The Senior Accountant is responsible for overseeing general accounting operations by controlling and verifying financial transactions. The Senior Accountant combines excellent analytical skills with a thorough knowledge of accounting principles to drive month-end process, maintain controls and help create efficiencies and process improvements.
Responsibilities:
- Ensure accuracy and effectiveness in all accounting tasks
- Verify, allocate, and approve all accounts payable transactions
- Reconcile account balances, maintain general ledger and prepare month-end close procedures
- Support month-end and year-end close process
- Produce accounting reports/statements and present their results
- Develop and document business processes and accounting policies to maintain and strengthen internal controls
- Direct internal and external audits to ensure compliance
- Ensure compliance with GAAP principles
- Assist with tax audits and tax returns
- Communicate with Finance manager and Accounting manager to improve financial reporting and procedures
- Provide input into department’s goal setting process
Requirements:
- Bachelor’s degree in Accounting required
- 3+ years accounting experience (public preferred)
- Thorough knowledge of basic accounting procedures
- In-depth understanding of Generally Accepted Accounting Principles (GAAP)
- Experience with Netsuite preferred
- Advanced knowledge of Excel
- Strong problem solving and analytical skills, documentation skills, and research and resolution skills
- Highly detail oriented and organized
- Capable of meeting assigned deadlines in a fast-paced environment
- Ability to function well in a team-oriented environment
- Honesty, strong ethical standards and integrity are a must
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1 #LI-Hybrid
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Skills Required
- Bachelor's degree in Accounting
- 3+ years accounting experience
- Thorough knowledge of basic accounting procedures
- In-depth understanding of GAAP
- Experience with NetSuite
- Advanced knowledge of Excel
- Strong problem solving, analytical, documentation, research and resolution skills
- Highly detail oriented and organized
- Capable of meeting assigned deadlines in a fast-paced environment
- Ability to function well in a team-oriented environment
- Honesty, strong ethical standards and integrity
What the Team is Saying
Vestmark, Inc. Compensation & Benefits Highlights
-
Healthcare Strength — Medical coverage is described as robust, with the employer covering a large share of premiums and offering multiple plan options including an HSA, alongside dental, vision, life, and disability. Wellness supports such as on-site fitness access, reimbursements, and incentive programs further reinforce overall health benefits.
-
Leave & Time Off Breadth — Time off is structured with vacation, sick time, and a full set of company holidays, and public materials characterize the PTO and holiday policies favorably. Additional paid leaves are also listed.
-
Retirement Support — A 401(k) program includes employer matching with vesting after a short service period, positioned as competitive for a midsize fintech employer. Traditional and Roth options and references to true-up practices strengthen the retirement offering.
Vestmark, Inc. Insights
What We Do
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.
Why Work With Us
Our employees are the reason we've been named a Best Places to Work for several years! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
Gallery
Vestmark, Inc. Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.
