Overview

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 5x 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 new candidate to join our growing finance and accounting team.

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:

  • Participate in monthly close including review of journal entries and account reconciliations, as well as reporting
  • Perform key revenue recognition processes and report key metrics / financial updates directly to CFO
  • Working with technology and accounting systems to prepare the company’s financial statements
  • Daily tasks to reconcile revenue, cash and other metrics important to driving the business forward
  • Research, upgrade and document internal controls, procedures and policies
  • Assist in ongoing initiative to revamp internal administrative accounting systems
  • Coordinate with customer success team to address customer contract fulfillment and related issues
  • 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

Y YCHARTS?:

  • 5x Inc. 5000 “Fastest Growing Companies”
  • American Banker’s 2020 and 2021 “#1 Best Fintechs to Work For”
  • Built in Chicago’s 2022 “​​Best Places to Work” and “Best Small Company to Work For”
  • Inc.’s “Best Places to Work”
  • Inc.’s “Top Regionals: Midwest”
  • Fintech Global’s “WealthTech 100”
  • Crain’s “Best Places to Work in Chicago”
  • Deloitte’s “Technology Fast 500”
  • InvestmentNews’ “Biggest Fintech Innovations”
  • Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
  • 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
  • Business Intelligent Group’s 2022 Best Places to Work
  • WatersTechnology’s Most Innovative 3rd Party Tech Vendor

PERKS & REC:

  • Chicago (River North) & NY (Chelsea) offices with flexible remote options
  • 100% Employer-covered medical, dental & vision insurance
  • 401(k) match
  • Paid parental leave
  • Generous PTO including Vacation, Paid Holidays, Sick Days and “Celebration Days”
  • DEI commitment
  • Continued education via “Starbucks and Study”
  • Summer hours— we head out early during the warm months!

IN-OFFICE PERKS:

  • $60/week 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, Whirlyball, community service, baseball games and happy hours!

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. Want to help us?

Learn more about our culture (video)