Accountant/Bookkeeper

About Ritholtz Wealth

Ritholtz Wealth is a $9+ billion, 100% employee-owned Registered Investment Advisory (RIA) firm headquartered in New York City with clients and employees across the country. We are a growing, cutting-edge RIA seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients.

Many of our clients started as followers of our substantial media and content footprint, which includes weekly podcasts and video content on The Compound. Our employees enjoy being part of a dynamic team, working with an innovative firm that is shaping the investing future. We provide better client outcomes through leading content and communication, technology solutions, and time-tested investment strategies. Ritholtz has found its niche in reaching clients through entertaining and informative content while providing better solutions by taking on new opportunities, all while leaving our own personal footprint within the industry through events like the Future Proof Festival.

Position Summary

We are seeking a detail-oriented and highly organized Accountant/Bookkeeper to join our finance team. In this critical role, you will oversee all accounting operations, maintain financial integrity, and ensure compliance with GAAP standards and regulatory requirements. Working directly with the CFO, you will be responsible for managing accounts, payroll, audits, and financial reporting while collaborating with program leadership to ensure financial efficacy across the organization.

Key Responsibilities

• Oversee accounts, ledgers, and reporting systems, ensuring compliance with GAAP standards and all applicable regulatory requirements
• Maintain internal controls and safeguards for revenue receipt, cost management, and program budgets; monitor actual expenditures against projections
• Manage and fully control the company's payroll and benefits administration platform, ensuring timely and accurate processing
• Coordinate all audit activities, including preparation of audit materials and liaison with external auditors
• Present financial reports in an accurate and timely manner; prepare and clearly communicate monthly, quarterly, and annual financial statements
• Monitor financial progress and changes; keep senior leadership abreast of the Company's financial status through regular reporting
• Oversee all financial and business unit accounting; ensure expenditures are consistently aligned with departmental budgets and forecasts
• Manage organizational cash flow forecasting by partnering with business unit leaders and senior management
• Continuously collaborate with business unit leaders and senior management to assess financial performance and establish finance and administrative systems to support operations
• Work cross-functionally across the firm to support business initiatives and provide financial insights to support strategic decision-making
• Manage and track the performance of company assets in accordance with organizational policies and finance committee guidance

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 3-5 years of professional accounting or bookkeeping experience
• Strong knowledge of GAAP and accounting principles
• Knowledge of SEC/FINRA compliance requirements and RIA operational regulations
• Proficiency in accounting software, cloud-based systems, and Microsoft Office Suite (Excel expertise required)
• Ability to leverage technology tools for process automation and efficiency improvements
• Strong analytical skills with ability to create financial dashboards and provide data-driven insights to senior leadership
• Demonstrated ability to manage multiple priorities and meet tight deadlines
• Excellent attention to detail and strong analytical skills
• Strong communication skills, both written and oral; ability to clearly convey complex financial information to diverse stakeholders
• Ability to work independently and as part of a collaborative team, with strong cross-functional communication skills
• Intellectual curiosity and comfort with rapid change and learning new technologies

Preferred Qualifications

• CPA or progress toward CPA certification
• Experience in a Registered Investment Advisory (RIA) or financial services firm
• Experience with advanced Excel, data analytics, or business intelligence tools
• Experience with payroll management systems and benefits administration
• Experience preparing for and coordinating audits
• Exposure to process improvement and automation initiatives

Core Competencies

• Financial analysis, reporting, and data visualization
• Internal controls, compliance, and regulatory knowledge (SEC/FINRA)
• Attention to detail and accuracy
• Process improvement and automation mindset
• Problem-solving and strategic analytical thinking
• Cross-functional collaboration and stakeholder management
• Adaptability and comfort with continuous learning in a fast-paced, innovative environment

Compensation & Benefits

The annual base pay range for this role is $85,000 – $105,000, commensurate with experience, plus comprehensive benefits. The salary offered will be determined by, but not limited to, experience, education, skill, location, and credentials.

Work Arrangement & Location

This position is hybrid with regular travel to our New York City office for in-person collaboration. Applicants must be located in the greater New York metropolitan area to be considered.

This job description is intended to describe the general nature and level of work being performed. It is not an exhaustive list of all responsibilities, duties, and skills required.