kestra financialTempe, AZ
Senior Accountant - Implementation Project - REMOTE
Senior Accountant - Implementation Project - REMOTE
Senior Accountant - Implementation Project - REMOTE
kestra financialTempe, AZ
yesterday
Accountants and AuditorsBookkeeping, Accounting, and Auditing ClerksFinancial Specialists, All Other
Portfolio Management and Investment AdviceOther Accounting ServicesMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)Kestra Holdings Website:
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 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. 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. Develop and maintain appropriate schedules for accruals, amortization, and other accounting transactions. Oversee, train, and review work completed by accounting staff. Serve as a resource for questions and escalations. 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~ Demonstrated ability to work cooperatively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results~ Proficiency in Excel and Word. Knowledge of NetSuite Accounting System or SQL is a plus~ Experience with Oracle NetSuite desired. Internal Application Policy:401(k), health insurance, and a competitive benefits package~ Help clients navigate meaningful financial decisions with confidence~ Opportunities for training, development, and long-term growth within the firm~ Tuition reimbursement for qualified expenses Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. Kestra Holdings Website: LinkedIn: 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.#
Also on the board Same function, level within a rung
Level
Senior
Location
Tempe, AZ
Occupation
Accountants and Auditors
Industry
Portfolio Management and Investment Advice
Posted
yesterday