Senior Accountant

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Senior Accountant to perform advanced accounting and financial analysis, prepare journal entries, and lead key projects. The role includes posting, reconciliations, and supporting audits in a fast-paced environment.

The successful candidate will bring a Bachelor’s in Accounting/Finance, 5+ years of experience, and strong Excel/NetSuite skills, with CPA or MBA preferred. Collaboration and process improvement are valued within a dynamic team.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 5+ years progressive experience in Accounting or Finance.
• Experience in the financial services industry.
• Understanding of GAAP accounting principles and accounting policies.
• Proven ability to work independently and to identify problems/solutions.
• Strong communication and collaboration skills.
• Proficiency in Excel and Word; NetSuite and SQL experience is a plus.
• Experience with Oracle NetSuite is desired.

Responsibilities

• Perform complex accounting analysis to validate financial statements and identify potential errors; deliver financial reports.
• Research accounting policy and formulate recommendations for processes and procedures.
• Manage and coordinate financial and regulatory audits with external auditors.
• Support M&A initiatives, including financial due diligence and integration activities.
• Lead department projects; report findings to management and drive recommendations.
• Develop schedules for accruals, amortization, and other accounting transactions; automate where beneficial.
• Oversee, train, and review work by accounting staff and Escalations.

Skills

Critical thinking

Independent work

Strong communication

Problem solving

Education

Bachelor’s degree in Accounting or Finance

MBA, MAcc, or CPA preferred

Tools

Excel

Word

NetSuite

SQL

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

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/solutions
• Demonstrated 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.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.