Accounting Manager, Prime Financing

What you'll do:

• Own the review and approval of monthly financing accounting entries, reconciliations, and supporting documentation to ensure accuracy and completeness through each close cycle.
• Build scalable, automated financial processes and controls for the prime financing function, including drafting standard operating procedures that reduce manual effort and support SOX compliance.
• Lead your team through the monthly financial close, quarterly reporting, and annual audit processes, ensuring deadlines are met and deliverables are audit-ready.
• Partner with cross-functional teams to provide accounting insights on SEC regulations and lending practices, translating regulatory developments into actionable accounting guidance.
• Drive the design and implementation of new controls and processes for platform and brokerage accounting activities, identifying gaps and recommending improvements that keep pace with business growth.

Required Skills and Experience:

• CPA designation with 9+ years of progressive accounting experience, including a mix of Big 4 public accounting and industry roles in fintech or financial services.
• Direct experience with financing, lending, or prime brokerage accounting at a publicly traded company, including familiarity with SEC reporting requirements.
• Proven track record of building accounting processes and internal controls from the ground up, including designing SOPs and implementing automation that reduced close timelines or error rates.
• Experience managing or leading a team through monthly close cycles and quarterly/annual reporting, with demonstrated ability to meet tight regulatory deadlines.
• Working proficiency in NetSuite, FloQast, and Google Suite, with the ability to leverage these tools to streamline close and reporting workflows.
• Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.

Pay Transparency Notice:

• Base salary varies by location (see range below). Total compensation may also include equity and bonus eligibility, and benefits (medical, dental, vision, 401(k)).
• Annual base salary range (excluding equity and bonus): $166,345 — $195,700 USD.