Senior Accountant

Addison Group; El Segundo (CA); On-site; USD 115,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid holidays and sick time

Mileage-based commuting subsidy

401(k) with employer contributions

Group life and disability insurance

Job summary

Addison Group is partnering with a growing investment management firm to identify a Senior Accountant to join its U.S. team in the Los Angeles area. This hands-on, broad-scope role covers accounting operations, financial reporting, tax coordination, budgeting, and audits.

You will work with U.S. and European colleagues to support financial reporting, regulatory compliance, and finance operations in an entrepreneurial, international environment.

Qualifications

• 5+ years of progressive accounting experience with strong knowledge of accounting principles and procedures.
• Experience in investment management or broader financial services industry.
• Hands-on experience across general ledger, accounts payable, accounts receivable, and payroll.
• Strong month-end and year-end close, financial reporting, budgeting, and audit experience.
• Experience coordinating with external CPA firms, tax advisors, and independent auditors.
• Proficiency with accounting systems, Excel, and other financial reporting and analytical tools.
• Familiarity with AI tools and their practical applications in finance and accounting.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Excellent communication skills and the ability to explain complex accounting matters to senior stakeholders.
• A proactive, adaptable, and collaborative approach, with the ability to work effectively across teams and time zones.

Responsibilities

• Accounting Operations: Support day-to-day U.S. accounting activities, including accounts payable and receivable, cash reconciliations, invoice processing, payments, and general ledger maintenance.
• Financial Reporting: Coordinate monthly, quarterly, and year-end financial reporting, including income statements, balance sheets, cash flow statements, and supporting schedules, in collaboration with outsourced accounting partners.
• Tax & Regulatory Compliance: Coordinate tax reporting and filings with external tax advisors and support broker-dealer regulatory reporting in partnership with compliance and financial operations stakeholders.
• Budgeting & Forecasting: Participate in the annual budgeting process, maintain forecasts throughout the year, and analyze actual results against budget.
• Audit Coordination: Prepare audit schedules, reconciliations, and supporting documentation while coordinating with external auditors and tax advisors through the completion of interim and annual audits.
• Commission Calculations: Partner with client services to calculate sales commissions and support accurate, timely processing.
• Process Improvement: Maintain accounting systems and records, identify opportunities to improve workflows, and leverage technology and AI tools to enhance efficiency and accuracy.
• Cross-Functional Collaboration: Build effective working relationships with U.S. and international finance teams and external service providers to ensure accurate, timely financial operations.

Skills

5+ years accounting experience

Investment management experience

Cross-functional collaboration

Month-end close

Financial reporting

Communication with senior stakeholders

Accounting systems proficiency

AI in finance/apps

Adaptable and proactive

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

Job description

Compensation: $115,000 - $130,000 + Annual Bonus

Benefits: This position is eligible for medical, dental, vision, paid holidays, sick time, mileage-based commuting subsidy, 401(k) plan with employer contributions, + group life and disability insurance.

We’re partnering with a growing, internationally established investment management firm to identify a Senior Accountant to join its U.S. team in the Los Angeles area.

This is a hands-on, broad-scope accounting and finance role supporting U.S. operations across investment advisory and broker-dealer entities. The ideal candidate brings strong technical accounting fundamentals, experience within the investment management industry, and the ability to collaborate with internal stakeholders and external accounting, tax, and audit partners.

You’ll work closely with colleagues in the U.S. and Europe, contributing to financial reporting, regulatory compliance, budgeting, and the continued development of finance operations in an entrepreneurial, international environment.

Key Responsibilities

• Accounting Operations: Support day-to-day U.S. accounting activities, including accounts payable and receivable, cash reconciliations, invoice processing, payments, and general ledger maintenance.
• Financial Reporting: Coordinate monthly, quarterly, and year-end financial reporting, including income statements, balance sheets, cash flow statements, and supporting schedules, in collaboration with outsourced accounting partners.
• Tax & Regulatory Compliance: Coordinate tax reporting and filings with external tax advisors and support broker-dealer regulatory reporting in partnership with compliance and financial operations stakeholders.
• Budgeting & Forecasting: Participate in the annual budgeting process, maintain forecasts throughout the year, and analyze actual results against budget.
• Audit Coordination: Prepare audit schedules, reconciliations, and supporting documentation while coordinating with external auditors and tax advisors through the completion of interim and annual audits.
• Commission Calculations: Partner with client services to calculate sales commissions and support accurate, timely processing.
• Process Improvement: Maintain accounting systems and records, identify opportunities to improve workflows, and leverage technology and AI tools to enhance efficiency and accuracy.
• Cross-Functional Collaboration: Build effective working relationships with U.S. and international finance teams and external service providers to ensure accurate, timely financial operations.

Qualifications

• 5+ years of progressive accounting experience with strong knowledge of accounting principles and procedures.
• Experience in investment management or broader financial services industry.
• Hands-on experience across general ledger, accounts payable, accounts receivable, and payroll.
• Strong month-end and year-end close, financial reporting, budgeting, and audit experience.
• Experience coordinating with external CPA firms, tax advisors, and independent auditors.
• Proficiency with accounting systems, Excel, and other financial reporting and analytical tools.
• Familiarity with AI tools and their practical applications in finance and accounting.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Excellent communication skills and the ability to explain complex accounting matters to senior stakeholders.
• A proactive, adaptable, and collaborative approach, with the ability to work effectively across teams and time zones.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.