Sr. Financial Reporting Accountant

Accounting Opportunity in Financial Services

Senior Financial Reporting Accountant

Location(s):

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full time

Salary: $95,000 - $115,000 per year + annual performance based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: .

Summary:

The Senior Financial Reporting Accountant is a key member of Osaic’s Financial Reporting team who will play a critical role in the preparation of financial statements for regulatory and compliance purposes. We are looking for a highly motivated professional located in either Scottsdale, AZ or La Vista, NE with good written and verbal communication skills and comprehensive knowledge of US GAAP who is passionate about delivering quality results and driving continuous improvement in a dynamic, high-growth environment.

Responsibilities:

• Prepare quarterly and annual consolidated financial statements for Osaic and coordinate supporting documents for disclosures included in the financial statements (e.g., footnotes, MD&A).

• Prepare annual financial statements for each of Osaic’s broker-dealer subsidiaries and coordinate supporting documents for disclosures included in the financial statements (e.g., footnotes, supplemental schedules).

• Prepare monthly cash flow statements.

• Work with cross-functional teams to obtain support and prepare/maintain comprehensive documentation to support the completeness and accuracy of the financial statements and disclosures.

• Interface with external auditors to ensure that support and explanations for all requests are provided.

• Perform technical accounting research in the review and assessment of accounting and financial reporting implications of new accounting pronouncements or complex transactions.

• Assist in implementation and maintenance of internal controls around financial reporting.

• Assist in continuous improvement initiatives related to financial reporting, including the implementation of new or expanding the usage of certain existing financial reporting tools.

Education Requirements:

Bachelor’s Degree from accredited university in Accounting and High School Diploma or equivalent (GED) is required. Active CPA License required.

Basic Requirements:

• 3+ years of experience in public accounting and/or private industry with SEC reporting and technical US GAAP research and analysis

• Strong attention to detail

• Advanced MS Excel skills, including VLOOKUPs and pivot tables

• Demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment and performing with a high degree of accuracy

• Self-starter who will anticipate challenges and work proactively to resolve issues

• Excellent written and verbal communication and interpersonal skills to work effectively with associates at all levels

• Demonstrates credibility and a willingness to do things the right way

Preferred Requirements:

• Audit-related experience in a publicly traded environment

• Experience working with Workiva Wdesk and Workday Financials

• Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.