Senior Accountant

1870 Holdings is a privately held financial services organization with approximately $1 billion in consolidated assets. The company oversees a diversified portfolio that includes multiple community bank charters, an insurance agency, and a tax and accounting firm. We are committed to strong financial performance, long-term shareholder value creation, and disciplined strategic growth.

Position Overview
1870 Holdings is seeking a highly skilled Senior Accountant to join its executive leadership team and support the fiscal management of the holding company and its subsidiaries. Reporting directly to the President, this role plays a critical part in consolidated financial reporting, audit management, shareholder reporting, and strategic financial analysis.

This position is a key component of the company’s long-term succession plan, with the expectation that the successful candidate will be prepared to transition into the Chief Financial Officer (CFO) role within 3–5 years.

Key Responsibilities
Financial Reporting
•    Lead the preparation of consolidated monthly financial statements for the holding company and subsidiaries.
•    Ensure accurate and timely consolidation of financial results across multiple banks and other operating entities.
•    Analyze financial performance and provide insights to executive leadership and the board of directors.
•    Support budgeting and forecasting for the consolidated entity.

Audit Management
•    Serve as the primary coordinator for the annual financial statement audit.
•    Manage relationships with external auditors and oversee timely completion of audit deliverables.
•    Coordinate with internal accounting teams and subsidiary entities to ensure full audit readiness.

Shareholder Accounting & Reporting
•    Assist the Executive Secretary in maintaining accurate shareholder records, including stock ownership and transactions.
•    Assist in preparing shareholder communications and financial reporting materials.
•    Support dividend calculations and related compliance requirements.

Human Resources Support
•    Provide accounting support for payroll and benefit plans.
•    Assist leadership in administering existing executive benefits and developing additional performance-based compensation plans.

Strategic Financial Analysis
•    Develop financial models to support mergers, acquisitions, and other strategic initiatives.
•    Assist executive leadership with capital planning, financial forecasting, and performance modeling.

Tax Coordination & Oversight
•    Coordinate with external tax advisors on the preparation and review of federal and state tax filings.
•    Assist with gathering information and supporting schedules for tax compliance.
•    Review tax provisions and ensure alignment with financial reporting.
•    Maintain a working understanding of tax implications related to corporate structure, dividends, and strategic initiatives.

Governance Support
•    Prepare financial materials and analyses for board and committee meetings.
•    Support corporate governance standards and regulatory financial reporting requirements.
 

Education
•    Bachelor’s degree in accounting or finance required
•    CPA strongly preferred

Experience
•    Approximately 10 years of experience in banking, financial services, or public accounting with financial institutions
•    Preferred background in community banking, bank holding company accounting, and consolidated financial reporting

Skills & Competencies
•    Strong understanding of GAAP financial statement preparation and consolidation
•    Demonstrated experience managing external audits
•    Advanced financial modeling and strategic analysis skills
•    Excellent organizational and project management abilities
•    Effective communication skills, including interaction with executive leadership and boards
•    High integrity and discretion in handling sensitive financial information

Career Path & Succession Planning
This role is intentionally designed to prepare the successful candidate for advancement into the Chief Financial Officer position within 3–5 years. The Senior Accountant will progressively assume increased financial leadership and strategic responsibilities, ensuring continuity and long-term strength in the company’s executive team and financial oversight.

Compensation & Benefits

•    Comprehensive benefits package including:

• Base Salary:  $125,000-$150,000
• Health, Dental and Vision Insurance
• HSA Contribution
• 401(k) plan with Employer match
• Short-Term Disability, Long-Term Disability and Life Insurance
• Vacation and Personal Time
• Holiday Pay
• Significant long-term growth and executive leadership opportunities