Accounting Operations Associate

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).

 

About the role

Betterment’s Controller team is responsible for analyzing and reporting on the financial health of our Business. We’re looking for someone who thrives in an environment where quality and detail orientation are prized. You are an excellent communicator and proactive team player who thrives in cross-functional environments, ready to take initiative. You’re excited to flex your skills at a dynamic growth stage company. In this role, you will join our tight-knit finance team and work directly with accounting operations leadership.

This role is remote eligible. Below we've reflected the base salary range we would offer for this position in locations with pay transparency requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location.  Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. 

• Remote: $49,500 - $54,000

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a generous PTO policy.

 

A day in the life

• Accurately review, verify, and process high volumes of vendor invoices using internal systems, ensuring alignment with contract terms, company policies, and established accounting procedures
• Process and code Ramp credit card transactions, ensuring accurate classification and policy compliance
• Act as the first point of contact for the  Accounting Ops ticket portal, triaging and resolving inbound requests related to the Accounting Ops systems
• Participate in ongoing process improvement initiatives and special projects, including system implementations and automation enhancements. Contribute to month-end close activities, including preparing journal entry support, and reviewing AP related entries for completeness and accuracy

 

What we’re looking for

• A high school diploma or equivalent is required. An associate’s or bachelor’s degree in Accounting, Finance, or a related field is a strong plus
• Familiarity with basic accounting principles and procedures, with a desire to grow technical skills in a dynamic, hands-on environment
• Ability to manage multiple priorities, track outstanding tasks, and stay on top of timelines in a fast-paced, high-volume environment
• A keen eye for spotting discrepancies, ensuring accuracy in data entry, and following through on open items
• Confidently communicating policy updates to stakeholders across the organization.
• Willingness to take ownership of tasks, solve problems proactively, and contribute to process improvement efforts as the function evolves

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

We set audacious goals

We set them for the company, our customers, and ourselves—and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

 We invest in you with:

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave. 
• Flexible paid time off (and encouragement to use it!)
• Meaningful opportunity for community building through our 7 Employee Resource Groups
• Empowerment to own and lead change and affect the business
• Dedicated professional development opportunities
• Lunch from our in-house chef three days a