Senior Accountant

HOT JOB! Senior Accountant // Financial Services // Public Accounting Experience Required // CPA Preferred This Jobot Job is hosted by: Kyle Beard Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $80,000 - $100,000 per year A bit about us: Our client is a long-standing, independent wealth management firm headquartered in Cleveland, Ohio. With over five decades of experience, they specialize in helping individuals and families simplify, protect, and grow their financial assets. Known for their highly personalized approach, they combine the agility of a boutique firm with the resources of an established leader, offering integrated financial planning, investment advisory services, and a strong commitment to client success. Why join us? Excellent culture and room for career growth!! Discretionary Bonus Medical Insurance, Dental Insurance, Vision Insurance 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement Job Details Our client is looking for a detail-oriented and experienced Senior Accountant to support our Corporate Accounting and Finance teams. This role plays a key part in maintaining the integrity of their general ledger, supporting external audits, and contributing to financial reporting efforts. The position reports directly to the Controller within the Corporate Accounting department. Key Responsibilities: Prepare, review, and analyze financial data to support journal entries and month-end close activities. Provide reconciliations and reporting to support external audit processes. Assist in the preparation of consolidated financial statements and ensure timely and accurate monthly close. Conduct research on GAAP standards and apply findings to financial reporting. Contribute to the development and refinement of departmental procedures to improve efficiency. Participate in year-end close activities, including journal entry preparation and account reconciliations. Collaborate with the Controller and Assistant Controller on special projects and process enhancements. Generate routine and ad-hoc financial reports and analysis as needed. Design and maintain internal controls in compliance with Sarbanes-Oxley Section 404 to ensure accuracy, completeness, and timeliness of financial data. Support budgeting, forecasting, and scenario planning through financial modeling. Build and maintain automated reporting tools using advanced Excel functions, pivot tables, and data visualization techniques. Lead cross-functional efforts to enhance financial reporting and analytical capabilities. Qualifications: Bachelor's degree in Accounting or Finance required. Minimum of 5 years of progressive accounting experience; public accounting background strongly preferred. Solid understanding of GAAP and experience applying accounting standards. Strong analytical skills with the ability to interpret and summarize complex data. Experience with ERP systems such as Oracle, Workday, or NetSuite. CPA certification or active CPA candidacy preferred. Advanced proficiency in Microsoft Excel, including modeling, automation, and data analysis. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Created: 2025-09-26