Facet

Accountant

• Execute recurring accounting processes including accounts receivable, accounts payable, cash activity tracking, credit card coding oversight, deposit processing, and employee reimbursements
• Manage month-end operational workflows and coordinate with the Finance Manager to ensure a timely close
• Perform monthly balance sheet reconciliations and maintain supporting schedules
• Use Deltek Vantagepoint to support project accounting, billing, financial reporting, and month-end accounting processes
• Identify inefficiencies and implement scalable process improvements
• Process assigned invoices and review drafted invoices for accuracy and completeness
• Maintain billing rate sheets and ensure accurate invoice packaging, review, and submission
• Investigate aged balances and communicate with clients regarding outstanding invoices
• Coordinate collections or lien efforts with department leaders
• Resolve billing errors and troubleshoot invoicing issues with Project Managers and the Finance Manager
• Assist Project Managers with project setup, budget alignment, revenue recognition, and cost tracking
• Coordinate payment cycles and manage subconsultant invoice processing, documentation compliance, and vendor relationships
• Maintain vendor records, including W-9s, certificates of insurance, and business license renewals
• Assist with tax reporting documents and preliminary tax work for external CPA partners
• Prepare and file quarterly local tax returns, payroll-related returns, and B&O returns
• Support external accounting partners with headcount reporting, financial data, and compliance documentation
• Produce compliance reports such as B2GNow and support accounting setup for new states and municipalities
• Prepare adjusting journal entries for prepaids, accruals, reclasses, and other month-end activities
• Generate financial, project, and management reports
• Support annual audit and financial review activities

Staff Accountant

Director

• Guide a dedicated team of CFP® professionals through technical and interpersonal coaching
• Build trust and help planners deliver clear, actionable advice
• Serve as internal lead and authority on a specific planning domain
• Develop scalable frameworks, teaching tools, and firm-wide best practices
• Represent Planning in cross-functional discussions with Product, Engineering, Marketing, and Compliance
• Ensure tools and client communications reflect planning realities
• Manage a small book of 25–35 client relationships, approximately 15% of the time
• Test new practice initiatives, run live demonstration sessions, and maintain understanding of the member experience

Principal Director, Planning

Onboarding Specialist

• Translate advice standards, career pathways, and AI-driven quality rubrics into practical onboarding programs, ongoing skill drills, and career progression modules
• Partner with the Senior Director to translate advice strategy, behavioral coaching frameworks, and career pathways into live, scalable training programs
• Serve as the primary operational point of contact across a planner's first 90 days
• Facilitate hands-on training for planners on Facet’s proprietary tech ecosystem and AI tools
• Collaborate with Operations, Compliance, People, Planning Leadership, and other cross-functional leaders to enable successful onboarding
• Own setup logistics and administrative readiness for rolling hiring cohorts
• Track early learning retention, tool adoption, and performance indicators during the first 90 days
• Deploy targeted interventions for lagging indicators
• Execute structured handoffs and provide Planning Leaders with visibility into new-hire readiness, strengths, and coaching needs
• Operationalize and facilitate career path training modules
• Run upskilling modules and practice drills for transitions across career tiers
• Facilitate regular training sessions and practice drills for existing planner cohorts
• Train planning leaders on practice drills and 1:1 coaching frameworks
• Collect feedback to refine enablement playbooks and identify curriculum gaps

Staff Accountant

Principal Director, Planning

Senior Planner, Training & Onboarding Manager