Who Is AdvisorEngine:

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine technology creates a unified experience across financial advisors, clients, and business management personnel. While our journey is in the early phases, we’ve already started turning our vision into reality. We have developed a wealth management platform that enables financial advisors to deliver an engaging personalized client experience to drive growth and to operate at scale through smart automation. We have also completed four acquisitions and raised over $65 million in investor capital to help fuel our future growth.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in Tribeca, New York. If you are driven to create the future of financial advice, we’d love to hear from you.

Position Location: Raleigh, NC

Position Summary:

The staff accountant will assist with Accounts Payable, Accounts Receivable, bank reconciliations, general ledger reconciliations, monthly and annual general ledger close, annual financial audit, and various accounting duties. The successful candidate will possess a high level of ethical integrity, take full ownership of assigned duties and responsibilities, and complete all accurately and timely.


  • Process full cycle Accounts Payable
  • Assist with Invoicing and Accounts Receivable
  • Assist with monthly close activities
  • Prepare and book journal entries
  • Prepare monthly bank and credit card reconciliations
  • Prepare monthly account reconciliations
  • Assist with software revenue recognition
  • Maintain fixed asset ledgers
  • Calculate Use Tax
  • Create and update Excel based reports
  • Perform financial analysis
  • Assist with administrative support and special projects
  • Provide exceptional customer service to co-workers and clients


  • Bachelor’s degree in Accounting, Finance or Business
  • Minimum of 2 years of increasingly responsible accounting experience
  • Excellent organizational skills and attention to detail
  • Maintains a positive attitude and is a team player
  • Thrives in an entrepreneurial environment
  • Proven proficiency with QuickBooks, Excel, and Word
  • Experience with Concur is a plus
  • Experience with Peoplesoft is a plus
  • Excellent verbal and written communication skills