Financial Navigator, Inc.
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FNi Careers

Our People are Smart, Balanced, Dedicated to Our Clients and Each Other

You can work for a bigger company, or one better known, but none that better serves high-net-worth clients with mission-critical software that meets their investment challenges. Come join us!

Staff Accountant

Financial Navigator Inc. (FNI) develops and supports financial software solutions for managing accounting and investment asset information for the high net worth individuals.  We are a small, rapidly growing, software firm based in Mountain View, CA that has seen its revenues grow 2-3X in the last several years.  We offer a challenging, professional, team oriented work environment.

Position Available:
Financial Navigator Inc. is seeking talented and motivated individuals to fill multiple Staff Accountant positions.

Job Description:
As a member of the OneView™ Accounting team, you will be responsible for:

  • Corporate Accounting:
    • Processing invoices, entering data, cutting checks, reconciling bank accounts, preparing bank deposits and generating financial statements.
    • Learning to work with CRM, AR/AP, MS Office, and financial software.
  • Portfolio Accounting:
    • Inputting transactional data on an on-going timely basis using Navigator software.
    • Reconciling statements within a given portfolio period.
  • Communicating with a myriad of financial professionals: CPAs, Investment Managers, CFOs, Financial Advisors, and others from the financial services sector.

Qualifications:
To be successful in this position, you will likely have:

  • Bachelor degree or experience in accounting, finance or related field.
  • Basic understanding of accounting and investment management
  • Ability to learn new skills quickly and a desire to grow with the company.
  • Ability to multi-task, communicate effectively, and work in a cross-functional team.

Hours:
Our regular office hours are 8:30 AM-5:30 PM Monday-Friday.

Compensation:
Full-Time position includes competitive salary, bonus, benefits, company 401K, and equity participation.

Apply by sending an email to Kris Sunkara, with a resume attached, to hr@finnav.com.  Please be sure to include “Staff Accountant” in the subject line.