Finance Operations Specialist

DriveWealth, the pioneer of fractional equities trading and embedded investing, is a visionary technology company that empowers more than 100 partners around the world to engage their customers by placing the markets in the palm of their hand. We believe the future is fractional, transactional and mobile. Every mobile device should be a gateway to accessing investing and savings products, services, advice, and assistance for global citizens of all ages, wealth stages, and levels of financial expertise. DriveWealth’s unparalleled consultative support and cloud-based, industrial strength technology platform allow partners to seamlessly offer branded investing experiences to drive customer acquisition, loyalty, retention, and revenue growth. DriveWealth’s commitment to continuous evolution and innovation makes it the partner of choice for powering the future of investing.

Completing a Series D raise in 2021, DriveWealth’s mission is to democratize investing globally by working with partners to invent new ways to use its API-based technology to provide emerging investors with cutting-edge embedded experiences, offer first-time access to U.S. markets, and the ability to begin investing with as little as $1. DriveWealth is committed to empowering consumers around the world to become owners by delivering the most modern brokerage infrastructure, unparalleled industry expertise, and a culture of continued evolution.

We are looking to add a well-organized, detail-oriented individual to our team who will support the Firm’s Financial Accounting department.

What You’ll Do

• Deliver excellent customer/client service skills via phone and email to address potential issues or resolve invoicing/payment matters
• Process supplier invoices and purchase orders with accurate GL and cost center coding, with close attention to detail
• Communicate effectively with other employees in the organization to ensure supplier invoices are approved and authorized for payment
• Maintain control over recurring payments to maintain continuity of services and avoidance of late charges
• Collaborate with finance partners to process and issue partner invoices 
• Handles communication with vendors and partners regarding invoices, payments, billing, receipts, and other follow-ups and inquiries as necessary
• Manages the AP and AR inboxes; ensures all vendor, partner, and employee inquiries are resolved promptly
• Maintain vendor and partner records; ensure all compliance documentation is received; assist with issuance of 1099s
• Review and process company-issued credit cards; communicate and follow up with employees as needed
• Provide cross-functional support to team members and other employees; assistance with annual audit
• Perform relative account reconciliations related to month-end close
• Own processing of vendor invoices

What You’ll Need

• Bachelor’s degree in accounting or finance preferred
• Demonstrates a strong work ethic, with proficient time management and organizational skills
• Experience with Netsuite is preferred
• Excellent communication skills: verbal, written, and interpersonal
• Intermediate to Advanced Excel, Outlook, and Word
• Capable of multitasking with excellent follow-up skills
• High attention to detail and accuracy, conscientious, professional demeanor, and reliability
• Proactive, solutions-oriented mindset
• Able to collaborate with onsite and remote colleagues

Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment visa at this time.

Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.

Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.

New York, NY (Hybrid) Pay Range$75,000—$95,000 USD

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outsi