Wealth Access is changing how financial institutions interact with their customers by delivering data insights that power hyper-personalized digital banking and wealth management experiences.
Our enterprise customer data unification platform integrates with existing systems to generate insightful analytics that provides a unified financial picture all in one place, enabling better business decisions and exceptional client experiences.
Our data unification SaaS platform is designed for financial institutions. It allows them to help their clients via a customer portal backed by all their financial data shown in a single place. We are looking for someone who loves helping us make the financial world clearer for everyone.
Job Description
With massive growth ahead for Wealth Access, we’re looking for a Staff Accountant to join our team. The ideal candidate will be responsible for supporting the daily functions of the accounting department, including preparing and reconciling accounts, maintaining accurate general ledger records, and assisting with month-end and year-end close processes.
Responsibilities
- Assist in the preparation and posting of journal entries.
- Reconcile bank statement and general ledger accounts.
- Support the month-end and year-end close process.
- Process vendor invoices and employee expense reports.
- Reviewing and processing vendor invoices
- Verifying the accuracy of charges and proper approval
- Reconciling vendor statements and resolving discrepancies
- Scheduling and processing payments in a timely manner
- Help maintain organized accounting files and documentation.
- Support with external audits by preparing schedules and gathering required documentation.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field
- At least two years’ experience in accounting or a related field
- Basic understanding of accounting principles (GAAP)
- Strong attention to detail and accuracy
- Proficiency within Microsoft Excel and familiarity with accounting systems (QuickBooks, Sage Intacct)
Why Join Us:
- Innovative Environment: Work with cutting-edge technology in the rapidly evolving wealth tech sector.
- Professional Growth: Opportunities for career advancement and professional development.
- Collaborative Culture: Join a dynamic team that values collaboration, innovation, and excellence.
- Competitive Compensation: Attractive salary and benefits package including flexible PTO, a company-funded HSA, 401k, and paid parking at our downtown Nashville location.
Wealth Access is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
About Wealth Access
Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.
As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
Top Skills
What We Do
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
