finance
Posted Apr 14Accounting Manager
at Savvy
Remote
Responsibilities
- - Oversee critical daily accounting operations, including Accounts Payable, Accounts Receivable and expense management.
- - Collaborate closely with FP&A, People and Legal teams to ensure data integrity and support department-level budgeting and forecasting.
- - Lead the month-end, quarter-end and year-end close processes, ensuring accuracy and timely delivery of financial statements in accordance with US GAAP.
Requirements
- Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
- Come help us scale! The Role: The Accounting Manager will be the driving force behind our day-to-day accounting operations while building the financial infrastructure required to scale.
- The Accounting Manager will discover and use AI tools (e.g.
- - Leverage AI tools to execute core accounting workflows and reduce manual work.
- - Assist in the administration and optimization of the financial tech stack (e.g., transitioning from Quickbooks to AI-native ERP, managing tools like Numeric, Brex and Navan).
- Must Have: - 5+ years of progressive accounting experience, ideally with a mix of Big 4 public accounting and in-house at a venture-backed company. - Bachelor’s degree in Accounting or a related field with an active CPA license. -
- Experience with ERP systems (e.g.
- Netsuite, Campfire, Rillet, Quickbooks) and modern finance tools (e.g.
- Stripe, Rippling, Brex, Salesforce). - Strong knowledge of data tools and advanced skills in Excel/Google Sheets. - High degree of flexibility and the ability to pivot quickly as business priorities change. - Excellent written and verbal communication skills, with the ability to explain complex accounting concepts to non-finance stakeholders. Nice to Have: -
- Experience in wealth management, fintech or custodial billing environments. -
- Experience supporting audit processes or designing financial controls. -
- Experience working with engineering and product to provide accounting requirements
Benefits
- We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth.
- BENEFITS: - Competitive salary and equity package - Unlimited PTO + paid company holidays - Access to holistic medical, dental, and vision plans - Company 401(k), Commuter, and HSA/FSA plans - NYC office in the heart of Manhattan - Lunch and snacks provided in the office - Access to virtual mental health care (Spring Health), vision related
- benefits (XP Health), and health concierge (Rightway) to help you find the right care - Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Additional details
- ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel.
- experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
- We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
- Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
- Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
- This individual will own the month-end close, manage core operational accounting functions, drive system implementations and help prepare for the first financial audit.
- Claude Cowork, Gemini, Granola, etc.) to automate workstreams.
- If you love building processes from scratch and thrive in a dynamic environment, this is the role for you.
- - Serve as a key liaison for external auditors, preparing work papers, schedules and technical accounting memos to prepare for the first financial audit.