About this role
Pontera is a rapidly growing fintech company dedicated to helping people improve their retirement planning. It offers a software platform that assists financial advisors in managing retirement accounts and creating personalized strategies. The company fosters a people-first culture and aims to become one of the largest players in the industry.
Required Skills
- Bookkeeping
- ERP
- Excel
- Finance
- Reconciliation
- US GAAP
- Fast-paced Environment
- Startup
- Finance Software
- Payroll
About Pontera
pontera.comPontera is a financial-advisor software platform that helps advisors manage and rebalance clients’ employer‑sponsored retirement accounts (401(k)s, 403(b)s) as part of a holistic portfolio. The platform aggregates plan data, automates trading and rebalancing across workplace accounts, and provides reporting and workflow tools to include retirement assets in comprehensive advice. Pontera focuses on secure, compliant connectivity to plan providers and custodians so RIAs and wealth managers can scale retirement-account management. Advisors use it to streamline operations, maintain oversight, and improve outcomes for clients’ workplace retirement savings.
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