Senior Revenue Accountant; AUM

Overview

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork, and more.

Human Interest is seeking a Senior Revenue Accountant, reporting to the Senior Manager of Revenue Accounting, to join our accounting team. This role will own and manage the complete and accurate recognition of assets under management (AUM) revenue and related controls. The individual will work closely with cross-functional teams to drive operational efficiencies, leveraging AI to support the company’s growth. The ideal candidate is a curious, adaptable, self-starter who possesses working knowledge and experience in revenue accounting operations, GAAP (specifically ASC 606), comfortable with ambiguity and large datasets, and capability to implement ways to simplify the complex and automate the manual.

Help us build the scalable infrastructure to support our rapid growth, delivering the impact and value to ensure our revenue operations are as sophisticated as our retirement products.

• Own and maintain the controls and procedures for proper revenue recognition, playing a key role in month end close activities, including preparing journal entries with supporting schedules, reconciling accounts, and analyzing data into insightful financial narratives.
• Be the SME for AUM revenue, bridging the gap between data, operations, and technical GAAP compliance. Including, providing assistance to internal stakeholders regarding assessment and collection issues to resolution.
• Be a pioneer and support AI enabled process and system improvements to streamline revenue tasks to shorten our close cycle while maintaining completeness and accuracy.
• Act as a strategic partner to FP&A, providing the data-driven insights that steer company-wide financial decisions and modeling. Including, identifying and resolving issues and finding ways to prevent them going forward.
• Ensure audit-ready documentation and serve as the primary contact for external auditors on AUM-related inquiries.

• Degree in Accounting, Finance or related field. CPA strongly preferred.
• Minimum of 3 years of related professional experience, SaaS/software and/or Financial Services industry preferred
• Strong written and oral communication skills, with the ability to adapt and succinctly explain complex revenue operations and accounting concepts.
• Tech forward mindset:
  Advanced skills in Microsoft Excel and experience with AI prompt engineering
• Experience with Net Suite and Salesforce is strongly preferred.

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

Human Interest is tackling one of our country’s biggest challenges - closing the retirement gap. You’ll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team.

We value hard work and recognize that our team’s contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right.…