Senior Accountant

Nextcapital Chicago , IL 60603

Posted 3 weeks ago


NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors, whether theyre saving for retirement in a 401(k) or IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution provides better outcomes for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable advice methodology and fiduciary roles.

Learn more about NextCapital at


We're looking for an organized and highly motivated Senior Accountant to join our team. Our Money team manages all corporate finance and accounting. You will be responsible for closing the books, improving our financial reporting and driving financial operational excellence.

The ideal candidate is a collaborative problem-solver with a can-do attitude, high integrity and natural curiosity and desire to learn.


  • Execute month-end close procedures
  • Own of month-end close workpapers
  • Assist with financial statement preparation and reporting
  • Prepare and post of journal entries
  • Support receivables, payables and payroll processes
  • Proactively identify process improvement opportunities
  • Assist with projects to drive down the cost of processing transactions
  • Assist with monthly variance and change analysis along with actual vs budget reporting
  • Ad hoc reporting


  • Responsible for the accounting function end-to-end
  • Drive financial planning, including forecasting, resource planning and cash optimization and supporting strategic decisions
  • Bring in-house and building out tax strategy and compliance



  • You have at least 2 years experience in an accounting or audit role
  • You have post-high school education in accounting, finance or other relevant discipline
  • You have thorough knowledge of GAAP
  • You are an exceptional communicator
  • You are organized and detail oriented
  • You are comfortable working with data and/or have basic SQL knowledge
  • You are proficient with Sage Intacct general ledger software and spreadsheets (Excel / G Sheets)
  • PLUS: You have experience with software companies



  • Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
  • Have a direct impact on the strategic growth and scale of the company
  • Enjoy a laid back work environment & learn from FinTechs best & brightest
  • Receive great benefits like stock options, 401(k) match, and employer contributions to health, dental and vision coverage
  • Join a fast growing company where you can have a real impact on the company's future
  • When the COVID-19 pandemic cools down, participate in company-sponsored cornhole leagues, company outings, wine tastings, fantasy football leagues, hackathons and other fun events
  • When our pandemic remoteness ends, enjoy a newly built out office on Michigan Avenue with a view of Millennium Park and Lake Michigan
  • And, yes, when were able to safely re-convene in a physical space, sip locally roasted coffee, kombucha, or craft beer at your modular sitting/standing desk
  • Participate in women in tech events and service days at local organizations
  • Relax with monthly, company wide, guided meditation sessions
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