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Accounts Payable Specialist

Wealthfront

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Job Details

Location: Posted: Aug 22, 2024

Job Description

Wealthfront is seeking an Accounts Payable Specialist to join the finance and accounting team to track, process, and reconcile expenses to support a dynamic and high-growth business. The Accountant will be responsible for managing accounts payable and assisting with the monthly close. You will report to the Accounting Manager, working closely as a partner to the entire Finance and Accounting team, and will be encouraged to identify and execute opportunities to drive scale in the financial operations.

Responsibilities

    • Review, code, and process invoices, ensuring accuracy and adherence to company policies and procedures
    • Maintain positive relationships with internal stakeholders and vendors, addressing any inquiries or discrepancies
    • Assist in month-end close procedures, including but not limited to preparing Accounts Payable workbook, managing the Vendor List, performing reconciliations, investigating and resolving any discrepancies
    • Review and process employee expense reports, ensuring compliance with company policies and proper documentation requirements
    • Providing guidance and assistance to colleagues throughout the firm on our policies and procedures for submitting firm expenses
    • Prepare annual 1099s
    • Help with the monthly, quarterly and year-end close activities at both subsidiary and consolidated basis
    • Prevent inaccuracies and maintain the reliability of financial documents, compliant with internal company policies, accounting principles, and regulatory requirements
    • Assist the accounting team in the establishment of a scalable firm-wide accounting function
    • Liaison with accounting software, system vendors, and consultants as required and make recommendations as to ways we can automate or enhance our accounting operations through the implementation of new processes

Requirements

    • 1-4 years of accounting experience
    • Proficient in NetSuite, Bill.com , and MS Office/G Suite
    • Knowledge of US GAAP
    • Proven experience with processing vendor invoices and employee expense reports
    • Customer-centric business philosophy and team-oriented mindset
    • Unquestionable ethics
    • 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 proactively propose solution 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
    • BA/BS required
Estimated annual salary range: $79,000-92,000 USD plus Bonus and Equity. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Wealthfront started with the ambition to transform the investment advisory business, with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions. We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee. We then expanded. We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account, which makes it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $70 billion of our client’s hard earned money, pioneering the robo-advisor category and transforming the broader industry. And yet, we have a long way to go to achieve our mission to build a financial system that favors people, not institutions. Wealthfront’s vision is to make it delightfully easy to build long-term wealth on your own terms. This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks. While this is a great way to start, it is inconsistent with building long-term wealth. We want to empower young investors to expand their horizon, and easily explore and execute on a wider range of investing strategies, make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way that’s transformational to their lives and their long-term future. 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 . Apply for this job

About Wealthfront

The only automated financial advisor offering financial planning, investment management and banking-related services all on a mobile app.

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