Accounting Manager

Savvy Advisors, Inc.

$90K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of progressive accounting experience, with Big 4 exposure and in-house at a venture-backed firm.
  • Bachelor's degree in Accounting or related field with an active CPA license.
  • Proficient in ERP systems and finance tools like Netsuite, Stripe, and Salesforce.
  • Strong Excel/Google Sheets skills and familiarity with data tools.
  • High adaptability to changing business priorities.
  • Excellent communication skills for conveying complex accounting concepts.

Responsibilities

  • Lead month-end, quarter-end, and year-end close processes for accurate financial reporting.
  • Oversee daily accounting operations including Accounts Payable, Accounts Receivable, and expense management.
  • Utilize AI tools to enhance accounting workflows and minimize manual tasks.
  • Administer and optimize the financial tech stack during system transitions.
  • Act as primary liaison for auditors, preparing documentation for the first audit.
  • Collaborate with FP&A, People, and Legal teams to maintain data integrity and assist with budgeting.
  • Conduct tax research and ensure compliance for processes like 1099s.

Benefits

  • Competitive salary and equity package
  • Unlimited PTO with paid company holidays
  • Access to comprehensive medical, dental, and vision plans
  • 401(k), Commuter, and HSA/FSA plans
  • Located in Manhattan with office lunch and snacks provided
  • Access to virtual mental health services and health concierge support
  • Counseling for various personal and professional issues through EAP services.
Full Job Description
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. This individual will own the month-end close, manage core operational accounting functions, drive system implementations and help prepare for the first financial audit.

The Accounting Manager will discover and use AI tools (e.g. 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.

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.

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:
  • 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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