Senior Accountant

Kestra Financial; Tempe (AZ); On-site; USD 85,000 - 110,000; Full time

Job summary

Kestra Financial seeks a Senior Accountant in Tempe, AZ to perform advanced accounting and financial analysis, including journal entries, reconciliations, and leading escalations on projects.

Requires a Bachelor's in Accounting/Finance, 5+ years in accounting/finance, financial services experience, GAAP knowledge, and strong Excel/NetSuite/SQL skills; MBA/CPA preferred.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• MBA, MAcc, or CPA preferred.
• 5+ years progressive accounting/finance experience.
• Experience in the financial services industry.
• Knowledge of GAAP accounting principles and policies.
• Strong communication and problem-solving skills.
• Proficiency with Excel and Word; NetSuite/SQL knowledge is a plus.
• Experience with Oracle NetSuite desired.

Responsibilities

• Perform complex accounting analysis to validate financial statements and identify errors. Delivers a variety of financial reports to communicate results and trends.
• Research accounting policy and formulate recommendations for processes and procedures.
• Manage and coordinate the financial and regulatory audits. Work with external auditors to resolve outstanding deliverables.
• Support M&A initiatives, including financial due diligence, transaction accounting assessments, and coordination of post-acquisition onboarding and integration activities
• Serve as the team lead on department projects. Investigate potential impacts, report findings to Management, and facilitate final recommendations.
• Develop and maintain appropriate schedules for accruals, amortization, and other accounting transactions. Automate and leverage technology when beneficial.
• Oversee, train, and review work completed by accounting staff. Serve as a resource for questions and escalations.
• Perform other duties as assigned.

Skills

GAAP knowledge

Critical thinking

Independent worker

Communication skills

Process improvement

Cross-functional collaboration

Education

Bachelor's degree in Accounting or Finance

MBA/CPA preferred

Tools

Excel

Word

NetSuite

SQL

Job description

Lead with Purpose. Partner with Impact.

The Senior Accountant is responsible for performing advanced accounting and financial analysis functions, such as preparing & posting journal entries, generating & maintaining various general ledger account reconciliations, performing medium-to-complex research/analyses, and serving as a team lead for escalations and projects.

What You’ll Do:

• Perform complex accounting analysis to validate financial statements and identify potential errors. Delivers a variety of financial reports to communicate results and trends.
• Research accounting policy and formulate recommendations for processes and procedures.
• Manage and coordinate the financial and regulatory audits. Work with external auditors to resolve outstanding deliverables.
• Support M&A initiatives, including financial due diligence, transaction accounting assessments, and coordination of post-acquisition onboarding and integration activities
• Serve as the team lead on department projects. Investigate potential impacts, report findings to Management, and facilitate final recommendations.
• Develop and maintain appropriate schedules for accruals, amortization, and other accounting transactions. Automate and leverage technology when beneficial.
• Oversee, train, and review work completed by accounting staff. Serve as a resource for questions and escalations.
• Perform other duties as assigned.

What You Bring:

• Bachelor’s degree in Accounting or Finance related field required. MBA, MAcc, or CPA preferred.
• 5+ years progressive experience in Accounting or Finance.
• Experience working in the financial services industry.

• Understanding of GAAP accounting principles and accounting policies & procedures
• Critical thinking skills necessary with the ability to plan, prioritize, and conceptualize
• Proven ability to work independently to interpret in formation and identify problems/solutionsDemonstrated ability to work cooperatively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results
• Strong communication and problem-solving skills, as well as flexibility, creativity and the desire to innovate and design processes are highly preferred
• Proficiency in Excel and Word. Knowledge of NetSuite Accounting System or SQL is a plus
• Experience with Oracle NetSuite desired.