Senior Accountant & Process Improvement Lead (GAAP)

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

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.