Betterment · 4 days ago
Accounting Manager
Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions. The Accounting Manager will be responsible for maintaining the accuracy and integrity of financial information, managing the close process, and supporting audits and compliance efforts.
FinanceFinancial ServicesFinTechImpact InvestingRetirement
Responsibilities
Help lead Betterment’s monthly, quarterly, and annual financial close processes by supporting accuracy, completeness, and timeliness of results
Assist in the preparation, review, and analysis of journal entries, account reconciliations, and fluctuation analyses across general ledger accounts in accordance with GAAP
Maintain the integrity of Betterment’s financial results by managing close deliverables, resolving issues proactively
Champion process excellence and controls, helping Betterment scale its financial operations while maintaining compliance and efficiency
Partner cross-functionally with Operations, Product, Marketing, Engineering, and Legal teams to ensure accounting alignment with new initiatives, revenue streams, and product launches
Research and interpret complex accounting matters and apply appropriate US GAAP guidance to new products, vendor agreements, and corporate transactions
Serve as a key point of contact for external auditors during interim and year-end audits, ensuring audit readiness and effective communication
Contribute to the growth of the accounting team by providing guidance, constructive feedback, and opportunities for skill development
Qualification
Required
Bachelor's degree in Accounting or Finance
5-6+ years of accounting experience, with evidence of assuming roles of greater responsibility
Certified Public Accountant (CPA) or equivalent
Strong knowledge of US GAAP with the ability to clearly explain accounting concepts to both financial and non-financial stakeholders
Proven attention to detail and analytical thinking, paired with strong project management and execution skills
A proactive, detail-oriented mindset and the ability to thrive in a fast-paced, collaborative environment
Preferred
Experience in technology and/or financial services industries
A mix of Big 4 public accounting and private company work experience
Benefits
Competitive equity package
Health, dental and vision benefits
Life and AD&D
Short-term and long-term disability insurance
EAP
Commuter and parking benefits
FSA/HSA
401(k) with employer match
Flexible PTO policy
Medical, dental, and vision insurance
Life and AD&D insurance
STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits
Generous parental leave
Lunch from our in-house chef at our NYC headquarters
Company
Betterment
Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Funding
Current Stage
Late StageTotal Funding
$435MKey Investors
TreasuryORIX Growth CapitalSharesPost Investment Management
2021-09-29Series F· $60M
2021-09-29Debt Financing· $100M
2021-04-30Series Unknown
Recent News
New Orleans CityBusiness
2025-12-30
Menlo Ventures
2025-12-24
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