Senior Accountant

Kestra Holdings•Austin, TX

12d

About The Position

Lead with Purpose. Partner with Impact. 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. What you’ll Do: Perform complex accounting analysis to validate financial statements and identify potential errors. Delivers 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. Perform other duties as assigned. What You Bring: Bachelor’s degree in Accounting or Finance related field required. MBA, MAcc, or CPA preferred. 5+ years progressive experience in Accounting or Finance. 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 in formation and identify problems/solutions Demonstrated ability to work cooperatively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results Strong communication and problem-solving skills, as well as flexibility, creativity and the desire to innovate and design processes are highly preferred Proficiency in Excel and Word. Knowledge of NetSuite Accounting System or SQL is a plus Experience working in the financial services industry. Working knowledge of GAAP. Experience with Oracle NetSuite desired. Certifications: CPA or industry licenses preferred, but not required

Requirements

Bachelor’s degree in Accounting or Finance related field required.
5+ years progressive experience in Accounting or Finance.
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 in formation and identify problems/solutions
Demonstrated ability to work cooperatively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results
Strong communication and problem-solving skills, as well as flexibility, creativity and the desire to innovate and design processes are highly preferred
Proficiency in Excel and Word.
Knowledge of NetSuite Accounting System or SQL is a plus
Experience working in the financial services industry.
Working knowledge of GAAP.

Nice To Haves

MBA, MAcc, or CPA preferred.
Experience with Oracle NetSuite desired.
CPA or industry licenses preferred, but not required

Responsibilities

Perform complex accounting analysis to validate financial statements and identify potential errors.
Delivers 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.
Perform other duties as assigned.