Advisor Group

Accounting Manager

Advisor Group$115K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting from a U.S. accredited university with a US GAAP focus
  • Preferred: MBA or Masters in Accounting
  • FINRA SIE, Series 99 or Series 27 (to be completed within 6 months)
  • Active CPA preferred
  • 5+ years of experience in large public accounting or large public company settings
  • Leading team and project management experience
  • Strong proficiency in Excel and familiarity with general ledger software, preferably Workday.

Responsibilities

  • Own the monthly close process, delivering analytics and reconciliations
  • Perform fluctuation analyses on significant variances
  • Lead process improvement projects and delegate tasks effectively
  • Apply technical accounting standards within designated areas
  • Maintain benchmarks for accurate financial statements
  • Collaborate with accounting and business functions on performance reporting
  • Manage external audit requests and timelines for compliance

Benefits

  • Health, vision, and dental insurance
  • 401k with company match
  • Paid time off and volunteer days
  • Annual performance-based bonus
  • Career development resources and opportunities
Full Job Description
AccountingOpportunity in Financial Services

Accounting Manager

Location(s):

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $115,000 - $130,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary:

The Accounting Manager will serve as the lead over the accounting processes for certain, significant areas of accounting, including oversight of the monthly close and assigned balance sheet reconciliations. This position will focus on developing tools to enable more efficient and accurate close, reconciliation, and audit procedures. The Manager will be expected to develop and drive annual accounting project initiatives, M&A Integrations, Department/Strategic Initiatives, and operate/develop control environments. This individual will also be responsible for leading a team of 3-5 accountants and should have task management and people leading experience. This role is expected to have experience in developing relationships with key business leaders, driving cross-functional collaboration, and identifying areas for improvement. This role functions in a continuous improvement-based team culture with progressive expectations in a high-growth environment.

Education Requirements:
  • Bachelor's degree in Accounting at an U.S Accredited University (US GAAP Focused Education)
  • Preferred: MBA or Masters in Accounting
  • FINRA SIE, Series 99 or Series 27 Required (may be completed in first 6 months of job)
  • Active CPA highly preferred


Responsibilities:
  • Ownership of team's monthly close process including close result delivery, analytics, explanation of results, reconciliations and control environments
  • Perform/review fluctuation analyses on significant variances in monthly results
  • Identify, delegate and lead process improvement projects
  • Understanding of technical accounting standards and how to apply them within areas of ownership
  • Maintain benchmarking based analytics to ensure accurate financial statements
  • Collaborate with other accounting and business functions to develop/improve reporting on performance indicators
  • Operate delivery of financial results and support to Finance counterparts and Financial reporting delivery for 10K/Q
  • Manage external audit requests, audit strategies and timelines
  • Mentor and review work product, culture and performance indicators of team members
  • Lead a team of 3+ individuals
  • Develop and maintain excellent relationships with colleagues and business leaders
  • Ability to delegate and staffing strategize to maximize work productivity of the team
  • Operate annual strategic initiatives with other business functions including: project strategy, requirements, process development, controls, reporting and execution
  • All other duties as assigned


Basic Requirements:
  • Minimum of 5 years progressive experience in large public accounting firm (Top 7 firm) and/or Large Public Company experience
  • Prior experience leading a team, projects and talent development
  • Prior experience leading external audits involving testing procedures, strategies and tight timelines
  • Experience with general ledger applications (Preferably Workday); advanced proficiency in MS Office products, particularly Excel
  • Strong attention to detail and analytical skills
  • Highly accountable team player with customer service mentality


Preferred Requirements:
  • Prior financial services industry experience
  • Public Company/Controls experience (SOX)
  • 10Q/K based audit requirement experience
  • Prior M&A Accounting and Synergy experience
  • Prior experience in reviewing/compiling Public/Public-like financial statements, including preparation of footnotes
  • Prior experience preparing/researching technical accounting memos and implementing into accounting processes
  • Prior experience interpreting, analyzing and explaining financial results to business leaders
  • Public accounting experience at Big 4 or large international firm (BDO, RSM, Grant Thornton)

About Advisor Group

Advisor Group is one of the largest networks of independent wealth management firms in the United States. The company provides a range of services to financial advisors, including technology, investment management, compliance, and marketing support. Advisor Group was founded in 2016 and is headquartered in Phoenix, Arizona. The company has more than 7,000 employees and serves over 11,000 financial advisors across the country.
Learn more about Advisor Group
Size
7,000 employees
Industry

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