Allocate
An Accounting Manager at Allocate will own the monthly and quarterly close processes, ensuring the accuracy of financial records and maintaining the general ledger in accordance with GAAP. The role involves managing accounts payable, preparing financial statements, and partnering with the Controller to implement new ERP systems and strengthen internal controls. This individual contributor position requires building core accounting infrastructure for a fast-growing fintech platform.
Headquarters
Palo Alto, California, United States
Manage private markets investments with confidence. Allocate provides wealth advisors and asset managers complete infrastructure for portfolio management, reporting, and streamlined operations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Allocate.
23% above the average for this role