Spectrum Equity

Senior Accountant (Dublin, CA)

About SavvyMoney:

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1,250 bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 40 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" for 2023 and is an Inc. 5000 Fastest Growing Company.

Our corporate offices are located in Dublin, CA. We offer a flexible/hybrid work environment with some days at the corporate office and some days working from home.

We have experienced significant growth in the last 4 years and are looking for a Senior Accountant to help us organize and sustain that growth. Reporting to the Controller, the Senior Accountant will participate in accounting operations and the financial planning & analysis functions. Responsibilities include managing payables & receivables, participating in month end close, supporting the preparation of budgets, updating forecasts and ensuring timely and accurate financial reporting in a strong sustainable internal control environment.

Responsibilities to include

• Month-end close accounting responsibilities; prepare general ledger schedules, reconciliations, and journal entries in accordance with Corporate Policies and Procedures.
• Process Payables and Receivables using Bill.com and Netsuite
• Identify process and systems related opportunities within the general ledger accounting function and lead implementation of changes to drive scalability, efficiency, and productivity.
• Supports year-end audit, and schedule requests of external auditors.
• Compiles monthly, quarterly and annual financial reporting packages.
• Maintains financial and key performance indicator reports.
• Updates monthly and quarterly financial forecasts.
• Assists with preparation of the Annual Operating Plan and 3-Year forecasts.
• Ad Hoc projects and analyses.

About You

You take ownership, spearheading continuous improvement efforts in operations, process and tools. You thrive in both independent and team environments. Manual processes drive you crazy so you automate as much as possible to focus on developing creative solutions to business problems. You are a high-energy, detail-oriented person with a passion for accounting and financial reporting. You are proactive in anticipating the needs of the business. You work hard but enjoy having fun with the team!

Your Experience includes

• Bachelor’s degree in Accounting, Finance or Economics
• CPA strongly preferred
• Public accounting experience preferred
• 3 to 5+ years recent experience in a similar role
• Experience with NetSuite and Bill.com a plus
• Intermediate to advanced Excel skills
• Excellent knowledge of Generally Accepted Accounting Principles (GAAP)
• Highly detailed oriented and organized in work
• Strong written and verbal communications, interpersonal skills, business knowledge, collaborative problem solving, judgment, and initiative
• Ability to work cooperatively and collaboratively with all levels of employees and management
• Quick learner with ability to achieve successful results with limited supervision. Attention to detail is critical.

Base Salary

The annual base salary for this position is between $125,000.00 and $135,000.00 dollars depending upon experience.

Additionally we provide

• Equity compensation package
• Vacation/Paid time off
• Medical, Dental, Vision – 100% premium paid for employee
• Opportunity for career growth and challenge
• Beautiful California East Bay offices in Dublin

SavvyMoney’s EEO Statement

SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer

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