Staff Accountant

Flourish; New York (NY); Vor Ort; USD 75.000 - 115.000; Vollzeit

Zusammenfassung

Flourish, a New York City-based financial services startup backed by MassMutual, seeks a Staff Accountant to join the finance team. You will report to the Controller and support core accounting operations as the company scales.

You will ensure timely financial reporting, assist audits, and partner across the organization to build scalable infrastructure and robust cash and KPI reporting for growth and compliance.

Qualifikationen

• Bachelor's degree in Accounting is required.
• 2+ years of accounting experience in financial services, fintech, or PE-backed environment preferred.
• Background check includes fingerprinting per FINRA requirements.

Aufgaben

• Execute month-end close tasks and prepare GAAP financial statements and KPI reporting.
• Prepare journal entries and reconciliations; manage banking, payroll, and HR expenses.

Kenntnisse

Detail-oriented

Cross-functional collaboration

Communication

Financial analysis

Problem-solving

Growth mindset

Ausbildung

Bachelor's degree in Accounting

CPA (or progress toward)

Public accounting experience

Tools

ERP systems

AI-enabled finance tools

Jobbeschreibung

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

About You

You are a highly organized, detail-oriented, and proactive professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify issues, and execute with precision. You bring consistency and rigor to accounting processes and ensure high-quality outputs. You communicate effectively with cross‑functional stakeholders and are a natural collaborator within a finance team.

You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of growing alongside a collaborative finance team. You will be able to take ownership of core accounting processes while helping build the foundation for scalable operations.

About the Role

Flourish is transitioning to a standalone, PE-backed organization. As a Staff Accountant, you will play a key role on our finance team, reporting to the Controller and supporting the execution of core accounting operations and financial processes during a critical stage of growth.

You’ll ensure timely and accurate financial reporting, support audits, and partner across the organization to contribute to building scalable infrastructure aligned with long‑term growth.

• Execute month-end close tasks and support financial reporting, including GAAP financial statement preparation and KPI reporting accuracy
• Prepare journal entries and reconciliations
• Record and reconcile banking transactions, payroll, and other HR‑related expenses, and support cash flow, liquidity, and debt covenant reporting as needed
• Manage the AP, credit card, and TE process
• Support audit and compliance processes
• Support broker‑dealer regulatory reporting (e.g., net capital, FOCUS filings) under the direction of the Controller
• Provide accounting data and analysis to support the Financial Planning and Analysis Manager’s annual budget and periodic forecasting
• Partner with cross‑functional teams on financial data
• Identify process improvements and automation opportunities, including through AI tools
• Support carve‑out efforts and TSA exit
• Support system design and readiness efforts, i.e., UAT

Minimum Qualifications

• Bachelor's degree in Accounting
• 2+ years of accounting experience in a financial services, fintech, or PE‑backed environment strongly preferred
• Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Preferred Qualifications

• Financial services or fintech experience
• CPA (or progress toward)
• Public accounting experience
• Exposure to broker‑dealer or other regulated financial services accounting
• Solid knowledge of US GAAP and accounting principles and practices
• Experience standing up an ERP or financial tools and applications
• Comfortable using finance tools and applications with AI capabilities
• Excellent verbal and written communication skills
• Ability to understand the financial impact of decisions and balance them with business partner satisfaction
• Experience in high‑growth or evolving environments
• Strong execution and ability to support business‑aligned reporting
• Detail‑oriented with strong problem‑solving skills
• Collaborative, proactive, and accountable team player eager to learn and grow

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $75,000 - $115,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Flourish’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.