Financial Operations Expert
3 weeks ago
We are a leading financial services firm dedicated to delivering innovative solutions to our clients. We strive to create a collaborative and inclusive environment where talent can thrive.
We are seeking a skilled Senior Accountant to join our team.
The RoleIn this position, you will be responsible for ensuring the accuracy and integrity of financial records, overseeing regulatory compliance, and providing strategic insights to enhance financial performance.
Key Responsibilities:- Develop and maintain accurate financial statements and reports, adhering to GAAP and regulatory standards.
- Oversee daily financial operations, including accounts payable, accounts receivable, and general ledger activities.
- Conduct month-end and year-end closing processes, ensuring timely reporting and reconciliations.
- Collaborate with cross-functional teams to enhance financial processes and implement best practices.
- Monitor and ensure compliance with SEC regulations and reporting requirements related to Series 27.
- Provide financial analysis and insights to support business decisions and strategy development.
- Support audits and liaise with external auditors as needed.
- Mentor and train junior accounting staff.
- Bachelor's degree in Accounting, Finance, or a related field.
- Certified CPA.
- Minimum of 5 years of accounting experience, with a focus on financial operations.
- Active Series 27 license required.
- Strong understanding of GAAP and regulatory requirements in the financial services industry.
- Proficient in accounting software and ERP systems (e.g., QuickBooks, SAP).
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently and collaboratively in a fast-paced environment.
Competitive salary: up to $130k per annum depending on experience.
Comprehensive benefits package, including health, dental, and retirement plans.
Opportunities for professional development and career advancement.
A vibrant company culture that values diversity and inclusion.
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