Staff Accountant

Edelman Financial Engines, LLC; Fairfax (VA); On-site; USD 61,000 - 81,000; Full time

Benefits offered by this job

Discretionary bonus

Health & dental plans

401(k) contributions

Job summary

Edelman Financial Engines (EFE) is seeking a Staff Accountant on the Accounting team to analyze and record financial transactions, and to complete financial controls such as balance sheet reconciliations and variance explanations. You will be a team player with strong analytical and interpersonal skills to help us maintain timely and accurate financials.

The ideal candidate has a Bachelor's degree in accounting or finance, 2+ years of accounting experience, and proficiency in Excel.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• CPA or candidate preferred.
• 2+ years of accounting work experience.
• Proficiency in Microsoft Excel.
• Strong analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Confidential handling of sensitive information.
• Experience with Oracle, NetSuite or MS Dynamics.

Responsibilities

• Perform month-end close for revenue and related areas to ensure accuracy and timeliness.
• Support monthly/quarterly close for revenue, AR, and unbilled AR.
• Prepare journal entries, reconciliations, and flux analyses.
• Ensure accurate and timely monthly/quarterly close.
• Improve and refine processes for efficiency and accuracy.
• Maintain SOX compliance and internal control documentation.
• Provide schedules, analyses, and variance trends as needed.
• Handle ad-hoc projects as required.

Skills

Excel

Analytics

Communication

Confidentiality

Revenue cycle

Oracle

NetSuite

MS Dynamics

Time management

Organization

Independent judgment

Education

Bachelor’s degree in accounting, finance, or related field

CPA or candidate preferred

Tools

Oracle

NetSuite

Microsoft Dynamics

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Staff Accountant on the Accounting team, you’ll be responsible for analyzing and recording financial transactions and completing financial controls such as balance sheet reconciliations and month-over-month variance explanations. We are looking for a team player who is detail oriented with strong analytical and interpersonal skills to help us maintain timely and accurate financials. If you are an experienced professional with a positive attitude and strong aptitude for financial systems, this may be the opportunity for you.

Responsibilities:

• Perform month-end close process for revenue and related assigned areas to ensure they are recorded accurately, timely, and in accordance with internal policies
• Support the monthly & quarterly close processes for revenue, accounts receivable, & unbilled AR
• Prepare journal entries, reconciliations, and flux analysis
• Ensure accurate and timely monthly/quarterly close
• Continuously improve and refine existing processes and procedures to increase efficiency and accuracy of team deliverables
• Ensure compliance of financial reporting, internal controls, and maintain proper SOX documentations
• Provide various schedules, analysis, and variance trend analysis as required
• Perform ad-hoc/special projects as required

Job Requirements / Qualifications:

• Bachelor’s degree in accounting, finance, or related field required.
• CPA or candidate preferred
• 2+ years of accounting work experience
• Proficiency in Microsoft Office, especially Excel.
• Strong analytical and problem-solving skills
• Strong written and verbal communication skills
• Ability to maintain confidentiality in handling sensitive information
• Analytical skills including ability to review large amounts of data
• Understanding of revenue cycle systems and operations
• Exceptional organization and time-management skills
• Experience in, or exposure to, subsystems such as Oracle, NetSuite, Microsoft Dynamics
• Must be comfortable independently evaluating a situation, exercising judgment, and independently making decisions.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Pay Range

$60,700 - $81,000 USD

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized byBarron’sas a top RIA firm for eight years in a row(awarded each September (2018-2025) based on prior 12-month data through June 30) 1 ,wesupportmorethan1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets 2 .Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [e-mail].

1 TheBarron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received aprecombinationranking of 12th.

2 EdelmanFinancial Engines data, as ofSeptember 30, 2025