Accounting Manager

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role:

The Accounting Manager will be the driving force behind our day-to-day accounting operations while building the financial infrastructure required to scale. This individual will own the month-end close, manage core operational accounting functions, drive system implementations and help prepare for the first financial audit.

The Accounting Manager will discover and use AI tools (e.g. Claude Cowork, Gemini, Granola, etc.) to automate workstreams. If you love building processes from scratch and thrive in a dynamic environment, this is the role for you.

Responsibilities:

• Lead the month-end, quarter-end and year-end close processes, ensuring accuracy and timely delivery of financial statements in accordance with US GAAP.

• Oversee critical daily accounting operations, including Accounts Payable, Accounts Receivable and expense management.

• Leverage AI tools to execute core accounting workflows and reduce manual work.

• Assist in the administration and optimization of the financial tech stack (e.g., transitioning from Quickbooks to AI-native ERP, managing tools like Numeric, Brex and Navan).

• Serve as a key liaison for external auditors, preparing work papers, schedules and technical accounting memos to prepare for the first financial audit.

• Collaborate closely with FP&A, People and Legal teams to ensure data integrity and support department-level budgeting and forecasting.

• Assist with tax research and compliance, including 1099s.
  

Must Have:

• 5+ years of progressive accounting experience, ideally with a mix of Big 4 public accounting and in-house at a venture-backed company.

• Bachelor’s degree in Accounting or a related field with an active CPA license.

• Experience with ERP systems (e.g. Netsuite, Campfire, Rillet, Quickbooks) and modern finance tools (e.g. Stripe, Rippling, Brex, Salesforce).

• Strong knowledge of data tools and advanced skills in Excel/Google Sheets.

• High degree of flexibility and the ability to pivot quickly as business priorities change.

• Excellent written and verbal communication skills, with the ability to explain complex accounting concepts to non-finance stakeholders.

Nice to Have:

• Experience in wealth management, fintech or custodial billing environments.

• Experience supporting audit processes or designing financial controls.

• Experience working with engineering and product to provide accounting requirements

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)