Crafts personalized financial plans and wealth strategies for members via asynchronous platform, collaborating with team and product/engineering on proprietary tools. Requires 6+ years client-facing experience, financial certifications like CFP/CPA/CFA, and tax/investment expertise.
Salary not listed
On-site6+ YOEFinance & Accounting
About the role
Responsibilities
Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning
Requirements
Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred
Senior Manager of Accounting leading global month-end and quarter-end close, GL operations, SOX controls, and key areas including treasury, intercompany, software capitalization, and leases in a scaling SaaS/tech company. Requires 8+ years accounting experience with management background, U.S. GAAP and SOX expertise, and ERP/close tool proficiency.
129k – 177k/yr
Remote8+ YOEFinance & Accounting
Senior AR & Billing Analyst
IdmeMountain View, CA +1
Senior individual contributor owning AR collections, cash application, CECL reserve analysis, affiliate revenue reconciliation, and billing operations in a high-growth SaaS environment. Requires 4-6+ years finance experience, process improvement and automation leadership (including AI/LLM tools), and strong accounting judgment.
105k – 155k/yr
On-site5+ YOEFinance & Accounting
Senior Financial Analyst
IdmeMountain View, CA
Senior Financial Analyst responsible for owning consolidated financial models, supporting FP&A processes, business partnering with GTM and R&D teams, and preparing executive/investor reporting. Requires 2+ years in IB/consulting/corporate finance, strong 3-statement modeling, Excel expertise, and interest in applying AI to finance workflows.
Salary not listed
On-site2+ YOEFinance & Accounting
Corporate Controller
Beacon BiosignalsBoston, MA
Corporate Controller responsible for overseeing accounting, payroll, revenue recognition, internal controls, and financial reporting at a growth-stage biotech company. Requires CPA, 7+ years finance experience (3+ in public accounting), and strong Excel/QuickBooks skills.
Salary not listed
Hybrid7+ YOEFinance & Accounting
Senior Accountant
ClutchUnited States
Own month-end close end-to-end for a fast-growing fintech SaaS, driving reconciliations, technical accounting (ASC 606), controls, audits, and process improvements in a remote, venture-backed environment. Requires 3+ years accounting experience with full-cycle close leadership, CPA preferred, and strong U.S. GAAP expertise.