Accounting Manager overseeing day-to-day accounting operations at Savvy Wealth. Leading month-end close and leveraging AI tools for efficiency in financial processes.
Responsibilities
Lead the month-end, quarter-end and year-end close processes, ensuring accuracy and timely delivery of financial statements in accordance with US GAAP.
Oversee critical daily accounting operations, including Accounts Payable, Accounts Receivable and expense management.
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).
Serve as a key liaison for external auditors, preparing work papers, schedules and technical accounting memos to prepare for the first financial audit.
Collaborate closely with FP&A, People and Legal teams to ensure data integrity and support department-level budgeting and forecasting.
Assist with tax research and compliance, including 1099s.
Requirements
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.
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)
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