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Savvy Wealth is a Series C fintech company reinventing wealth management for independent financial advisors. Operating as a registered investment advisor (RIA) and broker-dealer, Savvy provides advisors with a modern, AI-native platform, eliminating manual processes that have dominated the industry. The company has raised $200M, employs 170+ people, and is on track for $100M ARR. Inc. ranked Savvy the No. 1 fastest-growing financial services company in America in 2026.
You will be Savvy's first dedicated revenue accounting leader, driving all revenue accounting operations, accounts receivable accounting, and financial reporting processes for this high-growth fintech company. This is a strategic role that combines hands-on technical accounting with leadership and cross-functional influence.
Key responsibilities include: managing daily revenue accounting operations and high-volume transaction processing with accurate revenue recognition under ASC 606 for RIA and broker-dealer contexts; owning the month-end revenue close process, including journal entries and reconciliations for revenue, deferred revenue, and unbilled receivables; managing comprehensive accounts receivable functions including custodian cash application, A/R reconciliations, and aging analysis; ensuring accurate commission calculations and recognition under US GAAP; leading quarterly CECL aging analysis under ASC 326; ensuring SEC and FINRA compliance; performing month-end close flux analysis to identify and explain variances; collaborating cross-functionally with Operations, RevOps, Sales, Legal, and other teams on strategic initiatives; supporting revenue accounting system design, implementation, testing, and optimization (including the Campfire revenue module); serving as subject matter expert for revenue and A/R accounting questions; leading audit coordination and serving as primary contact for external auditors; and maintaining comprehensive documentation for all revenue, commissions, and A/R processes.
The ideal candidate brings deep technical accounting expertise, strong leadership capabilities, and thrives in fast-paced, tech-forward environments. You will work in Savvy's Union Square NYC office.
REQUIREMENTS:
- CPA with Bachelor's Degree in Accounting or Finance (or equivalent experience)
- 8+ years of accounting experience, with at least 3 years in financial services industry
- 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 (Revenue from Contracts with Customers) and ASC 326 (Credit Impairment)
- Experience with custodian cash application, accounts receivable accounting, and financial reporting
- Proficiency with mainstream ERP systems and revenue engines such as Netsuite, Campfire, Orion, AdvicePay, etc.
- Experience collaborating across departments to influence change
- Attention to detail, excellent communication skills, and strong teamwork
- Ability to work independently and prioritize in a fast-paced environment
- Strong sense of ownership and independence with proven ability to identify issues, propose solutions, and drive initiatives to completion with minimal supervision
NICE TO HAVE:
- Experience in a growing fintech business, preferably in startup or high-growth environments
- Experience with SEC/FINRA regulated entities
- Passion for data integrity, comfort with large datasets, and enjoyment of solving complex problems
- Exceptional business acumen with ability to translate complex financial concepts into actionable insights for non-finance stakeholders
