---
title: 'Staff Accountant at Flourish'
canonical: 'https://feeny.ai/job/staff-accountant-flourish-new-york-0acxchxfmz85'
type: 'job'
last_seen: '2026-10-28'
---

# Staff Accountant at Flourish

- **Company:** Flourish
- **Location:** New York, NY
- **Posted:** 2026-10-26
- **Last confirmed live:** 2026-10-28
- **Apply:** https://job-boards.greenhouse.io/flourish/jobs/6235322004

## Job description

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

## About You

You are a highly organized, detail-oriented, and proactive professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify issues, and execute with precision. You bring consistency and rigor to accounting processes and ensure high-quality outputs. You communicate effectively with cross-functional stakeholders and are a natural collaborator within a finance team.

You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of growing alongside a collaborative finance team. You will be able to take ownership of core accounting processes while helping build the foundation for scalable operations.

## About the Role

Flourish is transitioning to a standalone, PE-backed organization. As a Staff Accountant, you will play a key role on our finance team, reporting to the Controller and supporting the execution of core accounting operations and financial processes during a critical stage of growth.

You’ll ensure timely and accurate financial reporting, support audits, and partner across the organization to contribute to building scalable infrastructure aligned with long-term growth.

Principal Responsibilities

- Execute month-end close tasks and support financial reporting, including GAAP financial statement preparation and KPI reporting accuracy
- Prepare journal entries and reconciliations
- Record and reconcile banking transactions, payroll, and other HR-related expenses, and support cash flow, liquidity, and debt covenant reporting as needed
- Manage the AP, credit card, and TE process
- Support audit and compliance processes
- Support broker-dealer regulatory reporting (e.g., net capital, FOCUS filings) under the direction of the Controller
- Provide accounting data and analysis to support the Financial Planning and Analysis Manager’s annual budget and periodic forecasting
- Partner with cross-functional teams on financial data
- Identify process improvements and automation opportunities, including through AI tools
- Support carve-out efforts and TSA exit
- Support system design and readiness efforts, i.e., UAT

## Minimum Qualifications

- Bachelor's degree in Accounting
- 2+ years of accounting experience in a financial services, fintech, or PE-backed environment strongly preferred
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

## Preferred Qualifications

- Financial services or fintech experience
- CPA (or progress toward)
- Public accounting experience
- Exposure to broker-dealer or other regulated financial services accounting
- Solid knowledge of US GAAP and accounting principles and practices
- Experience standing up an ERP or financial tools and applications
- Comfortable using finance tools and applications with AI capabilities
- Excellent verbal and written communication skills
- Ability to understand the financial impact of decisions and balance them with business partner satisfaction
- Experience in high-growth or evolving environments
- Strong execution and ability to support business-aligned reporting
- Detail-oriented with strong problem-solving skills
- Collaborative, proactive, and accountable team player eager to learn and grow

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $75,000 - $115,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

## About Flourish

## Company Overview
- **One-liner**: Flourish provides a suite of financial products—cash management, lending, and annuities—designed exclusively for independent registered investment advisors (RIAs) to help them move from holistic advice to holistic implementation.
- **Entity Type**: Private (wholly-owned subsidiary of MassMutual, a Fortune 500 mutual insurance company)
- **Headquarters**: Boston, Massachusetts, USA
- **Founded**: 2017
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Fintech, Wealth management infrastructure, Financial services
- **Target customers**: B2B – Registered Investment Advisors (RIAs) and their clients; also serves as a platform for advisors to offer cash, lending, and annuity products.
- **Mission or purpose statement**: “Flourish helps RIAs grow by evolving from holistic advice to holistic implementation.”

## Products & Services
- **Flourish Cash**: An invitation-only cash account offering high-yield savings (currently 3.25% APY) with up to 30x FDIC insurance through a network of program banks. No fees, no minimums, integrated with key advisor tools. Type: Fintech service (cash management).
- **Flourish Lending**: A premium mortgage and refinancing platform that gives clients access to competitive rates and an optimized process. Helps advisors defend portfolio assets, win prospects, and deliver client value. Type: Service (mortgage brokerage, offered through SoraFinance, Inc., NMLS #2355841).
- **Flourish Annuities**: An annuity platform that streamlines the purchase and management of annuities for RIA clients. Type: Service (insurance product platform).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (privately held, fully owned by MassMutual)
- **Key Metric**: Over $8 billion in assets on the platform (as of 2026); 100+ employees; founded in 2017.
- **Notable Investors/Partners**: Backed by MassMutual (Massachusetts Mutual Life Insurance Company) – a Fortune 500 company with over $250 billion in assets.
- **Growth Signals**:
  - Consistently recognized as a top wealth management fintech (e.g., Highest-Rated Cash Management Service 2020-2025 by RIA Intel Awards; Best Wealth Management Solution 2025 by Finovate Awards).
  - Active hiring: 8+ open positions across sales, engineering, marketing, and operations (as of mid-2026).
  - Hybrid work model (Boston area) with team lunches and outdoor terrace, indicating continued investment in culture.

## Competitive Advantages
- **Backed by MassMutual** – combines startup agility with the stability, capital, and trust of a century-old Fortune 500 financial institution.
- **Deeply integrated with the RIA ecosystem** – products are custom-designed for independent advisors and connect with key advisor tools (e.g., portfolio management systems).
- **Invite-only premium positioning** – Flourish Cash offers rates up to 3.25% APY (vs. national average ~0.4%) with up to 30x FDIC coverage, creating a strong value proposition for high-net-worth clients.
- **End-to-end implementation** – goes beyond advice by providing the actual financial products (cash, lending, annuities), helping advisors keep assets under management.

## Strategic Focus
- **Expand the lending and cash management platform** to deepen advisor relationships and attract new RIAs.
- **Continue to develop annuity offerings** as part of the holistic implementation suite.
- **Maintain and grow the institutional partnership with MassMutual** to gain distribution and credibility.
- **Scale the team** with a focus on engineering, product, and client support to support $8B+ in assets and growing.

## Why Work Here
- **Hybrid work environment** – most roles are based in Boston with a hybrid schedule (typically Tuesday–Thursday in office). The office includes a spacious outdoor terrace and team lunches.
- **Comprehensive benefits** – competitive pay, generous time off, health/vision/dental insurance, 401(k) match.
- **Culture of ownership and iteration** – the company values “focus on execution,” “take ownership,” “iterate,” and “stay humble.” Feedback is encouraged, egos are checked at the door.
- **Supportive growth** – as a subsidiary of MassMutual, employees get the stability of a large enterprise with the autonomy of a startup. Many roles involve direct impact on product and client experience.
- **Diverse team** – Flourish states they value diversity and are building an organization that reflects different backgrounds. Open and positive communication is a core principle.

## Sources
1. [Flourish Careers Page](https://info.flourish.com/careers)
2. [Flourish About Page](https://info.flourish.com/about)
3. [Flourish LinkedIn](https://www.linkedin.com/company/flourish-dot-com)
4. [Built In Boston – Flourish Profile](https://builtin.com/company/flourish)
5. [Flourish Greenhouse Careers Portal (provided by user)](https://job-boards.greenhouse.io/flourish)

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