Revenue Accounting Director — AI-Driven FinTech, Equity

Financeroles; New York (NY); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive salary

Equity package

Relocation support

Unlimited PTO

Medical/dental/vision

Job summary

Savvy Wealth seeks its first dedicated revenue accounting leader to drive revenue accounting operations for a high-growth fintech RI A and broker-dealer. You’ll design processes, manage A/R, and enhance month-end closes while ensuring ASC 606 compliance and accurate revenue share payments.

The role requires deep technical accounting expertise, leadership, and the ability to thrive in a fast-paced AI-enabled environment. Join a growing, innovative team in NYC.

Qualifications

• CPA with a Bachelor's Degree in Accounting or Finance (or equivalent).
• 8+ years accounting experience, including 3+ years in financial services.
• Direct wealth management or broker-dealer experience preferred.
• Strong ASC 606 and ASC 326 knowledge; financial reporting expertise.
• Experience with revenue engines and cross-functional collaboration.

Responsibilities

• Manage daily revenue accounting operations and high-volume processing.
• Own month-end close, revenue journals, reconciliations for revenue and receivables.
• Oversee accounts receivable functions, cash application, aging analysis.
• Ensure accurate commission calculations and US GAAP recognition.
• Lead quarterly CECL aging analysis under ASC 326.
• Ensure SEC/FINRA compliance and interdepartmental collaboration.
• Support system initiatives and serve as SME for revenue/A/R questions.
• Coordinate year-end audits and external auditor interactions.
• Maintain thorough documentation of all revenue processes.

Skills

Leadership

Revenue accounting

Cross-functional collaboration

Attention to detail

Education

CPA with a Bachelor's Degree in Accounting or Finance

8+ years accounting experience

Tools

Netsuite

Campfire

Orion

AdvicePay

Job description

Savvy Wealth seeks its first dedicated revenue accounting leader to drive revenue accounting operations for a high-growth fintech RI A and broker-dealer. You’ll design processes, manage A/R, and enhance month-end closes while ensuring ASC 606 compliance and accurate revenue share payments.

The role requires deep technical accounting expertise, leadership, and the ability to thrive in a fast-paced AI-enabled environment. Join a growing, innovative team in NYC.