Bookkeeper

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.

Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.

The Bookkeeper position will be a key position within the organization and the finance department, reporting to the Senior Controller and ensuring all aspects of day-to-day finances are running smoothly. It presents an exciting opportunity to join a successful start-up as it accelerates its growth. You will join a growing team excited with the challenge of growing both the finance department and the company into one of the largest FinTech companies in the world. You’ll find yourself regularly expanding in your career, with support from management and mentors. You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.

Responsibilities

The role's responsibilities include full ownership on all bookkeeping aspects for our US entity:

• Accounts payables management
• Accounts receivables management
• Bank reconciliations
• Credit cards reconciliations
• Employees expense reports
• Monthly, quarterly, and yearly closing processes to ensure completeness and accuracy
• Oversee external vendor for payroll process
• Reports to authorities (eg. Annual 1099 submissions)
• Support the annual audit process
• Ad-hoc tasks as required
  
  

• Certified bookkeeper (Type 3)
• At least 5 years of experience as an independent bookkeeper in a global company (preferably Tech companies)
• Working in a fast pace growing startup company - strong advantage
• Experience with ERP system (preferably - Netsuite)
• Ability to work independently
• High-level of English, verbal and written - required
• Strong Excel skills
• Highly motivated and committed, ability to work in a fast-paced work environment and meet deadlines
• Experience with bookkeeping of US companies
  
  

• Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
• Team Culture: A collegial, collaborative, fun work environment with frequent team events
• Professional Development: Sponsored learning & development program
• Work Flexibility: A hybrid office work model (In-Office Mon/Tues/Weds and WFH Sun//Thurs)