Corporate Finance Opportunity in Financial Services
Senior 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: $85,000 – $100,000 per year + annual performance-based 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 Senior Accountant is primarily responsible for monthly close tasks, variance analysis over the income statement, and balance sheet reconciliations. This position will focus on delivering accurate close results, reconciliations and audit procedures. The Senior accountant will be expected to own assigned areas and deliver a consistent and accurate work product. In this role, you will be leading various accounting efforts including process improvement over assigned areas, working closely with your manager on various projects, and mentoring junior team members. 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 in Accounting from a U.S. Accredited University (US GAAP Focused Education)
Preferred: MBA or Masters in Accounting
Responsibilities:
Ownership of assigned close process including close result delivery, analytics, explanation of results, reconciliations and control environments
Perform/review fluctuation analyses on variances in monthly results on income statement and balance sheet
Reviews and/or prepares monthly journal entries
Owns and delivers external audit request timely and collaborates with internal/external auditors
Assists with improvements of control environment of operational process and financial reporting
Identifies and implements improvements to current accounting processes through process improvement and/or automation
Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment
Partners with business leaders to track financial metrics/results, controls and risks to drive reliable accounting results
Works closely with management on various projects, including M&A, System development, Efficiency initiatives and control development
Mentors junior team members
All other duties as assigned.
Basic Requirements:
Minimum of 3 – 6 years’ experience in public accounting and/or large company
Advanced knowledge of financial reporting standards and accounting principles required
Strong attention to detail and analytical skills
Advanced proficiency in the use of business applications, particularly Excel
Experience with general ledger applications (preferably Workday)
Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
Self-starter who will anticipate challenges and work proactively to resolve issues
Strong written and verbal communication skills
Highly accountable team player with customer service mentality
Preferred Requirements:
Prior financial services industry experience
Public Company/Controls experience (SOX)
10-K/10-Q based audit requirement experience
Prior M&A Accounting and Integration 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 analyzing and communicating financial results to leadership
CPA license highly preferred
Public accounting experience at Big 4 or large international firm (BDO, RSM, Grant Thornton)
Top Skills
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.
