Accounts Payable Specialist, Wealthfront
$79-92k
Plus Bonus and Equity
Automated investment management
Be an early applicant
Automated investment management
201-500 employees
Be an early applicant
$79-92k
Plus Bonus and Equity
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- 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
What the job involves
- 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
- 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
Our take
Wealthfront's platform takes the hassle and stress out of investing, financial planning, borrowing, and saving with automated services and financial advice. Its robo-advisor allows customers to set a financial limit on their accounts, anything above the limit is moved into an investment account or another account chosen by the customer.
Indeed, it has some similarities to round-up apps like Acorn, which round up purchases and put the spare change into savings. There are other companies working on robo-advisors too, such as Morgan Stanley and Betterment.
Nonetheless, with an impressive and steadily increasing list of clients, with more than $50B of assets under its management, Wealthfront achieved Unicorn status in September 2022. Wealthfront is diversifying its offerings, branching into high-interest checking accounts and investment advice.
Steph
Company Specialist
Insights
Some candidates hear
back within 2 weeks
-4% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jan 2018
$75m
SERIES E
Oct 2014
$64m
SERIES D
Total funding: $204.5m
Company benefits
- 401(k)
- Medical/Vision/Dental insurance
- HSA contributions for high deductible plans
- Discretionary time off policy
- 16 weeks of paid parental leave (both parents)
- Flexible working hours
- Monthly wellness reimbursement
Company values
- Client-centricity: Wealthfront puts its clients first, providing personalized financial advice and investment management services to help them achieve their financial goals
- Transparency: Wealthfront values transparency in all aspects of its business, from its investment strategies to its fees and pricing
- Innovation: Wealthfront is committed to innovation, using cutting-edge technology to provide its clients with the best possible financial services and products
- Continuous learning: Wealthfront encourages its employees to continuously learn and grow, providing opportunities for professional development and advancement
Company HQ
University South, Palo Alto, CA
Articles
Leadership
Dan Carroll
(CSO)They studied Finance and Entrepreneurship at the University of Arizona before using this expertise to co-found Wealthfront in December 2008.
Andy Rachleff
(Executive Chairman)Prior to Wealthfront, they co-founded and was General Partner of Benchmark Capital, where they were responsible for investing in a number of successful companies including Equinix, Juniper Networks, and Opsware.
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