Staff Accountant - GAAP Close & Financial Reporting

Kestra Financial; Tempe (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full health, vision, dental

401(k) plans

Voluntary plans such as car insurance and legal services

Job summary

A wealth management firm in Tempe is seeking a Staff Accountant to support core accounting operations. Responsibilities include processing cash deposits, preparing financial statements, and reconciling accounts. Ideal candidates should have a Bachelor's degree in Accounting or Finance with 2-4 years of experience, strong knowledge of GAAP, and excellent Excel skills. This role provides a critical function in maintaining compliance and ensuring accurate financial data. Comprehensive benefits are included.

Qualifications

• Minimum of 2-4 years’ general accounting work experience required.
• Knowledge of GAAP and internal controls.
• Experience in a high-paced environment preferred.

Responsibilities

• Ensure accurate recording of cash receipts and perform bank reconciliations.
• Prepare and issue customer invoices as per contractual terms.
• Create and post journal entries and reconcile balance sheet accounts.
• Provide insights to financials to support planning and decision-making.
• Collaborate with internal teams to resolve accounting-related issues.
• Assist in annual financial audits and compile supporting documentation.
• Lead process enhancements and contribute to efficiency initiatives.

Skills

Excellent communication and writing skills

Strong critical thinking skills

Ability to prioritize and manage work

Knowledge of general ledger accounting

Intermediate-level Excel knowledge

Prior experience with NetSuite or similar accounting systems

Education

Bachelor’s degree in accounting, finance or related

Job description

A wealth management firm in Tempe is seeking a Staff Accountant to support core accounting operations. Responsibilities include processing cash deposits, preparing financial statements, and reconciling accounts. Ideal candidates should have a Bachelor's degree in Accounting or Finance with 2-4 years of experience, strong knowledge of GAAP, and excellent Excel skills. This role provides a critical function in maintaining compliance and ensuring accurate financial data. Comprehensive benefits are included.