Ubiquity Retirement + Savings® is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-record keeping. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support. For over 2 decades, we have helped workers save more than $2.5 billion and opened retirement plans for 9,000+ small businesses—pioneering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions! Learn more at: myubiquity.com

The only thing as unique as our business model is our company culture. We thrive on accountability, collaboration, and transparency. Proudly one of the Best Places to Work in the Bay Area and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. With mottos like "Freedom With Accountability," we are a family of friends who like to get it done and do it with passion.

Recognition

Rated as one of the 100 fastest-growing companies in the Bay Area by the San Francisco Business Times (for nearly a decade)

Ranked as one of the top 5000 fastest-growing private companies in the nation by Inc. Magazine (11 years running)

Listed as one of Business Week’s 100 fastest-growing inner-city companies in the nation (every year since 2012)

Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors out of CNN. Watch Broken Eggs: The Looming Retirement Crisis in America, today. 

The VP of Finance + Accounting is a key member of the Ubiquity Retirement + Savings Executive Team reporting to the CEO. They are responsible for directing all aspects of the company’s accounting and financial management activities. Success in this role will result from the combination of hands-on technical knowledge and the ability to effectively develop and lead a team to achieve established objectives. Additionally, this role will collaborate with Ubiquity’s CEO, COO, and other leadership to create and manage a future view by establishing and managing strategy for profitability.

Core Responsibilities

• Own all accounting processes including general ledger, A/R, A/P, revenue recognition, payroll reporting, banking relationships, and financial reporting
• Produce accurate, relevant and timely financial reports, forecasting, and budgets for company management
• Establish and maintain accounting policies and procedures to ensure GAAP compliance
• Develop and manage a team that proactively drives continuous improvement
• Manage the relationship with the external auditors, banks, lenders, and other financial institutions
• Coordinate the completion of the annual tax returns and 409(a) valuation
• Assist with company governance activities including corporate insurance and equity accounting and administration of cap-table vendor
• Support Board and Executive Team by participating in the presentation of financial information at quarterly board and company meetings
• Effectively discharge administrative management duties such as setting objectives, assessing performance, and resolving personnel problems
• Take ownership and initiative in responding to special projects (i.e. joint ventures, equity management, etc.)
• Represent and perform financial analysis and strategy along with tax and risk management
• Drive investor development and relations
• Establish and manage capital investment plan
• Ensure ongoing profitability of the business and its holding
• Top level oversight of all team functions as well as being involved in day to day operations
• Maintain, follow, and enforce all Ubiquity security policies and procedures at all times

Competencies

Organizing - Capable of managing multiple priorities, and thrive in a deadline-driven environment with frequently changing priorities

Communication - Use of appropriate and effective language used for a given situation and actively engages in conversations to understand others’ priorities

Integrity - Ability to develop and ensure high standards of quality control and confidentiality that promote accuracy and accountability and minimize operational risk.

Leadership - Strong management and mentorship skills geared toward leveling up a team while achieving excellent output through example, training, and shared experience


Skills + Experience

• Strong working knowledge of U.S. GAAP and key principles of application for a wide array of accounting and finance areas
• CPA preferred, but not required
• Public accounting experience preferred, but not required
• Ability to prioritize, multi-task, and meet deadlines in a fast-paced environment
• Advanced MS Excel and data management skills; NetSuite proficiency a plus, but not required
• Superior analytical skills combined with solid business judgment
• Must be a problem solver with a strong attention to detail and the ability to effectively communicate technical information
• Excellent verbal and written communication skills
• Proven track record of building, developing, and leading high performing teams
• 15+ years of progressive accounting and financial management experience with at least 5 years in small company environment and 5+ years in senior roles
• SaaS company experience a plus

This is a permanent, full-time position. Remote candidates will be considered. Priority consideration will be given to candidates that reside in the San Francisco Bay Area. Please follow application instructions carefully and make sure to submit a cover letter along with your resume.

We are focused on building a diverse and inclusive workforce. If you’re excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.