Advisor Group

Senior Accountant

Advisor Group$90K — $105K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Accounting required
  • 3-6 years of experience in public accounting or large company
  • Advanced knowledge of financial reporting standards and accounting principles
  • Proficiency in Excel and familiarity with general ledger applications, preferably Workday
  • Strong attention to detail and analytical skills
  • Excellent written and verbal communication abilities
  • Ability to manage multiple projects in a fast-paced environment

Responsibilities

  • Own the monthly close process, including analytics and reconciliations
  • Perform and review fluctuation analyses for financial statements
  • Prepare and review monthly journal entries
  • Handle external audit requests and collaborate with auditors
  • Improve control environments for operational processes and financial reporting
  • Implement improvements to accounting processes through automation
  • Foster relationships across business units to enhance collaboration

Benefits

  • Health, vision, and dental insurance
  • 401(k) retirement plan
  • Paid time away from work
  • Volunteer days
  • Comprehensive benefits package
Full Job Description
Corporate FinanceOpportunity in Financial Services

Senior 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: $90,000 - $105,000 per year + annual performance-based 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 Senior Accountant is primarily responsible for monthly close tasks, variance analysis over the income statement, and balance sheet reconciliations. This position will focus on delivering accurate close results, reconciliations and audit procedures. The Senior accountant will be expected to own assigned areas and deliver a consistent and accurate work product. In this role, you will be leading various accounting efforts including process improvement over assigned areas, working closely with manager on various projects, and mentoring junior team members. 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:

Education option examples:
  • Bachelor's or Master's Degree from accredited university in Accounting is required.


Responsibilities:
  • Ownership of assigned close process including close result delivery, analytics, explanation of results, reconciliations and control environments
  • Perform/review fluctuation analyses on variances in monthly results on income statement and balance sheet
  • Reviews and/or prepares monthly journal entries
  • Owns and delivers external audit request timely and collaborates with internal/external auditors
  • Assists with improvements of control environment of operational process and financial reporting
  • Identifies and implements improvements to current accounting processes through process improvement and/or automation
  • Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment
  • Partners with business leaders to track financial metrics/results, controls and risks to drive reliable accounting results
  • Works closely with management on various projects, including M&A, System development, Efficiency initiatives and control development
  • Mentors junior team members
  • All other duties as assigned.


Basic Requirements:
  • Minimum of 3 - 6 years' experience in public accounting and/or large company
  • Advanced knowledge of financial reporting standards and accounting principles required
  • Strong attention to detail and analytical skills
  • Expert proficiency in the use of business applications, particularly Excel
  • Experience with general ledger applications (preferably Workday)
  • Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
  • Self-starter who will anticipate challenges and work proactively to resolve issues
  • Strong written and verbal communication 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 analyzing and communicating financial results to leadership
  • Active CPA highly preferred
  • 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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