AP & Expense Specialist

WHO WE ARE

We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company’s first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6’s core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.

ABOUT THIS ROLE

PEAK6 Investments is a diversified financial services firm, and our family office team supports the principals with a broad range of financial and operational needs. We're looking for an AP & Expense Specialist who wants to truly own this function — someone who takes pride in running a clean, organized payables operation and is energized by getting the details right every time.

This is a specialized, individual-contributor role with a defined and meaningful scope — and we want to be upfront about that. We're looking for someone who has found their lane, takes genuine pride in executing it well, and wants to plant roots in a role they can truly own. If you're energized by mastery over mobility, this is the right fit. You'll be embedded in the family office — which means variety, interesting work, and the occasional special project alongside your core responsibilities. The scope is stable.

This role is onsite based out of our Austin, TX headquarters.

You’ll be responsible for:

Accounts Payable & Payments

• Manage the AP inbox end-to-end — receiving, routing, and processing vendor invoices accurately and on time

• Own and maintain the payment calendar, ensuring all obligations are tracked, scheduled, and executed

• Code invoices and expenses to the correct accounts and import into NetSuite

• Reconcile AP activity and resolve discrepancies with vendors

Expense Management & Tracking

• Track and categorize expenses across the family office umbrella with a high degree of accuracy

• Manage subscriptions, memberships, and recurring expenses — maintaining a clear, current inventory and flagging cost-saving opportunities

• Process and reconcile employee expense reimbursements

• Prepare regular expense reports and support month-end close Benefits & Insurance Administration

• Manage health insurance claim submittals and track reimbursements through to resolution

• Maintain organized records of all submittals, approvals, and reimbursement activity

Technology & Process Improvement

• Actively look for ways to leverage technology — including AI tools — to automate repetitive tasks, reduce manual work, and improve accuracy

• Bring a continuous improvement mindset: if a process can be done smarter or faster, we want to hear about it

• Help evaluate and implement tools that increase efficiency across the AP and expense management workflow

General Family Office Support

• Contribute to month-end close processes including balance sheet reconciliations and financial statement preparation as needed

• Support the family office team on ad hoc projects, analysis, and reporting

YOUR EXPERIENCE

• 2–4 years of hands-on accounts payable, bookkeeping, or accounting experience
• Familiarity with NetSuite or similar ERP/accounting systems (NetSuite experience is a strong plus)
• Proficiency with Microsoft Office and Google Suite
• Comfortable adopting new technology — including AI tools — to improve workflows and reduce manual effort
• Bachelor's degree in Accounting or Finance preferred — or equivalent practical experience
• Meticulous attention to detail and a natural instinct for organization
• Comfortable managing a steady workload of recurring responsibilities while staying flexible for adhoc needs
• Trustworthy, discreet, and at ease in a confidential, high-trust environment
• A communicator who speaks up, asks questions, and doesn't let things fall through the cracks

WHY THIS ROLE

You'll step into a role with real ownership — not a supporting-cast position, but the person the team counts on to keep payables, expenses, and insurance administration running smoothly. The family office environment means you'll be on a small team directly supporting the principals of the business with a variety of tasks to juggle on a day-to-day basis.

We also want someone who's curious about technology — if you're the type who experiments with AI tools to work smarter and bring those ideas to the team, you'll fit right in here. If you're someone who finds satisfaction in doing routine work exceptionally well, values stability over advancement, and wants to be a trusted, long-term member of a close-knit team — this is a great fit.

OUR REWARDS

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.

PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrpeak6@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

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