Job Description
Job Description Cetera Financial Group is searching for a talented and passionate
Supervisor, Accounting to join our team. The Supervisor will report to the Sr. Manager of the team and supervise less experienced staff on the team (up to 2 direct reports). The position will be responsible for supporting various aspects of the monthly close and reporting of the financial results of the Broker-Dealer and RIA. The position will assist in implementing process improvements to help the team streamline and enhance efficiencies, promote the analysis and communication of results, and provide proactive customer service to business partners. The ideal candidate is a self-starter who collaborates well with team members. This role will be hybrid -work from home opportunity and our targeted locations are: Dallas, El Segundo, St. Cloud, St. Paul & Des Moines offices.
What you will do: - Participate in monthly closing process, including preparation and review of journal entries, financial statements and related variance/account analysis
- Evaluate balance sheet schedules, prepare and review balance sheet reconciliations, and address any reconciling items in a timely manner
- Supervise staff responsible accounting processes and coach lower-level staff on entry level accounting positions.
- Support quarterly and year-end financial reporting and audit deliverables for assigned broker dealer, RIA and parent entity
- Assist with integration activities associated with mergers & acquisitions and assess impact to accounting processes and associated controls
- Analyze current procedures and recommend changes to develop and implement best practice accounting procedures
- Continuously work to enhance the internal control framework. Ensure timely execution of controls
- Support FP&A in requests and ad-hoc projects as needed
- Partner with other teams/departments on ad hoc requests as determined by management
What you need to have: - BA/BS degree in accounting or related fields with solid understanding of GAAP
- Minimum of 6+ years relevant accounting experience
- Highly motivated with demonstrated ability to manage concurrent projects, adapt to change, and collaborate effectively across business functions
- Excellent organizational and time management skills with a high level of attention to detail
- Strong technical, analytical, critical thinking, and problem-solving skills
- Track record of taking initiative to resolve issues
- Strong communication skills and the ability to interact effectively with all levels of management and work in a team-oriented environment
- Technology savvy with intermediate to advanced proficiency in Excel, PowerPoint and Word
- Experience with Oracle and Blackline (or similar systems) preferred
- Experience in public accounting and broker-dealers preferred
- Prior supervisor experience a plus, but not required
- CPA license a plus, but not required
- Series 99 required , or willing to obtain within 6 months of hire
What is nice to have: - CPA or MBA preferred
- Financial Services experience preferred.
#LI-DNI
Travel Requirements: None for now.
Compensation: The base annual salary range for this role is $90,000 to $130,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us What we give you in return: Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group: Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Job Tags
Holiday work, Full time, Work from home, Flexible hours,