, and taking full responsibility for project completion while working autonomously.
- Proficient in utilizing applicable accounting software.
- Confidently challenges existing processes and offers suggestions for improvement or alternative approaches.
- Exhibits strong memo writing skills to articulate the department's stance on accounting principles and other related topics.
- Proficient in Excel, Word, and PowerPoint, enabling support for various projects, models, and analyses.
- Must be local to our Weston office headquarters and be available to work onsite
About Advisor360
Come grow with us! Join a team of inventive, driven professionals!
Launched in 2019, Advisor360 combines a start-up's agile and innovative markers with the stability of an established enterprise. Ranked the largest FinTech company in Massachusetts by the Boston Business Journal, Advisor360 was born out of 20 years of feedback from the industrys highest-producing financial advisors and has gone on to build a software that is second to none.
Our company specializes in building, delivering, and integrating technology for wealth managers. Our comprehensive platform offers a unified approach to managing wealth, delivering a connected experience to advisors and their clients.
Benefits include a competitive bonus plan, unlimited paid time off, paid sick time, volunteer time off, free access to vacation homes, a generous 401(k) employer match, stock appreciation rights, referral bonuses, 80% of either HMO or PPO premiums for individuals and family employer covered, 50% of dental insurance paid for, employer life and AD&D at 2X salary, short- and long-term disability coverage, a health savings account, flexible spending accounts, and paid bonding time for new parents.
Advisor360 also provides worthwhile perks, including a hybrid structure with most employees working from the office 2 to 3 times per week, tuition reimbursement, professional development opportunities, employee assistance programs, and more!
Join us on this journey. Advisor360 is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.
Are you ready to build and discover together?