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About the Role
Betterment’s Controller team plays a critical role in safeguarding the financial health of our business through detailed analysis, accurate financial reporting, and strategic financial guidance. This role requires someone enthusiastic about deeply engaging with day-to-day operations to ensure financial accuracy and strategic alignment, acting as a proactive team player in cross-functional environments, ready to take initiative and solve complex problems. The ideal candidate is passionate about financial transparency, excels at building partnerships with key stakeholders, and is excited to work in a dynamic growth-stage company.
Responsibilities
- Assist in the month-end close process, ensuring timely and accurate recording of journal entries, meticulous account reconciliation, and insightful variance analysis.
- Oversee and optimize the management of fixed assets, prepaid assets, and revenue to ensure compliance, efficiency, and accurate financial reporting.
- Continuously seek and implement innovative process improvements within the accounting function to drive operational efficiency, ensure compliance, and enhance overall financial integrity.
- Assist in the development and implementation of scalable, robust accounting processes that ensure timely and accurate financial reporting, enabling the business to scale effectively.
- Play a key role in the annual external audit process by preparing necessary documentation, responding to auditor inquiries, and implementing audit recommendations.
- Perform additional ad-hoc requests.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 3-5 years of experience in accounting or finance, with a strong background in both private and public industry sectors, including audit, financial reporting, and variance analysis.
- Strong understanding of financial statements and US GAAP.
- Demonstrated expertise in financial reporting, with a high level of accuracy and keen attention to detail in variance analysis and financial data interpretation.
- Excellent verbal and written communication skills, with the ability to convey complex financial information to non-financial stakeholders.
- Willingness to take on new challenges, responsibilities, and assignments.
- Desire to work within a diverse, collaborative, and driven professional environment.
- Proficiency in Excel.
Skills
- Excel
- Netsuite preferred
- Variance analysis
- Financial reporting
- Financial data interpretation
- US GAAP
Location
- NYC
- New York City
Work Type
- Hybrid
Experience Level
- 3-5 years
Education Level
- Bachelor’s degree in Accounting, Finance, or a related field.
- CPA or CMA certification preferred
Salary/Compensations
- $110,000- $130,000
Benefits
- Medical, dental, and vision coverage
- Life and AD&D insurance
- Short- and long-term disability
- Infertility support and WPATH-aligned transgender health benefits
- Employee Assistance Program (EAP)
- Transit benefits
- FSA and HSA options
- Equity for all employees, including new hire and refresher grants
- Flexible paid time off
- Paid parental leave
- Fully paid four-week sabbatical in your sixth year
- Company-paid professional coaching for all employees
- Day-one 401(k) match plus matching on qualified student loan payments
About the Company
- Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses.
- Our team is passionate about our mission, to empower people to build wealth with confidence and ease.
- We change lives: Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.
- We set audacious goals: We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.
- We value all perspectives: When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
- We simplify financial services: We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.
Equal Opportunity
- We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and 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 and 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.