Director, Accounting

Advisor Group; Boston (MA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Advisor Group seeks a Director of Accounting to lead monthly close, financial reporting, and controls for a fast-scaling wealth management business. You will collaborate across accounting, operations, and advisor relations, transitioning between technical accounting and hands-on problem solving.

Key responsibilities include owning the close process, enforcing billing controls, and coordinating with shared services for AP and payroll. A CPA and 10+ years of experience are strongly preferred.

Qualifications

• Advanced Excel proficiency and strong financial analysis skills.
• Experience mentoring and developing accounting/finance teams.
• Proven ability to drive cross-functional initiatives across accounting, operations, and advisor relations.

Responsibilities

• Own the monthly close and drive a 5‑business‑day close across entities.
• Design controls over billing, revenue share, and journal entries.
• Oversee billing operations and invoicing across systems.
• Coordinate with HR on compensation, bonuses, and commissions tracking.
• Partner with wealth managers on billing and revenue share questions.
• Lead and develop the accounting/finance team, driving continuous improvement.

Skills

Advanced Excel

Mentoring & development

Financial analysis

Cross-functional collaboration

Education

Bachelor’s degree in Accounting or Finance

Active CPA license

Master’s degree (preferred)

Tools

Workday

NetSuite

Job description

Wealth Management Opportunity in Financial Services

Director of Accounting

Location:Boston

Role Type: Full time

Salary: $200,000 - $250,000 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 Director of Accounting owns the monthly close, financial reporting, and accounting controls for a wealth management business scaling quickly through acquisition, while also driving cross-functional work across accounting, operations, and advisor relations. The ideal candidate moves comfortably between technical accounting judgment and hands‑on problem solving and is energized by building processes in a business.

Responsibilities:

• Own the monthly close and drive the team toward a 5‑business‑day close, coordinating billing, revenue share, and commission/bonus accruals across multiple entities and locations.

• Design and enforce controls over billing, revenue share, and journal entry tagging, including segregation of duties between client‑facing staff and billing‑critical data.

• Oversee billing operations across Black Diamond and NetSuite, driving toward standardized, fee calculation and invoicing.

• Manage the working relationship with the parent company’s shared services team for AP, payroll, and Workday‑based workflows.

• Coordinate vendor and contract oversight, eliminating duplicative or expired spend and establishing a defined contract closeout process.

• Represent accounting in pre‑signing diligence on new acquisitions, ensuring deal terms (deferred payments, earnouts, revenue share) are operationally trackable before contracts are executed.

• Assist in continuously improving the M&A integration playbook based on lessons learned from prior deals.

• Partner directly with wealth managers and relationship managers on billing, referral fee, and revenue share questions, translating between operational reality and accounting/legal requirements.

• Work with HR on compensation, bonus, and commission plan administration, ensuring contractual obligations are properly tracked and accrued.

• Act as the cross‑functional communication link so that changes in billing arrangements or advisor structures are flagged to accounting before they take effect, not after.

• Lead, coach, and develop a team of accounting and finance professionals, building a culture of ownership and continuous improvement.

• Act as a trusted extension of the CFO on special projects, cross‑functional initiatives, and executive‑level communication.

• Translate CFO priorities into executable plans for the team, and surface ground‑level operational realities back up to the CFO and leadership team.

• All other duties as assigned

Education Requirements:

• Bachelor’s Degree from accredited university in Accounting, Finance, or related field, High School Diploma or equivalent (GED) is required.

• Active CPA License required.

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Basic Requirements:

• 10+ years of progressive accounting/finance experience, preferably including direct experience in a private equity–backed portfolio company environment (required).

• Experience in financial services strongly preferred.

• Experience with Workday (or a comparable wealth management portfolio accounting platform) preferred.

• Experience with M&A integration, and post‑close accounting cleanup.

• Demonstrated experience managing, mentoring, and developing a team.

• Advanced Excel proficiency and demonstrated comfort building process and structure where none currently exists.

Preferred Requirements:

• Master's degree in Accounting, Finance, or Business Administration.

• Experience within wealth management, financial services, registered investment advisory (RIA), or professional services environments.

• Experience supporting acquisitions and post‑acquisition integration efforts.

• Familiarity with multi-entity accounting structures and private equity-backed organizations.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.