Personal Capital is the pioneer and market leader in digital wealth management, disrupting the traditional $30 trillion U.S. wealth management market. The company is a hybrid of technology driven advice complemented with human advisors, delivered virtually and directly to the consumer. Our free personal finance app is utilized by over a million users helping them track over $500 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $8 billion in personalized investment portfolios for families in the U.S.
Personal Capital has raised over $200 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to execute on its vision.
We are searching for a Senior Accountant to join our growing team in Redwood Shores. Under the direction of the Accounting Manager, this individual will play a critical role in the preparation of financial statements and reporting for the company. This hands on role is responsible for addressing tight deadlines and a multitude of accounting activities including month-end close, financial reporting, support of tax, and other financial activities.
Perform a variety of month-end closing procedures, posting of journal entries including but not limited to cash, prepaid rent, deferred assets, fixed assets, debt warrant liability and revenue in accordance with GAAP
Assist with financial statements & analysis
Perform monthly flux analysis and monthly analytics
Complete assigned reconciliations of assets and liability accounts and provide detail support for review
Ensure quality control over financial transactions and financial reporting
Prepare monthly cost allocations
Assist with AP/AR functions
Reconcile monthly credit card transactions
Track fixed assets and prepare depreciation schedules
Prepare sales and use tax returns
Assist with preparation of audit supporting schedules for external auditors
Ensure compliance with SOX
Bring ideas of process and procedures improvements
Other duties as assigned by management
Bachelor’s degree in Accounting, required
A minimum of 5 years of experience in accounting is required (at least 3 years with a public company)
Thorough knowledge of accounting principles and procedures in accordance with GAAP
Experience with ERP systems (preferably Netsuite)
Experience identifying issues, performing research and analysis of causes and recommending processes or actions to solve the issues
Experience owning a project from initial stage to implementation
Strong analytical and problem solving skills, along with multitasking capabilities
Good things happen when technology and financial service veterans come together.The founders of Personal Capital have one goal in mind: to build a better money management experience for consumers. That’s why we’re blending cutting edge technology with objective financial advice. We believe this is the best way to empower individuals and their money.With our client-centric business model, Personal Capital is fundamentally altering the traditional financial services landscape.