Accounting Opportunity in Financial Services
Senior Financial Reporting 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: $95,000 - $115,000 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 Financial Reporting Accountant is a key member of Osaic’s Financial Reporting team who will play a critical role in the preparation of financial statements for regulatory and compliance purposes. We are looking for a highly motivated professional located in either Scottsdale, AZ or La Vista, NE with good written and verbal communication skills and comprehensive knowledge of US GAAP who is passionate about delivering quality results and driving continuous improvement in a dynamic, high-growth environment.
Responsibilities:
Prepare quarterly and annual consolidated financial statements for Osaic and coordinate supporting documents for disclosures included in the financial statements (e.g., footnotes, MD&A).
Prepare annual financial statements for each of Osaic’s broker-dealer subsidiaries and coordinate supporting documents for disclosures included in the financial statements (e.g., footnotes, supplemental schedules).
Prepare monthly cash flow statements.
Work with cross-functional teams to obtain support and prepare/maintain comprehensive documentation to support the completeness and accuracy of the financial statements and disclosures.
Interface with external auditors to ensure that support and explanations for all requests are provided.
Perform technical accounting research in the review and assessment of accounting and financial reporting implications of new accounting pronouncements or complex transactions.
Assist in implementation and maintenance of internal controls around financial reporting.
Assist in continuous improvement initiatives related to financial reporting, including the implementation of new or expanding the usage of certain existing financial reporting tools.
Education Requirements:
Bachelor’s Degree from accredited university in Accounting and High School Diploma or equivalent (GED) is required. Active CPA License required.
Basic Requirements:
3+ years of experience in public accounting and/or private industry with SEC reporting and technical US GAAP research and analysis
Strong attention to detail
Advanced MS Excel skills, including VLOOKUPs and pivot tables
Demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment and performing with a high degree of accuracy
Self-starter who will anticipate challenges and work proactively to resolve issues
Excellent written and verbal communication and interpersonal skills to work effectively with associates at all levels
Demonstrates credibility and a willingness to do things the right way
Preferred Requirements:
Audit-related experience in a publicly traded environment
Experience working with Workiva Wdesk and Workday Financials
Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Skills Required
- Bachelor's degree in Accounting from an accredited university
- High school diploma or GED
- Active CPA license
- 3+ years of experience in public accounting and/or private industry
- Experience with SEC reporting and technical US GAAP research and analysis
- Advanced Microsoft Excel skills, including VLOOKUPs and pivot tables
- Experience managing multiple projects in a fast-paced, deadline-oriented environment
- Strong attention to detail and high degree of accuracy
- Excellent written, verbal, and interpersonal communication skills
- Audit-related experience in a publicly traded environment
- Experience with Workiva Wdesk and Workday Financials
- Prior financial services industry experience
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.
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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.
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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.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
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.
