---
title: 'Director, Revenue Accounting at Savvy Wealth'
canonical: 'https://feeny.ai/job/director-revenue-accounting-savvy-wealth-new-york-s5gyjd9fs55y'
type: 'job'
last_seen: '2026-10-17'
---

# Director, Revenue Accounting at Savvy Wealth

- **Company:** Savvy Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-14
- **Last confirmed live:** 2026-10-17
- **Apply:** https://jobs.ashbyhq.com/savvy/6041d49c-020a-4141-bf2f-0bc125043f2b

## Job description

About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition: We're a Certified Great Place to Work and have been honored for our culture and our growth:

- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York™ (2026)
- Great Place to Work Certified™

The Role: Savvy Wealth is seeking its first dedicated revenue accounting leader. In this position, you will drive revenue accounting operations, accounts receivable accounting, and financial reporting processes for a high growth fintech company ,Registered Investment Advisor (“RIA”) and broker-dealer. You will design processes and policies, build the Campfire revenue module ensuring accurate revenue recognition, managing complex A/R processes and revenue share payments, and enhancing month-end close operations. The ideal candidate brings deep technical accounting expertise, leadership capabilities, and thrives in a fast-paced, tech-forward environment.

How We Work: An AI-Native Finance Team Our Finance team is small, and we run like a much bigger one because of how we use AI.

We build most of our own tools. Payout engines, reconciliation workflows, reporting, and agents that handle recurring analysis were built by people on this team. When we do buy software, we choose finance platforms built around AI and automation, not legacy systems with AI added on. We expect everyone to work this way. When a problem shows up, your first move should be asking how AI can solve it, and you should know when the output needs a human check before money moves.

Responsibilities:

- Manage daily revenue accounting operations, including high-volume transaction processing, and ensure accurate revenue recognition in compliance with ASC 606 for a RIA and broker-dealer
- Own the month-end revenue close process by preparing revenue journal entries and revenue account reconciliations and journal entries for revenue, deferred revenue, and unbilled receivables
- Manage comprehensive accounts receivable accounting functions, including custodian cash application, A/R reconciliations, and aging analysis
- Ensure accurate commission calculations and recognition under US GAAP
- Lead quarterly CECL aging analysis to ensure consistent application of ASC 326
- Ensure compliance with SEC and FINRA rules and reporting
- Perform regular month-end close flux analysis, identifying and explaining significant variances in revenue, commissions, and accounts receivable balances to ensure financial integrity and provide insights for management decision-making
- Collaborate cross-functionally with Operations, RevOps, Sales, Legal, and other business partners on strategic processes and programs
- Support revenue accounting system initiatives, including design, implementation, testing, and optimization
- Serve as subject matter expert for revenue and A/R accounting questions across the organization
- Lead audit coordination and serve as primary contact for external auditors during year-end audit
- Maintain comprehensive documentation for all revenue, commissions and A/R processes

Must Have:

- CPA with a Bachelor's Degree in Accounting or Finance (or equivalent experience)
- 8+ years of accounting experience, with at least 3 years in financial services industry
- Direct experience at a wealth management firm, RIA or broker-dealer
- You understand AUM fee billing, custodian cash flows and revenue share payout models
- Strong knowledge of ASC 606 Revenue from Contracts with Customers & ASC 326 Credit Impairment
- Experience with custodian cash application, accounts receivable accounting and financial reporting
- Proficiency with mainstream ERP systems and revenue engines such as Netsuite, Campfire, Orion, AdvicePay, etc.
- Experience in collaborating across departments to influence change
- Attention to detail, excellent communication skills, and strong sense of teamwork
- Ability to work independently and prioritize in a fast-paced environment
- Strong sense of ownership and independence, with proven ability to identify issues, propose solutions, and drive initiatives to completion with minimal supervision

Nice to have:

- Experience in a growing fintech business, preferably in startup or high-growth environments
- Experience with SEC/FINRA regulated entities
- Passion for data integrity, comfort with large datasets, and enjoyment of solving complex problems
- Exceptional business acumen with ability to translate complex financial concepts into actionable insights for non-finance stakeholders

Benefits:

- Competitive salary and equity package
- We offer a generous relocation package to help top talent make the move to our NYC office
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

## About Savvy Wealth

## Company Overview
- **One-liner**: Savvy Wealth is a technology-driven wealth management firm that provides a modern, digital-first platform for financial advisors to manage client investments, planning, and operations, augmented by an AI-powered operating environment called Savvy Intelligence.
- **Entity Type**: Private (Series B funded – Series A in 2022, Series B in 2025)
- **Headquarters**: New York, NY, United States
- **Founded**: 2021
- **Founders**: Ritik Malhotra

