Finance Specialist - Accounting & FP&A

Facet is a fast-growing fintech company revolutionizing personal finance. We’re building a future where everyone may enrich their lives beyond expectation through our powerful combination of cutting-edge technology and personalized guidance. 

We believe that unbiased, personalized financial advice that integrates into every facet of life is essential to living well. People’s financial lives are dynamic and ever-evolving, so we cover everything money touches–from starting a business to buying real estate to your investments and much more. Facet believes financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional–the highest certification possible.

Role Description

We are looking for an Finance Specialist - Accounting and FP&A to help drive our financial success at Facet. This is a hybrid role with accounting at its core, and complementary financial planning and analysis (FP&A) responsibilities, giving you a holistic view of our business. You will be a key player in ensuring the integrity of our financial records, transactions and forecasts, collaborating with teams across the company to support timely and accurate financial reporting. If you have a meticulous eye for detail and are a quick learner, this is an incredible opportunity to gain valuable experience at a fast-growing FinTech company focused on making a real impact.

Responsibilities:

• Accounting
• Assist with general ledger maintenance, ensuring all transactions are recorded accurately and timely.
• Support the month-end and year-end close process, including preparing journal entries, reconciliations, and financial schedules.
• Assist in the preparation of US GAAP-compliant financial statements, footnotes and supporting schedules.
• Perform recurring accounting activities including account reconciliations and transaction reviews to maintain accurate, timely, and US GAAP-compliant financial records.
• Support accounts payable process, ensuring accuracy, timeliness, and adherence to company policies.
• Prepare and maintain documentation to support the external audit, including audit schedules and reconciliations.
• Contribute to the development and improvement of accounting policies, internal controls, and process automation initiatives.  

• Financial Planning & Analysis (FP&A)
• Help update and maintain the company's financial model to support forecasting and budgeting.
• Support the preparation of monthly financial reporting packages and dashboards for leadership, providing clear insights into business performance.
• Act as relied-upon cross-functional business partner, helping build models to evaluate and support ad-hoc strategic initiatives.
• Assist with routine variance analysis, helping to identify and explain performance against plan and prior periods.