Senior Accountant

Kestra HoldingsAustin, TX

About The Position

The Senior Accountant is responsible for performing advanced accounting and financial analysis functions, such as preparing and posting journal entries, generating and maintaining various general ledger account reconciliations, performing medium-to-complex research and analyses, and serving as a team lead for escalations and projects.

Requirements

  • Understanding of GAAP accounting principles and accounting policies & procedures
  • Critical thinking skills necessary with the ability to plan, prioritize, and conceptualize
  • Proven ability to work independently to interpret information and identify problems and solutions
  • 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
  • Bachelor’s degree in accounting, Finance, or a related field required.
  • 5+ years of progressive experience in Accounting or Finance
  • Experience working in the financial services industry.
  • Working knowledge of GAAP.

Nice To Haves

  • Strong communication and problem-solving skills, as well as flexibility, creativity, and a desire to innovate and design processes, are highly preferred
  • Knowledge of NetSuite Accounting System or SQL is a plus
  • MBA, MAcc, or CPA preferred.
  • Experience with Oracle NetSuite desired.
  • CPA or industry licenses preferred, but not required

Responsibilities

  • Perform complex accounting analyses to validate financial statements and identify potential errors.
  • Deliver a variety of financial reports to communicate results and trends to executive leadership.
  • Research accounting policy and formulate recommendations for processes and procedures.
  • Strategize methods to enhance control processes to minimize risk.
  • Manage and coordinate the financial and regulatory audits.
  • Work with external auditors to resolve outstanding deliverables.
  • Serve as the team lead on department projects.
  • Investigate potential impacts, report findings to Management, and facilitate final recommendations.
  • Develop and maintain appropriate schedules for accruals, amortization, and other accounting transactions.
  • Automate and leverage technology when beneficial.
  • Oversee, train, and review work completed by accounting staff.
  • Serve as a resource for questions and escalations.
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