Junior Financial Reporting Accountant — Broker-Dealer

Wedbush; Pasadena (CA); On-site; USD 63,000 - 84,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) matching

Tuition reimbursement

PTO 3 weeks

Paid holidays

Job summary

Wedbush Securities, based in Los Angeles with offices nationwide, is seeking an Accountant I, Financial Reporting in Pasadena, CA. This early-career role focuses on developing technical accounting and financial reporting within financial services.

You’ll assist with quarterly and annual U.S. GAAP statements, month-end closes, and regulatory filings, while collaborating across departments to ensure accuracy and compliance.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–2 years of accounting, audit, or financial reporting experience.
• Foundational knowledge of U.S. GAAP and financial statement preparation.
• Internship or work experience in public accounting, financial services, or corporate accounting preferred.
• Understanding of financial services and broker-dealer operations is a plus.
• Experience with Great Plains or similar accounting systems is a plus.
• Proficiency in Microsoft Office, including intermediate to advanced Excel skills.
• Strong analytical, problem-solving, and organizational skills.
• Ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail.
• Strong verbal and written communication skills.
• Demonstrated ability to work collaboratively in a team environment and build effective relationships across departments.
• Exposure to SEC reporting, broker-dealer accounting, or financial services industry practices is a plus.

Responsibilities

• Assist in the preparation of quarterly and annual U.S. GAAP financial statements for the Broker-Dealer.
• Assist in the preparation of quarterly and annual consolidating financial statements for the Group.
• Prepare month-end close deliverables, including journal entries, account reconciliations, and reporting schedules.
• Prepare and maintain supporting workpapers and documentation for financial reporting processes.
• Assist with the preparation of internal financial reporting packages and management reports.
• Support quarterly and annual regulatory filings.
• Collaborate with various departments to obtain supporting documentation and resolve discrepancies.
• Analyze financial data and investigate account variances.
• Support internal and external audit requests by compiling schedules and documentation.
• Assist in documenting and updating accounting policies, procedures, and internal controls.
• Research accounting guidance and standards under the direction of senior team members.
• Identify opportunities to improve processes and efficiencies.
• Perform other duties and special projects as assigned.

Skills

U.S. GAAP

Excel proficiency

Financial reporting

Analytical skills

Communication skills

Team collaboration

Education

Bachelor's degree in Accounting, Finance, or a related field

Tools

Great Plains

Microsoft Office

Job description

Wedbush Securities, based in Los Angeles with offices nationwide, is seeking an Accountant I, Financial Reporting in Pasadena, CA. This early-career role focuses on developing technical accounting and financial reporting within financial services.

You’ll assist with quarterly and annual U.S. GAAP statements, month-end closes, and regulatory filings, while collaborating across departments to ensure accuracy and compliance.