Facet is disrupting the wealth management industry. Our innovative technology and unique advisor model allow us to deliver high quality financial services previously available only to the very wealthy, to the 33 million mass affluent households in the US. As a company, our goals are:
Help millions of Americans achieve their financial goals through high quality financial advice previously not available
Build the next generation of financial planning and financial life management tools that redefine how wealth management is delivered
Create a company culture that is as fun as it is stimulating
Our Promise to You
A-players: Life is too short to work with people who aren’t rockstars
Data Wins: We are objective to a fault
Integrity: Helping people with their money requires incredible trust. We do not take this lightly.
Everyone Has a Voice: Great ideas can come from anywhere. We will always listen
Continuous Improvement: we commit to always asking how we can be better, in everything that we do (including the hiring process!)
Why This Job Is Awesome
We are a passionate group of people who wholeheartedly believe in always acting in the best interest of our clients. We have fun, take everyday as a new challenge and encourage creativity. If you thrive in transparency, constant role evolution and aren’t too bad at darts and cornhole, apply now!
The Job - What we need
We are looking for a Controller to manage the finance and accounting operations of our growing company. You will report directly to the CFO. You will be responsible for developing and implementing monthly closing processes, working with each department to create meaningful financial reporting, and working closely with the CFO to develop and maintain appropriate accounting policies. We are a fast-growing, well funded early stage company and you will be on the ground floor for developing our professionalized finance operation.
You have 3 to 5 years of relevant experience in accounting and finance at a company with a demonstrated record of success and excellence
You have a CPA or relevant accounting experience
You have experience with creating and implementing financial and accounting processes in a high-growth environment
You’re looking to get in on the ground floor of an exciting startup with a proven leadership team
You are detail oriented but know how to work quickly
You can analyze processes and suggest improvements for efficiency and accuracy
You are the responsible party for revenue recognition
You are the point person for cash reconciliation
You run the monthly close process
You provide useful, detailed, accurate and timely reports to management and the CFO
You are a key part of the budgeting and forecasting process
You collaborate with the CFO to create a positive feedback loop between finance and the organization
Competitive salary and equity: we pay up for the best talent
Report directly to the CFO
Unlimited vacation: we trust you
All the benefits: health insurance, 401(k), etc (oh, and a dedicated financial planner)
Work with the best: see our A-player credo above
Take a shot at helping millions of people live better financial lives
About Facet Wealth
Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households. We also work with financial services professionals as a solution for small accounts.
At Facet our clients work with a dedicated CFP® Professional, who is trustworthy, insightful and proactive. We take time to match you with the right CFP® Professional and don’t pass you from person to person.
Here, you always work with one CFP® Professional consistently. He or she really takes time to get to know you as a person which helps them gain a deep understanding of your needs, your goals and your dreams.
From there, they can create your individually tailored financial plan. We don’t believe in charging fees based on assets under management or hiding behind commissions. Those kinds of pay structures are a barrier to financial planning for a lot of people.