
Job Overview
Location
NYC Office
Job Type
Full-time
Category
HR & Recruiting
Date Posted
April 15, 2026
Full Job Description
đź“‹ Description
- • The Accounting Manager will be the driving force behind day-to-day accounting operations while building the financial infrastructure required to scale at Savvy Insurance Services, Inc.
- • The role involves leading month-end, quarter-end, and year-end close processes, overseeing Accounts Payable and Receivable, leveraging AI tools to automate workflows, and serving as a key liaison for external auditors during the company’s first financial audit.
- • Savvy Insurance Services, Inc. is a fast-growing wealth management technology company backed by top-tier investors, building an AI-powered platform to modernize financial advisory services and scale advisor productivity.
- • The person in this role will gain experience in scaling financial systems, implementing AI-driven accounting tools, preparing for financial audits, and collaborating across FP&A, People, and Legal teams in a high-growth, venture-backed environment.
Skills & Technologies
About Savvy Insurance Services, Inc.
Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.
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