## Core Business
- **Primary industry**: Wealth management / Financial services (technology-enabled RIA)
- **Target customers**: B2B (financial advisors and RIAs) and B2C (high-net-worth individuals served by advisors on the platform)
- **Mission or purpose statement**: “We help people make better financial decisions so they can live the life they aspire to live.” ([savvywealth.com](https://www.savvywealth.com/))

## Products & Services
- **Savvy Wealth Platform**: A unified digital platform for advisors that integrates CRM, back-office operations, client onboarding, performance reporting, and marketing automation. Offers a real-time financial dashboard for clients to track net worth and goals.
- **Savvy Intelligence (AI Platform)**: Launched in April 2026, an AI-powered operating environment that gives advisors a continuously updated view of each client’s investments, tax data, and financial plans. Agents help with scenario modeling, meeting notes, tax strategy, and client communications. Not client-facing; does not use client data to train third-party models. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Wealth Management Services**: Personalized investment management, retirement planning, estate planning, tax strategy, direct indexing, alternative investments, and held-away account tracking. Provided by dedicated fiduciary advisors.
- **Custodial Partners**: Multi-custodial with deep integrations to Charles Schwab and Fidelity for asset custody and execution. ([savvywealth.com](https://www.savvywealth.com/))

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: **$5B** in assets under management (AUM) with **100+** experienced advisors across **29** states. ([savvywealth.com/our-story](https://www.savvywealth.com/our-story))
- **Notable Investors/Partners**: Not publicly disclosed. The company states it is “backed by world-class investors.” ([savvywealth.com/careers](https://www.savvywealth.com/careers)) Partners include Fidelity and Charles Schwab for custody.
- **Growth Signals**:
  - **Headcount growth**: LinkedIn reports ~192 employees (May 2026), with annual growth of +105% and monthly growth of +3.4%. ([LinkedIn](https://www.linkedin.com/company/savvywealth))
  - Series B funding round closed in 2025 to accelerate growth and expand advisor network.
  - Launched Savvy Intelligence in April 2026, a significant AI product milestone.
  - Active job postings: 22 openings as of mid-2026.

## Competitive Advantages
- **Vertically integrated tech stack**: Built a unified platform (RIA, investments, tax, planning, CRM, meeting notes) before layering AI – unlike competitors that bolt AI onto fragmented systems. This gives AI agents access to complete, current client data.
- **Fiduciary alignment**: No transaction-based compensation, eliminating conflicts of interest; advisors are either W2 or 1099 employees.
- **Multi-custodial model**: Advisors can custody assets with either Schwab or Fidelity, providing flexibility while maintaining deep integrations.
- **Rapid onboarding and scale**: Over 100 advisors and $5B AUM in ~5 years suggests efficient platform adoption and advisor attraction.

## Strategic Focus
- **Grow the advisor network** by recruiting experienced advisors and RIAs across the U.S.
- **Expand AI capabilities** with Savvy Intelligence, adding more agents (e.g., for tax, investment analysis) beyond the initial Financial Planning Agent.
- **Deepen product integrations** and continue to unify client data to reduce advisor manual work and improve client outcomes.
- **Enhance client experience** via personalized investment management and real-time dashboard tools.

## Why Work Here
- **Culture & Values**: Emphasis on “Invent the future,” “Unlock everyone’s potential,” and “Get it done.” Team-driven, collaborative environment with ownership and momentum. ([savvywealth.com/careers](https://www.savvywealth.com/careers))
- **Work policy**: Hybrid – required presence in NYC office (111 W 33rd St, Suite 1401). Daily free lunch provided.
- **Perks & Benefits**: Comprehensive benefits, flexible time off, parental leave, company-wide events, and employee-led activities.
- **Engineering & AI focus**: Building a cutting-edge AI platform for wealth management; current openings include Founding Platform Engineer, Applied AI – Infrastructure, and Senior Product Designer. Fast-growing engineering team (technical staff 7% of headcount per LinkedIn).
- **Team size & growth**: ~192 employees (May 2026) with strong year-over-year growth (+105%), offering early-stage impact with established momentum.

## Sources
1. [savvywealth.com – About page](https://www.savvywealth.com/about)
2. [savvywealth.com – Careers page](https://www.savvywealth.com/careers)
3. [savvywealth.com – Homepage](https://www.savvywealth.com/)
4. [savvywealth.com – Our Story](https://www.savvywealth.com/our-story)
5. [LinkedIn – Savvy Wealth](https://www.linkedin.com/company/savvywealth)

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