DriveWealth, the pioneer of fractional equities trading and embedded investing, is a visionary technology company that empowers more than 100 partners around the world to engage their customers by placing the markets in the palm of their hand. We believe the future is fractional, transactional and mobile. Every mobile device should be a gateway to accessing investing and savings products, services, advice, and assistance for global citizens of all ages, wealth stages, and levels of financial expertise. DriveWealth’s unparalleled consultative support and cloud-based, industrial strength technology platform allow partners to seamlessly offer branded investing experiences to drive customer acquisition, loyalty, retention, and revenue growth. DriveWealth’s commitment to continuous evolution and innovation makes it the partner of choice for powering the future of investing.
Completing a Series D raise in 2021, DriveWealth’s mission is to democratize investing globally by working with partners to invent new ways to use its API-based technology to provide emerging investors with cutting-edge embedded experiences, offer first-time access to U.S. markets, and the ability to begin investing with as little as $1. DriveWealth is committed to empowering consumers around the world to become owners by delivering the most modern brokerage infrastructure, unparalleled industry expertise, and a culture of continued evolution.
About the Role
As the Controller, of Accounting and Reporting you’ll own the core Accounting Procedures, Policies, and External Reporting for DriveWealth entities and report to the Principal Accounting Officer. You will work closely with the unit's Business, Operations, and Technology teams on key business projects. You will focus on the Finance team’s accounting infrastructure and partnering with key business units across the organization. You will ensure the unit is equipped to scale and provide expertise and guidance to support DriveWealth’s growth strategy.
What You'll Do
- Implement and manage the accounting policies, procedures, operations
- Drafting new accounting policies and procedures and reviewing existing policies periodically for any required updates
- Prepare financial statements per US GAAP and relevant regulatory requirements
- Help manage the external audit processes for annual financial statement audits
- Collaborate with leadership team and overall Finance department in AP, AR/Revenue, FinOps, Payroll, Tax, FP&A
- Oversee monthly/quarterly close-related activities, including journal entry, balance sheet, and P&L reviews, as well as execute the day-to-day bookkeeping, AP, and cash flow needs
- Create and review journal entries in the GL along with excellent supporting schedules during the month related to daily activities and month-end close
- Train accountants and senior accountants on various accounting concepts and best practices
What You’ll Need
- 8-10 years of progressive experience in Accounting Operations, Policy, and Financial Statements with FinTechs or large broker-dealers
- Public accounting experience is a plus
- CPA certification required
- Experience with SEC/FINRA reporting, and preparing technical accounting memos
- Knowledge of capital market product offerings (Equities, Fixed Income, Options)
- BA/BS in Accounting, Finance, or Business Administration, or commensurate experience
- Strong accounting knowledge, with proven US GAAP and internal controls experience
- Experience in large ERP accounting software migration (Netsuite is a plus)
- Expert proficiency in Microsoft Excel
- Applicable work experience in a fast-paced environment and willingness to have a diverse set of tasks and responsibilities
- Series 27 is a plus
CompensationCompensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.
$200,000
—$225,000 USD
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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.
