Staff Accountant

About the Role

We are seeking a Senior or Staff Accountant to join our finance team. This individual will play a key role in our monthly and quarterly close processes, financial reporting, and accounting operations. The ideal candidate brings hands-on experience in financial services or fintech environments, a strong command of loan accounting standards, and a detail-oriented approach to complex accounting matters.

Key Responsibilities

• Execute multiple monthly, quarterly, and annual close cycles end to end, ensuring accuracy and timeliness of financial reporting.
• Prepare, review, and post journal entries; perform account reconciliations and flux analyses across all major balance sheet and income statement accounts.
• Own and maintain NetSuite reporting, including building custom reports, saved searches, and dashboards to support finance and leadership stakeholders.
• Apply loan accounting standards including deferred fees and cost recognition (ASC 310-20) and transfers of financial assets (ASC 860).
• Support CECL (Current Expected Credit Loss) reserve calculations, model inputs, and related disclosures under ASC 326.
• Collaborate cross-functionally with Data, Risk, and Engineering teams to ensure accounting systems accurately reflect business activity.
• Assist with external audit requests, internal controls documentation, and regulatory reporting as needed.
• Identify and implement process improvements to increase efficiency and strengthen internal controls.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of progressive accounting experience, preferably including public accounting.
• CPA certification or actively pursuing CPA licensure (must be on track).
• Demonstrated experience managing multiple close cycles (monthly, quarterly, annual) in a fast-paced environment.
• Proficiency with NetSuite ERP, including reporting, saved searches, and general ledger operations.
• Direct experience in financial services, fintech, or banking environments.
• Working knowledge of CECL (ASC 326) methodology, including reserve estimation and documentation.
• Hands-on experience with loan accounting, including deferred fees and cost recognition under ASC 310-20.
• Familiarity with accounting for transfers of financial assets under ASC 860.
• Strong analytical skills, attention to detail, and ability to communicate complex accounting issues clearly.

Nice to Have

• Experience with Rippling for HR, payroll, and benefits accounting and reconciliation.
• Experience with Zip for procurement and spend management workflows.
• Big 4 or national firm audit experience with financial services clients.
• Familiarity with revenue recognition under ASC 606.

Perks & Benefits

• Competitive compensation and equity packages
• Leading configured work computers of your choice
• Flexible paid time off
• Fully covered, high-quality healthcare, including fully covered dependent coverage
• Additional health coverage includes access to One Medical and the option to enroll in an FSA
• 20 weeks of paid parental leave for the primary caregiver and 8 weeks for all new parents
• Access to industry-leading technology across all of our business units, stemming from our philosophy that we should invest in resources for our team that foster innovation, optimization, and productivity