What are the responsibilities and job description for the Staff Accountant position at Modern Wealth Management?
Job Title: Staff Accountant
Location: Kansas City, MO (In-Office)
Department / Team: Finance & Accounting
Reports To: SVP Finance & Accounting
Job Overview:
The Staff Accountant supports the Finance & Accounting team by performing essential accounting functions, ensuring the accuracy and integrity of the organization’s financial records, and assisting with the team’s growth and acquisitions. This role oversees daily bookkeeping functions—including accounts receivable and accounts payable—assists with monthly and annual close processes, and contributes to budgeting and financial reporting. Over time, the Staff Accountant may specialize in accounts payable or accounts receivable and build a dedicated team around that function.
Key Performance Indicators (KPIs):
Accuracy and timeliness of reconciliations and journal entries
Timeliness of monthly and quarterly close processes
Effectiveness in overseeing daily bookkeeping operations
Compliance with GAAP and internal controls
Accuracy of reporting for audits and regulatory filings
Primary Duties / Key Responsibilities:
Oversee day-to-day bookkeeping functions, including accounts payable and accounts receivable.
Prepare and post journal entries, accruals, and adjustments in accordance with GAAP.
Reconcile balance sheet accounts monthly, resolving discrepancies promptly.
Assist with month-end and year-end close processes, meeting all deadlines.
Support budgeting, forecasting, and management reporting.
Participate in audits by preparing schedules and providing documentation.
Ensure compliance with internal controls and applicable accounting standards.
Contribute to special projects related to acquisitions and departmental growth.
Qualifications:
Bachelor’s degree in Accounting required.
2–4 years of accounting experience (mid- to senior-level; not entry-level/bookkeeping).
Strong knowledge of GAAP and corporate accounting principles.
Proficiency in Oracle NetSuite accounting software and Microsoft Office Suite.
Strong attention to detail, organizational, and time management skills.
Ability to manage multiple priorities and meet tight deadlines.
Excellent communication and interpersonal skills; ability to support and guide staff.
Preferred Qualifications:
CPA or CPA candidate preferred.
Experience with Oracle NetSuite, Microsoft Excel, and reporting tools such as RAMP and Cube.
Background in the financial services industry.
Prior experience mentoring or managing accounting staff.
Equal Employment Opportunity Statement:
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.
Salary : $70,000 - $75,000