Financial Services

Staff Accountant

New YorkOnsiteFull TimeStaff$75,000–$115,000 /yrPosted 11 days ago

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Required skills

financial services
fintech
PE-backed environment
fingerprint background check
FINRA

Nice to have

CPA
Public accounting
broker-dealer
US GAAP
accounting principles
ERP

Role summary

Flourish is seeking a Staff Accountant to join their finance team during a critical growth phase as a standalone, PE-backed organization. Reporting to the Controller, this role will execute core accounting operations, ensure timely and accurate financial reporting, support audits, and partner across the organization to build scalable infrastructure. Responsibilities include month-end close, journal entries, reconciliations, AP/credit card/TE management, and supporting regulatory reporting. The ideal candidate has a Bachelor's degree in Accounting, 2+ years of experience in financial services, fintech, or PE-backed environments, and a strong understanding of US GAAP. Preferred qualifications include CPA, public accounting experience, and broker-dealer accounting knowledge. The role offers a base salary range of $75,000 - $115,000 plus bonus and benefits.

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.

Principal Responsibilities

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.

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