Director, Revenue Accounting
Savvy Wealth
- Salary
- $180k - $220k
- Experience
- 8+ yrs
- Location
- New York City, New York, United States
- Job type
- Full-time
Required skills
- Netsuite
- Campfire
- Orion
- AdvicePay
- Claude
About the role
CPA with Bachelor's in Accounting or Finance; 8+ years accounting experience with 3+ in financial services; direct RIA or broker-dealer experience; ASC 606 and ASC 326 knowledge; ERP and revenue engine proficiency.
About Savvy Wealth
Technology-enabled wealth management platform serving independent financial advisors with software, operations, compliance, and marketing support.
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