Corporate Finance Opportunity 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
Skills Required
- Bachelor's in Accounting from a U.S. Accredited University
- 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)
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.
