About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). We're also Great Place to Work Certified and shortlisted for Fortune's Best Workplaces in New York. Come help us scale!

The Role:

The Accounting Manager will be the driving force behind our day-to-day accounting operations while building the financial infrastructure required to scale. This individual will own the month-end close, manage core operational accounting functions, drive system implementations and help prepare for the first financial audit.

The Accounting Manager will discover and use AI tools (e.g. Claude Cowork, Gemini, Granola, etc.) to automate workstreams. If you love building processes from scratch and thrive in a dynamic environment, this is the role for you.

Responsibilities:

• Lead the month-end, quarter-end and year-end close processes, ensuring accuracy and timely delivery of financial statements in accordance with US GAAP.

• Oversee critical daily accounting operations, including Accounts Payable, Accounts Receivable and expense management.

• Leverage AI tools to execute core accounting workflows and reduce manual work.

• Assist in the administration and optimization of the financial tech stack (e.g., transitioning from Quickbooks to AI-native ERP, managing tools like Numeric, Brex and Navan).

• Serve as a key liaison for external auditors, preparing work papers, schedules and technical accounting memos to prepare for the first financial audit.

• Collaborate closely with FP&A, People and Legal teams to ensure data integrity and support department-level budgeting and forecasting.

• Assist with tax research and compliance, including 1099s.
  

Must Have:

• 5+ years of progressive accounting experience, ideally with a mix of Big 4 public accounting and in-house at a venture-backed company.

• Bachelor’s degree in Accounting or a related field with an active CPA license.

• Experience with ERP systems (e.g. Netsuite, Campfire, Rillet, Quickbooks) and modern finance tools (e.g. Stripe, Rippling, Brex, Salesforce).

• Strong knowledge of data tools and advanced skills in Excel/Google Sheets.

• High degree of flexibility and the ability to pivot quickly as business priorities change.

• Excellent written and verbal communication skills, with the ability to explain complex accounting concepts to non-finance stakeholders.

Nice to Have:

• Experience in wealth management, fintech or custodial billing environments.

• Experience supporting audit processes or designing financial controls.

• Experience working with engineering and product to provide accounting requirements

Benefits:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)