Senior Accountant

About Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

The Position

The Senior Accountant will support financial reporting and accounting operations including month-end close reconciliations, journal entry preparation, financial analysis, and treasury functions. This role reports into the Controller. This role is hybrid and based out of our Walnut Creek office. 

Essential Duties and Responsibilities

• Ownership of corporate credit card and expense reimbursement program to ensure compliance with company policies

• Monitor cash balances and make certain cash transactions are posted timely and accurately

• Perform balance sheet reconciliations (credit card, prepaid expenses, A/R, unbilled A/R, deferred revenue, etc.)

• Maintain fixed asset and intangible asset schedules

• Reconcile Flexible Spending and Health Savings Accounts

• Review client invoicing and revenue against contracts to ensure billing is done correctly and in compliance with ASC 606

• Monthly review of expenses and revenues for accuracy

• Assist with month-end close, including preparation of journal entries

• Assist with financial statement preparation and analysis

• File all business licenses, 1099s, and property tax returns as required by city, state, county, and federal law

• Assist with annual financial audit and tax return filings

• Performing other duties as assigned

Skills, Experience and Qualifications

• Bachelor’s degree in accounting or finance required

• Three to five years of corporate accounting experience required, ideally in a multi-entity professional services organization with minimum of $25M in revenue

• Strong knowledge of Generally Accepted Accounting Principles, including ASC 606 and ASC 842

• Advanced Excel skills (i.e., VLOOKUPS, SUMIFS, PIVOTS, etc.)

• Proficient in NetSuite (ideally have implemented NetSuite at a prior organization)

• Strong ability to multitask and handle competing priorities

• Strong analytical and problem-solving skills

• Strong communication skills both oral and written

• Must be able to creatively figure out solutions with minimal supervision

• Must be well-organized, detailed, concise, and flexible

Benefits

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match