LogoFresh Jobs Ahead
Savvy Wealth
Savvy Wealth
51 – 200 Darbinieki
H1B vīzas sponsorsKonsultācijasMārketingsVeselības aprūpe
Savvy Wealth ir tehnoloģiju vadīts ieguldījumu pārvaldības uzņēmums, kas apkalpo turīgas privātpersonas, piedāvājot personalizētu finanšu plānošanu un ieguldījumu pārvaldību. Tā platforma apvieno pieredzējušus finanšu konsultantus ar digitāliem rīkiem, tostarp ērti lietojamu informācijas paneli ieguldījumu un finanšu rezultātu uzraudzībai. Apvienojot personīgu konsultēšanu ar tehnoloģijām, Savvy Wealth atbalsta pārskatāmu, uz klientu vērstu pieeju ilgtermiņa finanšu mērķu pārvaldībai un piedāvā iespējas profesionāļiem, kuri vēlas veidot bagātības pārvaldības nākotni.
LinkedIn
Vakances uzņēmumā

Director of Revenue Accounting

Lead revenue accounting, ASC 606 compliance, accounts receivable, and financial reporting at Savvy Wealth. Build scalable processes for its growing registered investment adviser and broker-dealer business.

USAmerikas Savienotās ValstisNYŅujorka
180 000 $ – 220 000 $ / gads
HibrīdiPilna slodzeVadošais speciālistsNepieciešamā Valoda: angļuGrāmatvedības vadītājs
ERPFlux

Apraksts

  • Oversee daily revenue accounting, processing high-volume transactions and recognizing revenue accurately under ASC 606.
  • Lead the monthly revenue close, including journal entries and reconciliations for revenue, deferred revenue, and unbilled receivables.
  • Oversee accounts receivable accounting, including custodian cash application, reconciliations, and aging analysis.
  • Ensure commissions are calculated and recognized accurately under US GAAP.
  • Conduct quarterly CECL aging analysis under ASC 326.
  • Maintain compliance with SEC and FINRA rules and reporting requirements.
  • Analyze monthly close fluctuations and explain significant changes in revenue, commissions, and accounts receivable balances.
  • Work with Operations, RevOps, Sales, Legal, and other business partners.
  • Support the design, implementation, testing, and improvement of revenue accounting systems.
  • Provide subject matter expertise on revenue and accounts receivable accounting.
  • Coordinate audits and act as the primary contact for external auditors during the year-end audit.
  • Maintain documentation for revenue, commission, and accounts receivable processes.
  • Develop processes and policies and build the Campfire revenue module.

Prasības

  • CPA and a bachelor's degree in Accounting or Finance, or equivalent experience.
  • At least 8 years of accounting experience, including 3 or more years in financial services.
  • Direct experience at a wealth management firm, RIA, or broker-dealer.
  • Understanding of AUM fee billing, custodian cash flows, and revenue share payout models.
  • Strong knowledge of ASC 606 and ASC 326.
  • Experience with custodian cash application, accounts receivable accounting, and financial reporting.
  • Proficiency with common ERP systems and revenue platforms such as NetSuite, Campfire, Orion, and AdvicePay.
  • Experience working across departments to influence change.
  • Strong attention to detail, communication, and teamwork skills.
  • Ability to work independently and prioritize in a fast-paced environment.
  • Strong ownership and independence, with the ability to identify issues, propose solutions, and drive initiatives to completion with minimal supervision.
  • Able to work in the Manhattan office four days per week.
  • Based in New York or willing to relocate there.
  • Must address current or future US work sponsorship requirements.

Priekšrocības

  • Competitive salary and equity package.
  • Unlimited paid time off and company holidays.
  • Medical, dental, and vision plans.
  • Company 401(k), including Mega Backdoor Roth options.
  • Commuter plans.
  • HSA and FSA plans.
  • Office in Union Square, New York City.
  • Lunch and snacks at the office, with dinner provided for employees who stay late.
  • Virtual mental health care through Spring Health.
  • Health concierge through Rightway.
  • Guardian WorkLifeMatters EAP counseling for stress management, dependent care, nutrition, fitness, legal, and financial concerns.

