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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, compliance with US GAAP, and management of month-end close processes. Proficient in automating finance workflows and managing regulatory reporting in a fintech or regulated environment.
Highest-signal resume keywords
Financial Reporting ComplianceMonth-End Close ManagementRegulatory Reporting ExperienceAutomation of Finance ProcessesCPA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Journal EntriesReconciliationsVariance AnalysisForecastingManagement ReportingFinancial ControlsTax ReportingDigital Asset AccountingAccounts Payable ManagementERP Systems
Soft Skills
Strong Communication SkillsOwnershipCollaborationCuriosity
Tools & Technologies
NetSuiteQuickBooksPriorityBrexExpensify
Certifications & Qualifications
CPASeries 27Series 28
Industry Keywords
FintechFinancial ServicesBroker-DealerUS GAAPCryptoBlockchainDigital AssetsRegulatory Environment
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own key elements of the month-end close, including journal entries, reconciliations, variance analysis, forecasting and management reporting
- Ensure financial reporting complies with US GAAP and applicable regulatory requirements
- Support regulatory reporting across US entities, including FOCUS reports, NMLS call reports, DFS reporting and transaction-level reporting for MSB and Virtual Currency operations
- Partner with the US Controller and global Finance teams on intercompany reconciliations, cash postings, prepaid expenses, fixed assets and accounting adjustments
- Support crypto and digital asset operations, including custody processes and digital asset accounting requirements
- Manage Accounts Payable activities, including vendors, invoices, purchase orders, wires and corporate spend platforms such as Brex and Expensify
- Support financial, regulatory and tax audits
- Own client and vendor tax reporting requirements, including W-9, W-8 and 1099 reporting, alongside external tax advisors
- Identify control gaps and build scalable processes that improve accuracy and audit readiness
- Use automation and AI-enabled tools to streamline finance workflows, reduce manual work and accelerate month-end close
- Take ownership of ad hoc projects and evolving priorities across multiple regulated US entities
Requirements
What you’ll need- 3+ years of accounting experience, ideally combining public accounting with industry experience
- Experience within a broker-dealer, fintech, financial services or regulated environment is strongly preferred
- Degree in Accounting, Finance or a related discipline
- CPA preferred; Series 27 or 28 would be a strong advantage
- Experience working with ERP and finance systems such as NetSuite, QuickBooks or Priority
- Strong understanding of financial controls, reconciliations and month-end close processes
- Track record of automating, simplifying or improving finance processes
- Comfortable managing multiple priorities and collaborating with colleagues across different teams and time zones
- Strong communication skills and confidence to take ownership
- Curiosity about crypto, blockchain and digital assets, and interest in the evolving financial landscape
Benefits
Comp & perks- Comprehensive benefits package
- Cell phone stipend
- Daily lunch allowance
- Gym stipend
- 6% 401K match
- 100% insurance coverage for the employee
- Additional leave / recharge days
- eToro trading credits
