Senior Accountant

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
90K-105K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead month-end close activities, reconcile balance sheet accounts, analyze income statement variances, prepare/review journal entries, support external audits, improve controls and accounting processes, partner with business leaders on financial metrics and projects (M&A, systems), and mentor junior accountants.
Summary Generated by Built In
Current Employees and Contractors Apply HereOsaic Careers

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: $90,000 - $105,000 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 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:

Education option examples: 

  • Bachelor’s or Master’s Degree from accredited university in Accounting is required. 

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

  • Expert 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)

  • 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 analyzing and communicating financial results to leadership

  • Active CPA highly preferred

  • Public accounting experience at Big 4 or large international firm (BDO, RSM, Grant Thornton)

Current Employees and Contractors Apply Here

Skills Required

  • Bachelor's or Master's Degree in Accounting
  • 3-6 years' experience in public accounting and/or large company
  • Advanced knowledge of financial reporting standards and accounting principles
  • Strong attention to detail and analytical skills
  • Expert proficiency with Excel
  • Experience with general ledger applications (preferably Workday)
  • Experience managing multiple projects in a fast-paced, deadline-oriented environment
  • Self-starter who anticipates challenges and resolves issues proactively
  • Strong written and verbal communication skills
  • Highly accountable team player with customer service mentality
  • Prior financial services industry experience
  • Public Company/Controls experience (SOX)
  • 10Q/K based audit experience
  • M&A accounting and synergy experience
  • Experience preparing/compiling public or public-like financial statements, including footnotes
  • Experience preparing/researching technical accounting memos and implementing guidance
  • Experience analyzing and communicating financial results to leadership
  • Active CPA
  • Public accounting experience at Big Four or large international firm

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.

  • 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.
  • 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.
  • Retirement Support A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.

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The Company
Scottsdale, , Arizona
2,194 Employees

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.

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