Senior Accountant

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

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
  
  

Internal Application 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 to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

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.