DriveWealth is a financial technology firm pioneering embedded finance, fractional investing in US equities, and API-driven brokerage infrastructure. We’ve built patent-pending technology to fractionalize US equities and were the first to receive a license to do so in 2015. We help banks, fintechs, RIAs, and global brands build investing experiences in 153 countries. Some of our partners are Revolut, Hatch, MoneyLion, Stake, and Avenue.

We are looking to add a well-organized, detail-oriented individual to our team who will support the Firm’s Financial Accounting department.

Responsibilities:

• Data entry
• Report verification
• Provide excellent customer/client service skills by phone and email to resolve potential issues or other invoicing/payment matters
• Adhere to and meet all departmental deadlines on a daily and monthly basis (first and last week of the month)
• Reconciliation of data and accounts
  • Cross referencing various spreadsheets
  • Bring issues to appropriate manager
  • Research inconsistencies
• Handle tasks outside of general responsibilities once cross-trained
• Various special projects, as needed
• Oversees full life cycle of forgivable loans; includes booking monthly amortization expenses, analyzing loan forgiveness amounts, and calculating appropriate withholding taxes for W-2 reporting per promissory note terms
• Assist legal with ex brokers’ termination, write-offs, collections, and settlements for defaulted loans that term before maturity date
• Reviews, processes, and distributes 1099s to the IRS and recipients

Requirements

• Associates or Bachelor’s degree in accounting or finance preferred
• Good work ethic and strong time management and organizational skills
• Experience with Netsuite is preferred
• Excellent communication skills: verbal, written and interpersonal
• Intermediate to Advanced Excel, Outlook and Word
• Capable of multitasking and has excellent follow-up skills
• High attention to detail and accuracy, conscientious, professional demeanor, reliable
• Demonstrates a proactive, problem-solving attitude
• Able to work with staff that are onsite, work remotely and in other offices

Benefits

• 401k plan
  
• Stock Options
• Insurance – Health, Dental, Vision, Life, Legal. HSA and FSA options.
• Flexible working hours
• Work from home
• Paid time off and holidays
• Reimbursement for continuing education and conferences
• Snacks and beverages available in the office
• Pet-friendly workplace