Finance - Controller

Webull Financial • New York, NY

107d

About The Position

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. The Finance team here at Webull plays a critical role in driving our company's success. This collaborative, hardworking, and fun team operates downstream from every product, getting deep exposure to the company's operations and performance. As we prepare for our public listing on Nasdaq through a SPAC transaction, we are growing rapidly and are excited to expand our U.S. Finance team. We are looking for a Senior Accountant to join this world-class Finance team. Someone who thrives in a team-first environment, values collaboration, and is eager to grow with us during this exciting time of expansion. Reporting directly to our Chief Financial Officer of Futures, the Senior Accountant will be responsible for key accounting functions while collaborating across various departments and products, playing a key role in preparing customer reserve calculations for future and brokerage clients.

Requirements

• Bachelor's degree (or higher) in Accounting or Finance.
• 3+ years of previous experience as an Accountant/Senior Accountant.
• Knowledge of U.S Generally Accepted Accounting Principles (GAAP).
• Experience with self-clearing and/or omnibus broker-dealer accounting.
• Working knowledge of broker-dealer rules and regulations.
• A self-motivated, detail-oriented, and entrepreneurial mindset.
• Strong analytical and problem-solving skills.
• Proficiency in accounting.

Nice To Haves

• CPA Certification
• Series 3 or Series 27 licenses
• Experience with Futures and/or Commodities
• Corporate tax experience
• Experience working with Oracle Cloud G/L
• Public audit experience in broker-dealer environments
• Experience with public company accounting and SOX controls
• You are an independent thinker with excellent interpersonal and leadership abilities
• You value shared success and collaboration

Responsibilities

• Collaborate with back office, compliance, margin teams, and programmers to maintain accurate balance sheet and profit & loss accounts.
• Assist with the month-end closing process, including reconciling accounts, booking closing entries, and analyzing fluctuations.
• Assist in preparation of customer reserve calculations for futures and brokerage customers.
• Support tax and regulatory filings.
• Implement and monitor effective internal controls.
• Develop and enhance reconciliations to improve efficiency and accuracy.
• Streamline systems and processes to automate and eliminate manual accounting functions.
• Coordinate annual audits and prepare financial statements in accordance with GAAP.
• Act as a liaison with internal/external auditors, tax accountants, and regulatory teams.

Benefits

• Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays.
• Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
• Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree