Accounting Opportunity 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)
Skills Required
- Bachelor's degree in Accounting from a U.S. accredited university (US GAAP focused)
- FINRA SIE, Series 99 or Series 27 (required; may be completed in first 6 months)
- Minimum of 5 years progressive experience in a large public accounting firm (Top 7) and/or large public company
- Prior experience leading a team, projects and talent development
- Prior experience leading external audits including testing procedures and timelines
- Experience with general ledger applications (preferably Workday)
- Advanced proficiency in Microsoft Office, particularly Excel
- Strong attention to detail and analytical skills
- Highly accountable team player with customer service mentality
- Active CPA
- MBA or Masters in Accounting
- Prior financial services industry experience
- Public company / SOX controls experience
- 10Q/10K audit experience
- Prior M&A accounting and synergy experience
- Experience preparing or reviewing public-like financial statements and footnotes
- Experience preparing/researching technical accounting memos and implementing results
- Experience interpreting and explaining financial results to business leaders
- Public accounting experience at Big 4 or large international firm (BDO, RSM, Grant Thornton)
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
