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Betterment // online financial advisor
 
Sales, Full Time    Betterment HQ - New York City    Posted: Thursday, September 22, 2022
 
   
 
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JOB DETAILS
 

About Betterment:

Betterment is a leading, technology-driven financial services company that offers investing & retirement solutions for retail investors & investment advisors as well as financial wellness solutions, including a 401(k) for small & medium-sized businesses. Our growing team of 400+ is passionate about our mission to make peoples lives better. Were headquartered in NYC, with hubs in Philadelphia & D.C, & offer in-office, hybrid, & remote working based on role & location.

About the Role:

Betterments Controller team is responsible for analyzing & reporting on the financial health of our Business. Were looking for someone who thrives in an environment where they will wear multiple hats financial statements guru, technical accounting wizard & business strategist. Youre an energetic team player looking to roll-up your sleeves & provide solutions to problems. Youre jazzed about new accounting pronouncements & driven by financial transparency. Youre eager to flex your skills at a dynamic growth stage company where no two days are the same. In this role, you will join our tight-knit finance team & work directly with Finance leadership.

We are looking to hire this role in our NYC office location.

A Day in the Life:

  • Research accounting guidance & compose technical accounting memorandums
  • Be a main point of contact for all things ASC 606, 718, & 805, etc.
  • Develop internal control policies & create internal procedures documentation
  • Assist in the month end close & financial reporting processes
  • Play a key role in our annual external audit process
  • Perform additional ad-hoc requests which arise throughout the year

What Were Looking For:

  • Experience in private or public industry in audit, accounting, or finance
  • Active CPA license
  • Strong technical accounting foundation with a focus on Revenue Recognition, Equity & Bus Comb.
  • Experience with Microsoft Excel & accounting technology (Netsuite is a plus!)
  • A self-starter mentality with meticulous attention to detail
  • Clear verbal & written communication skills
  • Strong strategic & business decision-making abilities
  • Ability to work across disciplines to create new processes and/or resolve issues

What Being at Betterment Means for You:

Joining Betterment means belonging to a community of folks passionate about change, being on a team that cares for your well-being, & continuing on a journey of non-stop growth & evolution. 

Youll join a Community that Cares: 

  • Betterment is a place to bring your whole self & make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, & regular knowledge sharing.
  • Join one or more of our 6 Employee Resource Groups as a member or an ally, & help us shape Betterments culture & product for years to come.

Youll stay Happy & Healthy:

  • We will ensure youre set up & cared for with a customizable workstation, benefit packages that fit your needs (including infertility support & World Professional Association for Transgender Health approved benefits), a Self Care stipend of $600 per year to invest in your wellness however you see fit, as well as additional professional development opportunity.
  • Youll have flexible paid time off, & a team that cares about you, not just what youre working on.

Youll Learn & Grow:

  • Enhance your skills & abilities through Betterment University courses & additional allowance for outside learning.
  • As part of a team that values knowledge sharing & transparency you can opt into mentoring & career coaching programs as well as weekly company meetings.

Please note that Betterment is dedicated to providing accommodations to candidates with disabilities. If you need accommodations at any point throughout the interview process, please reach out to interview.accommodations@betterment.com 

What Happens Next?

We expect to take a few weeks to review all applications. If we would like to spend more time with you, you will hear from us to arrange next steps. You can expect 3-4 sets of conversations, all remote, with your future colleagues in the weeks following your application.

Throughout the interview process, well look to learn more about your skills, experiences, capabilities, & motivators. Many of our interview questions will be behavioral, aimed at understanding how you might operate here at Betterment. We may ask you to complete a case study exercise or technical assessments, depending on the role, as we aim to collect a robust set of data points throughout the interview process.

On average, it takes us around 2-3 weeks to make a hiring decision, depending on your availability & sense of urgency. As a best practice, we aim to interview at least 3 final round candidates before making a hiring decision. 

Please note that were unable to offer individual feedback during the interview process. We usually see 1,000+ applications for open positions, & our hiring team simply doesnt have the bandwidth to offer personalized feedback to each candidate. 

We recognize that interviewing for a new role is a big deal. We appreciate you giving us consideration as the next step in your career. Our Recruiting Team is here to support & advocate for you through the interview process, so please let us know how we can help. 

Come join us!

Were an equal opportunity employer & comply with all applicable federal, state, & local fair employment practices laws. We strictly prohibit & do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity & status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.

 
 
 
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