Accountant II

ABOUT US:

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.

Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.

SUMMARY:

The Accountant II is responsible for supporting the preparation of financial statements and contributing to the timely completion and analysis of financial results through preparing and posting journal entries, maintaining multiple general ledger account reconciliations, performing analyses, and working with the Accounting team as well as other departments.

RESPONSIBILITIES:

• Assist with maintaining financial records and ensuring financial transactions are properly recorded by completing journal entries and reconciling general ledger accounts
• Coordinate accounting matters with other departments to resolve reconciling items and/or technical accounting issues.
• Evaluate internal systems and processes and recommend changes to improve efficiency.
• Prepare support for external and internal financial audits, as needed
• Support and back up other Accounting team members, as necessary
  
  

SKILLS:

• Excellent communication and writing skills to interact with varying levels of management, financial professionals, and professional staff
• Critical thinking skills with the ability to plan ahead and conceptualize
• Ability to prioritize and manage work processes/projects efficiently and effectively to meet set deadlines.
• Knowledge of general ledger accounting, practices, and principles.
• Prior NetSuite Accounting System experience is a plus, but not required.
  
  

SUPERVISORY RESPONSIBILITIES:

• None
  
  

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Accounting, Finance, or another related field
• Previous securities or related industry experience preferred
• Minimum of 3-5 years’ general accounting work experience required, with experience in a fast-paced environment
  
  

CERTIFICATIONS:

• None
  
  

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.