GTM Planning Manager (Remote)
•Jobgether· 4h
✨ Other⏰ Full-time👔 Executive📍 Philippines
4h ago
Jump App·about 1 month ago
Location - Draper, UT preferred, Remote ok
Reports to: Brock Beyer, Controller
About the Role
We’re looking for a Senior Accountant to help power Jump’s next stage of growth by ensuring our financial operations are accurate, scalable, and well-controlled. You’ll play a critical role in owning core accounting processes—from revenue recognition and month-end close to reconciliations and reporting—bringing rigor, clarity, and strong judgment to everything you touch.
You’ll partner closely with Finance and cross-functional leaders to strengthen our accounting foundation, improve processes as we scale, and ensure our financials tell a clear and trustworthy story.
Financial Reporting & Close – Own and execute key components of the monthly and annual close with accuracy and discipline. Prepare and review journal entries, reconciliations, and variance analyses to ensure financial statements are complete, timely, and reliable. Partner with Finance leadership to continuously improve close timelines and reporting quality.
AI Focus / Critical Thinking – Apply critical thinking and sound judgment to complex or ambiguous accounting scenarios. Leverage modern tools, including AI-enabled systems, to analyze data, identify anomalies, and improve efficiency—while maintaining accountability for accuracy and decision-making.
General Ledger Management – Maintain the integrity of the general ledger by ensuring transactions are properly classified, supported, and reconciled. Proactively identify and resolve discrepancies, enforce accounting standards, and ensure consistent application of policies across accounts and periods.
Process Improvements – Identify opportunities to streamline accounting workflows through automation, standardization, and better system usage. Design and implement scalable processes that reduce manual effort, improve accuracy, and support the company’s growth without adding unnecessary complexity.
Audit / Compliance – Ensure compliance with GAAP, internal accounting policies, and audit requirements. Prepare audit schedules, support external auditors, and maintain strong documentation and controls. Anticipate risk areas and help strengthen internal controls as the business scales.
About You
3–5+ years of experience in accounting, ideally in a high-growth SaaS or technology environment, with hands-on ownership of month-end close, reconciliations, and financial reporting
Detail-obsessed and systems-minded—you notice when numbers don’t tie out, understand why they don’t, and enjoy building cleaner, more reliable accounting processes
Comfortable operating in ambiguity, bringing structure and discipline without overengineering or slowing the business down
Tech-forward and curious, experienced with modern accounting and finance tools (e.g. Rillet, Ramp, Sphere, Stripe, Salesforce) and motivated to improve how systems and data work together as the company scales
Deeply committed to accuracy, integrity, and trust, knowing that strong financials enable better decisions across the business
Excited to join an early-stage AI company, helping modernize how financial advisors and financial services firms operate
Compelled by Jump’s mission, customers, and people
A natural embodiment of Jump’s values: Velocity, World Class, Direct/Kind/No Drama, and Day 1
What You’ve Done
Applied AI & Creative Problem-Solving to Accounting Work – You’ve gone beyond traditional accounting playbooks by leveraging AI and modern tools to analyze data, surface anomalies, accelerate close activities, and improve decision-making. You think critically about how work gets done—not just what gets done—and consistently look for smarter, more scalable ways to operate while maintaining accuracy and control.
Owned Core Accounting Processes – You’ve taken ownership of key areas of the general ledger, including journal entries, account reconciliations, and variance analysis, ensuring clean, accurate, and timely monthly closes.
Supported Revenue & SaaS Accounting – You’ve partnered with Finance and RevOps teams to ensure billing activity aligns with contracts, renewals, credits, and revenue recognition, maintaining reliable customer- and contract-level accounting records.
Improved Accounting Systems & Workflows – You’ve worked within modern accounting stacks and helped implement or refine systems and processes that improved automation, accuracy, and scalability as the business grew.
Ensured Audit-Ready Financials – You’ve maintained well-documented, compliant records and supported audits, internal controls, and adherence to GAAP and internal accounting policies.
Collaborated Cross-Functionally – You’ve worked closely with Finance leadership, RevOps, and Customer Success to resolve accounting issues, provide financial clarity, and support better decision-making across the business.
Delivered with Startup Velocity – You’ve thrived in fast-moving, high-growth environments by balancing precision with speed and adapting processes as the company scales.
Raised the Bar for Accounting Excellence – You take pride in building accounting operations that are dependable, transparent, and trusted—earning a reputation as someone who strengthens the financial foundation as the business grows.
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.
Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.
Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere