Purpose of Role

The Accounting Associate – Financial Planning & Analysis will play a key role in supporting the Company's accounting operations, financial reporting, budgeting, forecasting, and management reporting across multiple entities. This is a hands-on role that combines technical accounting with financial planning and analysis to help ensure accurate financial reporting while providing meaningful financial insights to support business decision-making. This is an accounting role with focus on FP&A and other financial reporting responsibilities. 

You will partner closely with the Senior Accountant and VP of Finance to support the monthly close process, maintain accurate financial records, assist with budgeting and forecasting, prepare management reporting, and contribute to building scalable accounting and finance processes as the Company continues to grow.

This role is ideal for someone approximately two years out of college, preferably with public accounting or transaction services experience at a Big Four or other national accounting firm or bank, who is looking to transition into industry while developing expertise in both accounting and financial planning & analysis.

Key Responsibilities

General Accounting & Financial Reporting

• Assist with the monthly, quarterly, and annual close process across multiple entities.
• Perform balance sheet account reconciliations and investigate reconciling items.
• Assist in preparing monthly financial statements and supporting schedules.
• Support the preparation of consolidated financial reporting as we prepare for audit-readiness
• Assist with tax support schedules and regulatory reporting.

Financial Planning & Analysis

• Assist with the annual budgeting process, maintaining departmental budgets, and monthly forecasting.
• Support the maintenance of current-thinking budgets and rolling forecasts.
• Prepare budget-to-actual variance analyses through Vena software and provide supporting explanations.
• Prepare monthly KPI reporting and management reporting packages.
• Assist with executive reporting and Board presentation support.
• Build ad hoc financial analyses and Excel-based models to support business decisions.
• Support workforce planning, departmental analysis, and strategic finance initiatives.
• Assist with the ongoing administration and enhancement of Vena budgeting and forecasting models.
• Prepare and maintain the rolling 13-week cash flow forecast based on actual results and forecast assumptions.
• Identify opportunities to improve financial reporting and planning processes.

Operational Accounting and Finance

• Assist with maintaining schedules for month-end and quarterly financial statement presentations
• Support analysis of operating trends, business performance, and key financial metrics. 
• Support monthly headcount and compensation reporting. 
• Support payroll calculation, accounting and related reconciliations.
• Assist with special projects and other accounting and/or corporate finance initiatives
• Identify opportunities to automate reporting and improve financial processes.

Cross-Functional Partnership 

• Partner with the Senior Accountant and VP of Finance to ensure accurate financial reporting and budgeting processes.
• Collaborate with department leaders to gather information supporting budgets and forecasts.
• Support special projects and strategic finance initiatives.
• Assist with ad hoc financial analyses and reporting requests required by other departments.

Process Improvement & Controls

• Identify opportunities to improve accounting and financial planning processes.
• Support implementation of accounting policies, budgeting procedures, and internal controls.
• Assist with automation initiatives within accounting systems (QBO and Vena).
• Contribute to building a scalable, audit-ready accounting and finance function.

Qualifications

• Bachelor's degree in Accounting required.
• Approximately 1–3 years of accounting experience, preferably in public accounting with a Big Four or other national accounting firm or bank.
• CPA eligible or actively pursuing CPA certification preferred.
• Strong understanding of U.S. GAAP and accounting fundamentals.
• Experience with journal entries, account reconciliations, and supporting the month-end close process.
• Strong Excel skills, including the ability to build and maintain financial models.
• Experience with Vena or another budgeting and forecasting platform is preferred.
• Interest in budgeting, forecasting, management reporting, and financial analysis.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.
• Experience with QuickBooks Online or similar accounting systems preferred.
• Experience in fintech, financial services, or multi-entity organizations is a plus.

Why Join Us

This is an opportunity to help build the accounting foundation of a rapidly growing, multi-entity fintech company at the intersection of trading, technology, and innovation. You'll work alongside a high-performing finance team while gaining exposure to technical accounting, budgeting, forecasting, financial reporting, process improvement, and strategic finance initiatives.

This role is an excellent opportunity for an early-career accountant looking to transition from public accounting into industry. You'll gain hands-on experience across multi-entity accounting, financial reporting, budgeting, forecasting, and executive-level financial analysis—providing broader exposure and responsibility than is typically available early in an accounting career.

You'll work directly with the Senior Accountant and VP of Finance, receiving mentorship and exposure to a wide range of accounting and finance disciplines while helping build the finance organization of a rapidly growing fintech company. As the Company continues to expand, this role offers a clear path for increased responsibility and long-term career growth.