Saistītās vakances

Pearson VUE

Administrative Support Associate

Pearson VUE
1001 – 5000 Darbinieki
KonsultācijasLoģistikaVeselības aprūpe
GBApvienotā KaralisteHibrīdiPilna slodzeJaunākais speciālistsVidējais līmenisGrāds nav nepieciešamsNepieciešamā Valoda: angļuAdministratīvais asistents
SQLTableau

Support Pearson VUE’s operational systems, records and management reporting through accurate data administration and project tracking. This full-time hybrid role is based in the United Kingdom, with occasional access to the Hellaby site helpful.

Atvērt
Niantic Spatial, Inc.

Computer Vision AI Engineer

Niantic Spatial, Inc.
201 – 500 Darbinieki
AizsardzībaKonsultācijasLoģistika
USAmerikas Savienotās ValstisCAKalifornija
165 600 $ – 221 000 $ / gads
HibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuDatorredzes inženierisMašīnmācīšanās inženieris
PythonPyTorch

Train computer vision localization models for Niantic Spatial’s physical AI and geospatial platform. Build data pipelines, evaluation benchmarks, and production inference systems.

Atvērt
UR Ventures

Medical Center Call Center Representative II

UR Ventures
11 – 50 Darbinieki
B2BIzglītībaZinātne
USAmerikas Savienotās ValstisNYŅujorka
19 $ – 26 $ / stunda
HibrīdiPilna slodzeJaunākais speciālistsGrāds nav nepieciešamsNepieciešamā Valoda: angļuZvanu centra pārstāvis

Support University of Rochester Medical Center patients by answering questions and coordinating appointments, registration, and referrals. Handle confidential medical information and route urgent requests appropriately.

Atvērt
Baxter International Inc.

Remote Technical Support Specialist – Baxter Infusion Systems

Baxter International Inc.
RažošanaVeselības apdrošināšanaVeselības aprūpe
USAmerikas Savienotās Valstis
44 800 $ – 61 600 $ / gads
AttālinātiPilna slodzeJaunākais speciālistsGrāds nav nepieciešamsNepieciešamā Valoda: angļuIT atbalsts

Provide first-line support for Baxter infusion pumps, software, and connected healthcare technology. Troubleshoot customer problems and manage cases to help keep systems running.

Atvērt
Ovation Law Firm

Remote Bilingual Call Center Sales Intake Specialist

Ovation Law Firm
11 – 50 Darbinieki
AutobūveLoģistikaVeselības aprūpe
BRBrazīlija
8 $ / stunda
AttālinātiPilna slodzeJaunākais speciālistsGrāds nav nepieciešamsNepieciešamā Valoda: angļuNepieciešamā Valoda: spāņuZvanu centra pārstāvis

Qualify personal injury inquiries, document case details, and connect prospective clients with partner legal teams. This remote role handles high-volume English and Spanish calls, live transfers, and follow-ups.

Atvērt
Longbridge Financial, LLC (NMLS# 957935)

Remote Sales and Customer Service Representative

Longbridge Financial, LLC (NMLS# 957935)
51 – 200 Darbinieki
FinansesNekustamais īpašums
USAmerikas Savienotās ValstisNJŅūdžersija
20 $ / stunda
AttālinātiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuKlientu atbalsts

Support Longbridge Financial’s reverse mortgage customers by answering inquiries, qualifying leads, and arranging handoffs to the Retail Sales team. The role handles inbound and outbound calls, follow-up appointments, information packets, and CRM records.

Atvērt
CodaMetrix

Senior Director of Account Management

CodaMetrix
51 – 200 Darbinieki
H1B vīzas sponsorsKonsultācijasLoģistikaVeselības aprūpe
USAmerikas Savienotās Valstis
175 000 $ – 200 000 $ / gads
AttālinātiPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuKlientu vadītājsPārdošana

Lead enterprise account teams at CodaMetrix, supporting health systems using its AI-powered medical coding platform. Drive retention, account growth, successful go-lives, and customer health.

Atvērt