Financial Reporting Associate

2 weeks ago


Topeka, Kansas, United States Advisors Excel Full time
Job Title: Financial Reporting Associate

Advisors Excel is seeking a highly skilled Financial Reporting Associate to join our team. As a key member of our finance department, you will be responsible for assisting with the preparation of periodic financial statements required for internal and external reporting.

Key Responsibilities:
  • Prepare and enter general journal entries.
  • Prepare account reconciliations for entities as assigned.
  • Prepare intercompany billings and allocations.
  • Code and review expense and credit card transactions.
  • Prepare various import files ensuring efficient and accurate entry to the general ledger.
  • Treasury transactions, including paying vendors through ACH and wires.
  • Assist with financial analysis for entities as assigned.
  • Assist with entering budget information in systems.
  • Assist with external audit.
  • Assist with various ad-hoc reporting and analysis.
Requirements:
  • Bachelor's degree in finance, economics, or business administration is preferred.
  • Proficiency in Microsoft Office programs, including Excel and Word.
  • Strong organizational skills.
  • Excellent oral and written communication skills.
  • Ability to act independently, problem-solve, and manage priorities effectively.
  • Excellent time management and organizational skills and attention to detail.
  • Team player able to maintain focus on the overall success of Advisors Excel as the top priority.
  • High energy, positive attitude, and solid work ethic.
  • Professional approach and appearance.
What We Offer:
  • Amazing benefits, including medical, dental, vision, and 401(k) with matching options.
  • Generous PTO package upon start date.
  • Access to an on-site cafe, gym, and primary care.
  • Continuous personal and professional development opportunities.
  • Recognition for hard work and exemplary performance.
  • Employee-sponsored events.
About Us:

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. We thrive on watching them succeed and are committed to providing a collaborative team environment that fosters growth and development.



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