Senior Accounting Professional

7 days ago


New York, New York, United States InvestCloud Full time
About the Role

InvestCloud is seeking a highly skilled Senior Accountant to oversee and perform advanced accounting functions, ensuring accurate financial reporting and compliance. This role requires a deep understanding of technical accounting issues and the ability to prepare and analyze financial statements and reports.

Key Responsibilities
  • Partner with cross-functional teams to ensure the accuracy and integrity of financial information.
  • Oversee and execute financial reporting processes, ensuring compliance with accounting standards.
  • Identify opportunities for continuous improvement and implement innovative ideas.
  • Communicate effectively with external auditors, tax advisors, and other third parties.
Requirements
  • Bachelor's degree in accounting, finance, or a related field.
  • Certified Public Accountant (CPA) certification.
  • 5+ years of progressive accounting experience with a focus on financial reporting and technical accounting.
  • Strong knowledge of US GAAP and SEC reporting requirements.
  • Advanced Excel skills.
  • High level of attention to detail and accuracy.
  • Excellent analytical and problem-solving skills.
  • Exceptional planning and organization skills.
  • Strong project management and communication skills.
Preferred Skills
  • Experience with public accounting firms or publicly traded companies.
  • Experience with NetSuite and Workiva.
  • Advanced technical accounting knowledge in leases and equity.
  • Experience with SaaS companies, IPOs, and business combinations.
About InvestCloud

InvestCloud is a global leader in wealth technology, enabling a smarter financial future. The company drives the digital transformation of the wealth management industry, serving a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers.

InvestCloud's clients represent more than 40 percent of the $132 trillion of total assets globally. The company is committed to the success of its clients, equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences.

InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum.

In 2024, InvestCloud was named a CNBC World's Top Fintech Company, a proof point of the company's commitment to innovation and client success.

Our Values
  • Client Connected
  • Human Centered
  • Technology Forward
  • Respect + Integrity
  • Excellence
Salary Range

$90,000 - $120,000

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.



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