The Role
The Revenue Accountant will manage revenue accounting cycles, ensuring compliance with ASC 606, performing month-end close, and providing customer service. They will review account reconciliations and support financial integrations, contributing to timely and accurate financial reporting.
Summary Generated by Built In
Position Objective
World Investment Advisors, LLC is looking to add a vibrant accounting professional to our roster. The candidate should be a self-starting, tech savvy professional who is comfortable managing a general ledger and subledgers while also possessing the ability to provide excellent customer service to our management team and advisors.
If you are a strong accountant looking to work for a fast-growing, dynamic company with a strong employee-focused culture, then please send us your resume. The Revenue Accountant plays a vital role in the day-to-day management of revenue accounting cycles by overseeing all activities involved in maintaining revenue recognition entries and associated assets and liabilities.
This position is expected to take a role in the working with the accounting team in completing the processes and tasks required to ensure timely, successful completion of month-end close, completeness and accuracy of financial reports, and adherence to procedures and internal controls, among other duties. Excellent time management, critical thinking, multi-tasking, attention to detail, and diligence to ensure timely completion of tasks are some of the skills required for success in this position. This position works directly with a Senior Revenue Accountant and reports to the Controller.
Typical Duties and Responsibilities
Position Requirements
Preference Given to Candidates with the Following Qualifications:
Perks & Benefits
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
#LI-REMOTE
1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
World Investment Advisors, LLC is looking to add a vibrant accounting professional to our roster. The candidate should be a self-starting, tech savvy professional who is comfortable managing a general ledger and subledgers while also possessing the ability to provide excellent customer service to our management team and advisors.
If you are a strong accountant looking to work for a fast-growing, dynamic company with a strong employee-focused culture, then please send us your resume. The Revenue Accountant plays a vital role in the day-to-day management of revenue accounting cycles by overseeing all activities involved in maintaining revenue recognition entries and associated assets and liabilities.
This position is expected to take a role in the working with the accounting team in completing the processes and tasks required to ensure timely, successful completion of month-end close, completeness and accuracy of financial reports, and adherence to procedures and internal controls, among other duties. Excellent time management, critical thinking, multi-tasking, attention to detail, and diligence to ensure timely completion of tasks are some of the skills required for success in this position. This position works directly with a Senior Revenue Accountant and reports to the Controller.
Typical Duties and Responsibilities
- Manage the monthly revenue close processes to ensure that revenue is recognized in accordance with ASC 606 and the Company's revenue recognition policies.
- Review and reconcile accruals, reversals, invoicing schedules, and account reconciliations to support balances and activity.
- Manage account receivable collections and delinquent accounts.
- Assist with the timely execution and review of month-end close activities, including, but not limited to account reconciliation, analysis, and reporting.
- Participate in the month-end close process, expand and improve policies and procedures for monthly, quarterly, and annual close processes.
- Support Salesforce and Netsuite financial system integration and enhancement projects, as required.
- Assist with onboarding of new acquisitions into our accounting systems and processes.
- Additional projects and duties as assigned.
- Provide timely and positive customer service by phone and e-mail, with advisors, payors or clients regarding payments issues or discrepancies.
- Respond promptly to advisor requests.
- Resolve questions where possible or submit to another team member for escalation as needed.
- Focus on 100% advisor satisfaction.
Position Requirements
- A Bachelor’s degree in accounting is required.
- Degree(s) must be from a credible college or university.
- Must be extraordinarily detailed oriented. We find the pennies!
- Must be highly skilled in use of Excel Spreadsheets.
- Must be skilled in use of MS Word and must be a very good writer in order to handle the occasional administrative needs of the department.
- Must have very good verbal skills.
- Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures.
- A minimum of 3-5 years of experience in accounting is required.
- Experience within the financial services industry is strongly preferred.
- Netsuite experience is strongly preferred.
- Software familiarity with Salesforce, Boomi, or Tamarac is a plus.
Preference Given to Candidates with the Following Qualifications:
- Strong accounting background (Don’t be green. This is a detailed oriented and fast paced position).
- 10 out of 10 on team spirit required!
- Self-starter who can manage multiple deadlines and run point on new projects.
- Someone who cannot let the details go unnoticed.
Perks & Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Flexible Paid Time Off Policy
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Remote Work Opportunity
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
- Great company culture with an awesome team-oriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
#LI-REMOTE
1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
Top Skills
Boomi
Excel
Ms Word
NetSuite
Salesforce
Tamarac
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The Company
What We Do
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.
We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions.
Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing.
Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges.
This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business
