Senior Manager, Accounting - Wealth & Annuities

Integrity•Dallas, TX

About The Position

The Senior Manager provides leadership for day-to-day accounting across the Wealth and Annuities businesses, coordinating with the dedicated business unit Controllers and serving as the key liaison between Corporate Accounting and the Wealth and Annuities teams. The role is accountable for accurate financial reporting, disciplined close execution, effective internal controls, and development of the accounting team. Key areas include supporting ERP integration, standardizing processes and practices, coordinating internal and external audits, and performing entity-level analytics to identify trends, variances, and risks. The role oversees accounting operations and close activities, including general ledger activity, journal entries, account reconciliations, revenue recognition, intercompany reconciliations, and audit readiness. It partners with Controllers, Corporate Accounting, Technical Accounting, FP&A, IT, and business teams to support compliant reporting, explain accounting results, resolve issues, and improve processes. The Senior Manager also supports accounting activity across NetSuite and the transition to Oracle Fusion, including ARCS, as well as Coupa and Concur integrations. The position identifies opportunities to improve workflows, data quality, controls, and automation, and helps communicate system and process changes to stakeholders.

Requirements

Bachelor’s degree in accounting, Finance, or a related field.
5–7 years of progressive accounting or finance experience.
Strong understanding of business operations, U.S. GAAP, external audit processes, financial statement preparation, and internal controls.
Demonstrated ability to lead a team and identify development and staffing needs.
Proficiency with ERP/accounting systems, Microsoft Excel, and related reporting tools.
Leadership and talent development skills.
Financial analysis and business acumen.
Clear executive and cross-functional communication.
Process improvement and change leadership.
Strong judgment, organization, and attention to detail.
Ability to prioritize in a fast-paced and evolving environment.

Nice To Haves

CPA strongly preferred.
Big 4 public accounting experience preferred.
Experience integrating business units into shared financial processes.
Experience in a multi-entity, mid-to-large private industry or shared-services environment.

Responsibilities

Oversee day-to-day accounting operations across the Wealth and Annuities businesses, including general ledger activity and month-, quarter-, and year-end close processes, coordinating with business unit Controllers.
Review journal entries and account reconciliations performed in ARCS (Fusion) for completeness, accuracy, quality, and timely completion; support consolidation and consistency of reconciliation activity and escalate issues as needed.
Analyze entity-level variances to identify trends and risks and communicate actionable insights to Corporate Accounting and business leadership.
Lead and oversee revenue recognition activities, partnering with ASC 606 and Technical Accounting teams to ensure compliance with U.S. GAAP and translate technical guidance into operational processes, controls, and documentation.
Partner with Wealth and Annuities Controllers to maintain accurate, complete, audit-ready accounting records and coordinate internal and external audit requests, walkthroughs, and remediation of findings.
Prepare intercompany reconciliations between Wealth and Annuities and Shared Services and Insurance businesses, resolving differences and supporting eliminations ahead of close deadlines.
Identify process efficiencies and cost-saving opportunities through automation and support adoption of standardized, automated processes.
Partner with FP&A to explain accounting changes and their impact on actual results, forecasts, and budgets.
Serve as a resource to FP&A on U.S. GAAP matters, accounting policy, and financial reporting implications of new products, transactions, and business decisions.
Develop understanding of the Wealth and Annuities business units and respond to management and FP&A questions about accounting results and variances.
Communicate finance process and accounting changes, including ERP integration and standardization efforts, to leaders, employees, FP&A, and cross-functional stakeholders.
Support accounting activity across NetSuite and the transition to Oracle Fusion, including ARCS, while keeping processes adaptable to future systems and aligned with business unit Controllers.
Assist with Coupa and Concur integrations in NetSuite and support a smooth carry-forward into Oracle Fusion.
Identify and implement opportunities to streamline workflows, improve data quality, strengthen controls, and increase automation.
Partner with Corporate Accounting, FP&A, and IT on system enhancements, integrations, improvements, and business-unit onboarding to Oracle Fusion.
Lead and develop the accounting team, identifying development and staffing needs.