Accountant

Company

Credit Genie is a mobile-first financial wellness platform designed to help individuals take control of their financial future. We leverage artificial intelligence to provide personalized insights and are building a financial ecosystem by offering tools and services that provide instant access to cash, and building credit. Our goal is to empower every customer to achieve long-term financial stability.

Founded in 2019 by Ed Harycki , former Swift Capital Founder ( acquired by PayPal in 2017). Backed by Khosla Ventures and led by industry pioneers from companies such as; PayPal, Square, and Cash App, we are well positioned to build the future of inclusive finance through cutting-edge technology and customer-centric solutions.

Overview

We are seeking a highly motivated Accountant to join our rapidly growing fintech company. As a Series B company, we are at a pivotal stage, expanding our operations, product offerings, and market reach. This role is critical in building out robust financial infrastructure, ensuring accuracy and compliance, and providing accurate financial reporting to support our continued growth and strategic decision-making. Reporting directly to the Controller, the Accountant will be responsible for the daily accounting operations, and support the monthly accounting close process, and key projects and initiatives.

What you’ll do

Accounting Operations & Systems:

• Perform day-to-day accounting operations, including processing journal entries and preparing balance sheet reconciliation including but not limited to cash, accounts receivable and accounts payable.

• Assist the Accounting manager to establish best practices in cash, accounts payable and accounts receivable functions, ensuring accuracy and timely posting in a highly automated environment

• Optimize and automate accounting processes and systems to improve efficiency and scalability (e.g., daily cash management, estimating accruals, credit card expense management, prepaids and leases).

• Assist with migration of an outsourced Accounting function to in-house Accounting.

• Assist with GL migration from Quickbooks to NetSuite

Financial Reporting & Close:

• Assist in monthly close process including journal entries, account reconciliations and variance analyses

• Prepare and maintain supporting schedules for financials statements and audits

• Collaborate with the Accounting Manager and Controller on internal control documentation and testing as the company matures toward public-company readiness.

• Support external audits by preparing schedules, pulling data, and responding to audit requests.

• Enhance existing close process by identifying opportunities to reduce close timeline

Requirements

• Bachelor's degree in Accounting

• CPA license (or in testing process)

• 2-3 years of accounting experience, preferably in a public accounting (Big Four or mid-tier firm) or at a public company

• Financial services or related industry experience

• Experience operating under SOX controls environment

• Analytical, problem-solving skills.

• Proactive, detail-oriented, and able to thrive in a fast-paced, ever-changing environment.

Nice to have

• Experience with CECL

Benefits and Perks

Our goal is to provide a comprehensive offering of benefits and perks that promote better financial, mental, and physical wellness.

We believe working alongside each other in person is the best way to build a great product and foster a strong company culture. Our expectation is that employees are in the office five days a week, allowing for optimal collaboration, inclusivity, and productivity. At the same time, we understand that life happens and recognize the importance of flexibility. We are committed to supporting our employees when circumstances arise that require remote work or adjusted schedules. Our goal is to ensure everyone can effectively balance personal and professional responsibilities while maintaining our collaborative and productive environment.

Here are some highlights of our benefits and perks offerings, feel free to ask your recruiting partner for more details on our comprehensive offering for employees.

• 100% company-paid medical, dental, and vision coverage for you and your dependents on your first day of employment.

• Monthly fitness reimbursement up to $100 or a full membership to LifeTime Fitness

• 401(k) with a 2.5% match and immediate vesting

• Meal program for breakfast, lunch, and dinner

• Life and accidental insurance

• Flexible PTO

Your actual level and base salary will be determined on a case-by-case basis and may vary based on the following considerations: job-related knowledge and skills, education, and experience. Base salary is just one part of your total compensation and rewards package at Credit Genie. You may also be eligible to participate in the bonus and equity programs. You will also have access to comprehensive medical, vision, and dental coverage, a 401(k) retirement plan with company match, short & long term disability insurance, life insurance, and flexible PTO along with many other benefits and perks.

Credit Genie is a proud Equal Opportunity Employer where we welcome and celebrate differences. We are committed to providing a workspace that is safe and inclusive, where everyone feels supported, connected, and inspired to do their best work. If you require any accommodations to participate in our recruitment process, please inform us of your needs when we contact you to schedule an interview.