Staff Accountant

3 weeks ago


Chicago, Illinois, United States Halo Investing Full time


Chicago; Hybrid


Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices worldwide, we're on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.

In October 2021, Halo announced that it raised over US $100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.

Come join our uniquely motivated, dynamic and proactive team. Above all, we value collaboration, communication, and passion

The Staff Accountant will play a key role in ensuring accurate and timely reporting of revenues and expenses for the company's various entities, maintaining accounts payables and receivables, and assisting with accounting close, audits, and other ad-hoc projects as needed. This role will report to the Controller and have direct exposure to the CFO and executive team.


Reconciles daily trading transactions to ensure timely and accurate reporting of revenues
Works closely with operations teams to resolve trade discrepancies in a timely manner
Prepares and sends client invoices and manages outstanding accounts receivable
Processes vendor bills in our accounts payable system,
Reviews corporate credit card expenses and employee T&E reimbursements
Supports month-end and annual close processes, including preparation of journal entries and account reconciliations
Assists with annual financial audit and regulatory examinations


Bachelor's degree
1-3 years' experience in corporate or public accounting
Proficient in Microsoft Office Suite, especially Excel
Working knowledge of U.S. GAAP and IFRS
Excellent written and verbal communication skills
Excellent organizational skills and attention to detail
Excellent computer skills, ability to learn new software quickly
CPA preferred
Experience in trading or financial services industries preferred


Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable

Work with a great team in an exciting work environment
Hands-on and structured learning opportunities, continued professional growth
Competitive compensation package
Comprehensive benefits (medical, dental, vision, life/disability, etc.)
Multiple voluntary benefits Identity protection, pet insurance, accident insurance and more
Flexible PTO policy
401k program to help build wealth for the future
Paid parental leave to bond with your new addition
Free snacks
Company-paid, on-site gym membership
Building and in-office happy hours
Ad-hoc outings and activities like baseball games, yoga classes and more


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