What are the responsibilities and job description for the Senior Accountant position at Webull Financial?
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.
About The Role & Team
The Finance team here at Webull plays a critical role in driving our company's success. This collaborative, hardworking, and fun team operates downstream from every product, getting deep exposure to the company's operations and performance. As we prepare for our public listing on Nasdaq through a SPAC transaction, we are growing rapidly and are excited to expand our U.S. Finance team.
We are looking for a Senior Accountant to join this world-class Finance team. Someone who thrives in a team-first environment, values collaboration, and is eager to grow with us during this exciting time of expansion. Reporting directly to our Chief Financial Officer of Futures, the Senior Accountant will be responsible for key accounting functions while collaborating across various departments and products, playing a key role in preparing customer reserve calculations for future and brokerage clients.
In This Role, You Will
- Collaborate with back office, compliance, margin teams, and programmers to maintain accurate balance sheet and profit & loss accounts.
- Assist with the month-end closing process, including reconciling accounts, booking closing entries, and analyzing fluctuations.
- Assist in preparation of customer reserve calculations for futures and brokerage customers.
- Support tax and regulatory filings.
- Implement and monitor effective internal controls.
- Develop and enhance reconciliations to improve efficiency and accuracy.
- Streamline systems and processes to automate and eliminate manual accounting functions.
- Coordinate annual audits and prepare financial statements in accordance with GAAP.
- Act as a liaison with internal / external auditors, tax accountants, and regulatory teams.
The Skills You Bring
What Makes You Stand Out
Why Webull?
At Webull, we're more than just a company – we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.
We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones :
This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!
EEOC Statement
Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.
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