Accounting Analyst

Job Title: Accounting Analyst

Position Location: Chicago, IL

In Person Requirements: 1 day in office weekly

The Company:

Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 8x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.

The Position:

We are looking for a talented professional to join our growing finance and accounting team.

What are we looking for? You are tech-savvy, a great analytical problem solver, and clear communicator. You are a leader that’s not afraid to get your hands dirty and can get things done with minimal guidance. You demonstrate high energy and passion for your work. You are super organized, possess technical accounting and reporting skills, and would like to work in a high growth environment. You are interested in taking ownership of your work and building a company as a member of a high-performing team.

What You’ll Be Doing:

• Own key accounts payable and expense recognition processes within the accounting organization.
• Participate in monthly close including review of journal entries and account reconciliations, as well as financial reporting
• Generate key metric and financial reports directly to CFO
• Working with technology and accounting systems to prepare the company’s financial statements w/ particular focus on bills and expense accruals
• Research, upgrade and document internal controls, procedures and policies
• Complete and support special projects aimed at improving our operational efficiency and reporting

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, or a related field
• Relevant work, extracurricular experience
• Familiarity with Sage Intacct preferred

You Are:

• Interested and curious about the financial markets. You follow the markets and are prepared to join in on daily conversations
• Meticulous. Your attention to detail is unmatched
• Creative. Always looking for new, relatable ways to solve building problems.
• Organized. You know how to manage multiple projects and competing priorities to create an actionable plan and get the most impactful work done
• A self-starter. You’re always ready to roll up your sleeves and jump on opportunities when you see them without being asked
• A true team player. You think across the full spectrum of channels available to us
• Data driven. You seek out data to inform your approach and constantly iterate on what you’re doing based on what’s working and what’s not

Awards and Accolades:

• 8x Inc. 5000 “Fastest Growing Companies”
• American Banker's "Best Fintechs to Work For"
• Built in Chicago’s “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Places to Work”
• Inc.’s “Top Regionals: Midwest”
• Crain's "Best Places to Work in Chicago"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s “Best Places to Work”
• Hired’s “Top Employers Winning Tech Talent”
• RepVue's "Reppy Award" for Top Rated Chicago Sales Organizations

Perks & Rec:

• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• Flexible Spending Accounts (Healthcare and Dependent Care)
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, and “Celebration Days”
• DEI commitment
• Continued education annual stipend
• Opportunity to join committees (YCollective, Women at YCharts, and more!)
• Summer hours— we head out early during the warm months!

In-Office Perks:

• Weekly Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings including an annual celebration in Chicago!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come.