Senior Accountant

Advisor Group; Scottsdale (AZ); Hybrid; USD 86,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic, located in the Scottsdale hub, is seeking a Senior Accountant to own the monthly close, perform variance analysis, and manage balance sheet reconciliations. Hybrid work requires 4+ days in the office, with hub locations including Scottsdale and La Vista.

The role emphasizes cross-functional collaboration, audit readiness, and process improvements within a high-growth financial services environment. CPA preferred, Big 4 experience desirable.

Qualifications

• Bachelor’s or Master’s Degree in Accounting required.
• Experience in public accounting or large company settings preferred.
• Advanced knowledge of financial reporting standards and accounting principles.

Responsibilities

• Ownership of monthly close processes and analytics

Skills

Public accounting

Financial reporting

Excel

Workday

Analytical skills

Attention to detail

Communication skills

Multi-project management

Cross-functional collaboration

Education

Bachelor’s or Master’s Degree in Accounting

Tools

Workday

Job description

Corporate Finance Opportunity in Financial Services

Senior 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:

$85,500 - $105,000 per year + annual performance 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 Accountant is primarily responsible for monthly close tasks, variance analysis over the income statement, and balance sheet reconciliations. This position will focus on delivering accurate close results, reconciliations and audit procedures. The Senior accountant will be expected to own assigned areas and deliver a consistent and accurate work product. In this role, you will be leading various accounting efforts including process improvement over assigned areas, working closely with manager on various projects, and mentoring junior team members. This role is expected to have experience in developing relationships with key business leaders, driving cross-functional collaboration and identifying areas for improvement. This role functions in a continuous improvement-based team culture with progressive expectations in a high-growth environment.

Education Requirements:

Education option examples:

• Bachelor’s or Master’s Degree from accredited university in Accounting is required.

Responsibilities:

• Ownership of assigned close process including close result delivery, analytics, explanation of results, reconciliations and control environments

• Perform/review fluctuation analyses on variances in monthly results on income statement and balance sheet

• Reviews and/or prepares monthly journal entries

• Owns and delivers external audit request timely and collaborates with internal/external auditors

• Assists with improvements of control environment of operational process and financial reporting

• Identifies and implements improvements to current accounting processes through process improvement and/or automation

• Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment

• Partners with business leaders to track financial metrics/results, controls and risks to drive reliable accounting results

• Works closely with management on various projects, including M&A, System development, Efficiency initiatives and control development

• Mentors junior team members

• All other duties as assigned.

Basic Requirements:

• Minimum of 3 – 6 years’ experience in public accounting and/or large company

• Advanced knowledge of financial reporting standards and accounting principles required

• Strong attention to detail and analytical skills

• Expert proficiency in the use of business applications, particularly Excel

• Experience with general ledger applications (preferably Workday)

• Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment

• Self-starter who will anticipate challenges and work proactively to resolve issues

• Strong written and verbal communication skills

• Highly accountable team player with customer service mentality

Preferred Requirements:

• Prior financial services industry experience

• Public Company/Controls experience (SOX)

• 10Q/K based audit requirement experience

• Prior M&A Accounting and Synergy experience

• Prior experience in reviewing/compiling Public/Public-like financial statements, including preparation of footnotes

• Prior experience preparing/researching technical accounting memos and implementing into accounting processes

• Prior experience analyzing and communicating financial results to leadership

• Active CPA highly preferred

• Public accounting experience at Big 4 or large international firm (BDO, RSM, Grant Thornton)

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.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.