Job Application for Staff Accountant at Flourish

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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.

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1. Are you legally authorized to work in the United States?

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2. Are you currently authorized to work in the United States without requiring sponsorship (for example, H-1B, TN, employer based permanent residency), either now or in the future?

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3. Are you at least 18 years of age?

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4. Were you employed by a third party providing services to MassMutual in the past 5 years? (incorrect information may affect your benefit eligibility)

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5. The Company's anti-nepotism policy restricts the hiring of family members of an employee in certain situations. For purposes of the anti-nepotism policy, family members are defined to mean: (a) Your current or former spouse, civil union partner/recognized domestic partner, parents, siblings, children, stepchildren, halfsiblings, grandparents, grandchildren, stepparents and stepsiblings; (b) children-in-law, parents-in-law, siblings-in-law; (c) your parent's sibling's children, parent's siblings or first cousins, if they reside with you; and (d) any unrelated person who you both reside with and are in a relationship with. Do you have any family members employed by Massachusetts Mutual life Insurance Company or any affiliates, including any of the following affiliates? MassMutual International LLC, The MassMutual Trust Company, FSB, MassMutual Global Business Services India LLP, MassMutual Global Business Services Romania SRL, Haven Tech (HITPS), Great American (Glidepath), Barings, Flourish

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5. (a) If you answered YES to the previous question, please list your family members employed by Massachusetts Mutual Life Insurance Company or affiliates and your relation to them.

6. Do not disclose erased or expunged convictions. The federal Violent Crime Control and Law Enforcement Act prohibits insurance companies from employing certain convicted felons in the business of insurance, regardless of when the conviction occurred. Have you ever been convicted of a felony involving dishonesty or breach of trust? California applicants only: 'crime' excludes any conviction more than 2 years old for a marijuana-related offense.

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7. By clicking submit, you attest that your application is accurate and complete.

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8. Receipt of this application does not mean or imply that I will be employed.

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10. I confirm I am not restricted by any restrictive covenant, non-solicitation provision or agreement not to compete which would impact my being employed or performing duties for the Company.

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11. I understand that I may be required to sign an inventions and intellectual property, non-solicitation, confidentiality, code of ethics and/or business ethics agreement, as a condition of employment. I understand that if I am engaging in the Company's business I will be required to make and keep accurate regulatory and criminal disclosure information as a condition of employment.

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12. I understand that employment with the Company is at will, for no fixed period of time. If hired, I will be free to resign at any time. Likewise, the Company will have the right to terminate my employment at any time with or without any reason or notice, except as specifically prohibited by law. No oral representation to the contrary has been made to me and I understand that no employee or representative of the company is authorized to make any such representation now or in the future.

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14. (a) I have a close family member (spouse, spouse equivalent, dependent, parent, sibling) employed at or otherwise associated with the Company's outside audit firm (KPMG LLP).

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14. (b) I was employed by the Company's outside audit firm in the past three years.

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14. (c) I have a financial or business relationship or affiliation with the Company's outside audit firm or its members (partners, managers).

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15. I understand that if employed, I will not engage in any outside activity that would create a conflict of interest with my MassMutual duties and will not engage in any personal sales activities, including maintaining or servicing a book of business.

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16. I confirm that I have the necessary license(s) required for this role.

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For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Flourish’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

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If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

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An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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Staff Accountant

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