The Senior Accountant is responsible for performing advanced accounting and financial analysis functions, such as preparing & posting journal entries, generating & maintaining various general ledger account reconciliations, performing medium-to-complex research/analyses, and serving as a team lead for escalations and projects.
What You'll Do:- Perform complex accounting analysis to validate financial statements and identify potential errors. Delivers a variety of financial reports to communicate results and trends.
- Research accounting policy and formulate recommendations for processes and procedures.
- Manage and coordinate the financial and regulatory audits. Work with external auditors to resolve outstanding deliverables.
- Support M&A initiatives, including financial due diligence, transaction accounting assessments, and coordination of post-acquisition onboarding and integration activities
- Serve as the team lead on department projects. Investigate potential impacts, report findings to Management, and facilitate final recommendations.
- Develop and maintain appropriate schedules for accruals, amortization, and other accounting transactions. Automate and leverage technology when beneficial.
- Oversee, train, and review work completed by accounting staff. Serve as a resource for questions and escalations.
- Perform other duties as assigned.
What You Bring: - Bachelor's degree in Accounting or Finance related field required. MBA, MAcc, or CPA preferred.
- 5+ years progressive experience in Accounting or Finance.
- Experience working in the financial services industry.
- Understanding of GAAP accounting principles and accounting policies & procedures
- Critical thinking skills necessary with the ability to plan, prioritize, and conceptualize
- Proven ability to work independently to interpret in formation and identify problems/solutions
- Demonstrated ability to work cooperatively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results
- Strong communication and problem-solving skills, as well as flexibility, creativity and the desire to innovate and design processes are highly preferred
- Proficiency in Excel and Word. Knowledge of NetSuite Accounting System or SQL is a plus
- Experience with Oracle NetSuite desired.
Internal Application Policy:Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
