Director, Revenue Accounting

The role

You will drive revenue accounting operations, accounts receivable accounting, and financial reporting processes. You will design processes and policies, build the Campfire revenue module, and manage revenue share payments.

What you will do

• Manage daily revenue accounting operations and ensure accurate revenue recognition in compliance with ASC 606
• Own the month-end revenue close process
• Manage comprehensive accounts receivable accounting functions
• Ensure accurate commission calculations and recognition under US GAAP
• Lead quarterly CECL aging analysis to ensure consistent application of ASC 326
• Ensure compliance with SEC and FINRA rules and reporting
• Perform regular month-end close flux analysis
• Collaborate cross-functionally with Operations, RevOps, Sales, Legal, and other business partners
• Support revenue accounting system initiatives
• Lead audit coordination and serve as primary contact for external auditors

Required qualifications

• CPA with a Bachelor's Degree in Accounting or Finance (or equivalent experience)
• 8+ years of accounting experience
• At least 3 years in financial services industry
• Direct experience at a wealth management firm, RIA or broker-dealer
• Understand AUM fee billing, custodian cash flows and revenue share payout models
• Strong knowledge of ASC 606 Revenue from Contracts with Customers & ASC 326 Credit Impairment
• Experience with custodian cash application, accounts receivable accounting and financial reporting
• Proficiency with mainstream ERP systems and revenue engines such as Netsuite, Campfire, Orion, AdvicePay, etc.
• Experience in collaborating across departments to influence change
• Attention to detail, excellent communication skills, and strong sense of teamwork
• Ability to work independently and prioritize in a fast-paced environment
• Strong sense of ownership and independence

Nice to have

• Experience in a growing fintech business, preferably in startup or high-growth environments
• Experience with SEC/FINRA regulated entities
• Passion for data integrity, comfort with large datasets, and enjoyment of solving complex problems
• Exceptional business acumen with ability to translate complex financial concepts into actionable insights for non-finance stakeholders

Benefits

• Competitive salary and equity package
• Generous relocation package to help top talent make the move to our NYC office
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) (including Mega backdoor Roth options)
• Commuter, and HSA/FSA plans
• Lunch and snacks provided in the office, & dinner if you stay late
• Access to virtual mental health care (Spring Health) and health concierge (Rightway)
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About the company

Savvy is a registered investment advisor (RIA) that provides a modern, AI-native home for independent financial advisors. It is a Series C company with 170+ people and $200M raised.