Seven Research is a quantitative research and technology company, uniting passionate individuals with state-of-the-art resources to tackle complex problems in the global markets. Our systematic approach emphasizes technical rigor, creativity, and long-term performance.

As we scale, we are hiring a Financial Planning & Accounting Associate to strengthen the financial infrastructure that supports controlled, high-quality growth.

This role owns core accounting, finance operations, tax coordination, and benefits administration. You will build and refine processes that ensure accuracy, transparency, and scalability, partnering closely with senior leadership.

What You’ll Do

Accounting & Bookkeeping

Own day-to-day accounting operations, including accounts payable and bookkeeping
Oversee monthly close processes with speed, accuracy, and clean documentation
Reconcile bank accounts, corporate cards, and financial records in QuickBooks
Maintain audit-ready records and strengthen internal controls

Financial Planning & Operations

Build and formalize scalable accounting processes and documentation
Improve workflows, controls, and reporting as the firm grows
Support budgeting, forecasting, and financial planning initiatives
Provide financial visibility to leadership to inform decision-making

Tax & Compliance

Manage tax workflows, including 1099s preparation and required filings
Coordinate with external CPA firms on annual returns and compliance
Maintain organized documentation to support regulatory and audit requirements

Benefits Administration

Oversee employee benefits administration (medical, dental, vision, 401(k))
Lead renewal cycles, vendor reviews, and broker coordination
Analyze cost trends and plan competitiveness
Ensure a smooth, high-quality employee experience

What We’re Looking For

Bachelor’s degree and 3+ years of accounting or finance experience
Preference for candidates with exposure to quantitative finance/trading, financial services, or Big 4 accounting backgrounds. Experience in startups and high-growth companies is also helpful
Strong proficiency in QuickBooks and Excel; familiarity with Rippling or similar HR/payroll systems
Proficiency with Python or R is a plus
Process-oriented with the ability to design and implement scalable controls
Detail-driven with high standards for accuracy and documentation
Comfortable partnering with external CPAs and internal stakeholders
CPA is strongly preferred. CFA, or progress toward certification is a plus

Compensation

The expected base salary range for this role is $110,000–$140,000, plus discretionary bonus and benefits. Compensation is determined based on experience and scope of responsibility.

Seven Research

Open Positions (1)

Finance

Financial Planning & Accounting Associate