What are the responsibilities and job description for the Senior Accountant position at KBW Financial Staffing & Recruiting?
Location: Beverly, MA
Schedule: Hybrid – 3 days onsite per week
Compensation: $105,000–$120,000 base 10–15% annual bonus
A growing, global investment management organization is seeking a Senior Accountant to join its lean, high-performing Corporate Accounting team. This role will have broad exposure across corporate accounting, financial reporting, liquidity management, internal controls, and process improvement.
The Senior Accountant will play a key role in maintaining accounting records and reporting results for the company’s holding company and subsidiaries, with significant ownership of the monthly and quarterly close processes. This is an excellent opportunity for someone coming from a public accounting background who wants to transition into a broad corporate accounting role within a sophisticated financial services environment.
Key Responsibilities
*KBW789*
Schedule: Hybrid – 3 days onsite per week
Compensation: $105,000–$120,000 base 10–15% annual bonus
A growing, global investment management organization is seeking a Senior Accountant to join its lean, high-performing Corporate Accounting team. This role will have broad exposure across corporate accounting, financial reporting, liquidity management, internal controls, and process improvement.
The Senior Accountant will play a key role in maintaining accounting records and reporting results for the company’s holding company and subsidiaries, with significant ownership of the monthly and quarterly close processes. This is an excellent opportunity for someone coming from a public accounting background who wants to transition into a broad corporate accounting role within a sophisticated financial services environment.
Key Responsibilities
- Maintain general ledger integrity, including account reconciliations, intercompany activity, and day-to-day accounting operations
- Own key components of the monthly and quarterly close, including closing entries and financial statement disclosures
- Prepare financial reporting and analyze budget-to-actual and forecasted results for management
- Support liquidity management, including cash forecasting and intercompany funding in coordination with Treasury
- Maintain and strengthen internal controls, including AP workflows, approval processes, and audit readiness
- Support external audit and corporate compliance activities
- Participate in the company’s transition from SAP to Workday Financials, including system enhancements, integrations, process design, and implementation
- Identify and implement process improvements to increase efficiency, transparency, and scalability
- Evaluate and leverage automation, AI-enabled workflows, and other technology solutions to improve accounting and reporting processes
- Prepare ad hoc financial analysis and reporting and participate in special projects
- Partner cross-functionally with Finance, Treasury, and other business functions
- Bachelor’s degree in Accounting or a related field required
- 4 years of overall accounting experience preferred
- 2 years of public accounting experience required
- CPA is a plus, but not required
- Experience in asset management, financial services, consulting, or a similar environment is preferred
- Strong understanding of general accounting, financial reporting, and reconciliations
- Advanced proficiency with Microsoft Excel, Word, and PowerPoint
- Workday Financials experience is a plus, but not required
- Strong analytical, problem-solving, communication, and organizational skills
- Ability to work independently while collaborating effectively within a lean team
- Demonstrated interest in leveraging technology, automation, and emerging AI tools to improve processes
*KBW789*
Salary : $105,000 - $120,000