Finance Specialist - Accounting & FP&A jobs in United States
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Facet · 1 day ago

Finance Specialist - Accounting & FP&A

Facet is a fast-growing fintech company revolutionizing personal finance, and they are seeking a Finance Specialist - Accounting & FP&A to support their financial success. This hybrid role focuses on accounting and financial planning and analysis, ensuring the integrity of financial records and collaborating across teams for accurate reporting.

AdviceFinanceFinancial ServicesWealth Management

Responsibilities

Assist with general ledger maintenance, ensuring all transactions are recorded accurately and timely
Support the month-end and year-end close process, including preparing journal entries, reconciliations, and financial schedules
Assist in the preparation of US GAAP-compliant financial statements, footnotes and supporting schedules
Perform recurring accounting activities including account reconciliations and transaction reviews to maintain accurate, timely, and US GAAP-compliant financial records
Support accounts payable process, ensuring accuracy, timeliness, and adherence to company policies
Prepare and maintain documentation to support the external audit, including audit schedules and reconciliations
Contribute to the development and improvement of accounting policies, internal controls, and process automation initiatives
Help update and maintain the company's financial model to support forecasting and budgeting
Support the preparation of monthly financial reporting packages and dashboards for leadership, providing clear insights into business performance
Act as relied-upon cross-functional business partner, helping build models to evaluate and support ad-hoc strategic initiatives
Assist with routine variance analysis, helping to identify and explain performance against plan and prior periods

Qualification

US GAAPAdvanced ExcelAccounting softwareFinancial modelingPublic accounting experienceAnalytical skillsProcess improvementProblem-solving skillsCommunication skillsCollaboration skillsAttention to detailAdaptability

Required

Bachelor's degree in Accounting (or Finance with strong accounting coursework)
1-3 years of experience in public accounting (Big 4 or national firm preferred) and/or in a corporate finance & accounting, or a related role
Advanced Microsoft Excel skills (pivot tables, lookups, nested formulas and etc) with the ability to build and update financial models
Comfortable working across both accounting and FP&A functions
Good understanding of US GAAP and internal control principles
Fast learner who thrives in a dynamic, changing, and cross-functional environment
Excellent analytical and problem-solving skills and attention to detail
Strong communication and collaboration skills- both written and verbal; team-first mindset
Experience working with accounting software, preferably NetSuite
Enthusiasm for process improvement, automation and the use of emerging technologies (including AI) to enhance efficiency in accounting and finance

Benefits

Flexible PTO
All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
Certification reimbursement program
Work from anywhere in the US

Company

Facet provides financial planning and advice tailored to individual needs and goals.

Funding

Current Stage
Growth Stage
Total Funding
$193M
Key Investors
Multiplier CapitalDurable Capital PartnersWarburg Pincus
2024-10-08Series Unknown· $10M
2024-10-08Debt Financing· $25M
2021-12-27Series C· $100M

Leadership Team

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Anders Jones
CEO & Co-Founder
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Brent Weiss
Co-Founder & Head of Financial Wellness
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Company data provided by crunchbase