Advisor Group

Experienced Accountant

Advisor Group$80K — $90K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's in Accounting from a U.S. Accredited University (focus on US GAAP)
  • Preferred: MBA or Masters in Accounting
  • 3+ years of progressive accounting experience
  • Strong grasp of GAAP and accounting principles
  • Advanced Excel skills and experience with general ledger applications, preferably Workday

Responsibilities

  • Support monthly, quarterly, and year-end close activities through journal entries and reconciliations
  • Perform balance sheet and income statement analysis and report to leadership
  • Maintain general ledger accuracy for financial reporting
  • Prepare for and support audits by providing necessary documentation
  • Assist in process improvements and implementing best accounting practices
  • Ensure compliance with GAAP and internal controls
  • Collaborate with other teams on business initiatives and resolve accounting issues

Benefits

  • Health, vision, and dental insurance
  • 401k plan
  • Paid time away and volunteer days
  • Opportunities for technical and professional development
  • Participation in a continuous improvement-oriented team environment
Full Job Description
Corporate FinanceOpportunity in Financial Services

Experienced Accountant

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: $80,000 - $90,000 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 Experienced Accountant supports the day-to-day accounting operations of the organization, including preparing journal entries, performing balance sheet reconciliations, and assisting with the month-end close process. This role partners closely with the team to support external audit activities by preparing documentation and responding to audit inquiries. Working cross-functionally with finance and other departments, the Experienced Accountant supports accurate and timely financial reporting while helping improve accounting processes in compliance with GAAP and accounting policies. The role operates within a continuous improvement-oriented team environment, offering opportunities to contribute to special projects and further develop technical and professional skills in a high-growth setting.

Education Requirements:
  • Bachelor's in Accounting from a U.S. Accredited University (US GAAP Focused Education)
  • Preferred: MBA or Masters in Accounting

Responsibilities:
  • Support monthly, quarterly, and year-end close activities through preparation of journal entries and account reconciliations
  • Perform fluctuation analyses on balance sheet and income statement accounts and provide explanations to leadership
  • Maintain the general ledger to ensure accuracy of accounting records and financial reporting
  • Support internal and external audits by preparing support and responding to inquiries and requests
  • Assist with process improvements and implementation of accounting best practices to improve control environment
  • Ensure compliance with GAAP, internal controls, and company policies in processes and journal entries
  • Collaborate with cross-functional teams to support business initiatives, track metrics/results, and resolve accounting issues
  • All other duties as assigned


Basic Requirements:
  • 3+ years of progressive accounting experience
  • Strong knowledge of GAAP and accounting principles
  • Advanced proficiency in the use of business applications, particularly Excel
  • Experience with general ledger applications (preferably Workday)
  • Strong analytical and problem-solving skills
  • Self-starter who will anticipate challenges and work proactively to resolve issues
  • Highly accountable team player with customer service mentality
  • Strong written and verbal communication skills


Preferred Requirements:
  • CPA or progress toward CPA
  • Experience in the financial services or asset management industry.
  • Public accounting experience at Big 4 or large international firm (BDO, RSM, Grant Thornton)
  • Public Company/Controls experience (SOX)
  • Experience with SQL, Alteryx, Snowflake, Power BI or similar reporting and analytics tools

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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