Accountant (Series 27/Broker-Dealer)
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content.
We need to parse the posting.
The posting includes:
"The Opportunity: As FINOP, you will ensure regulatory compliance and accounting services to the ACA/Foreside in-house Broker/Dealers."
That's maybe an intro paragraph.
Then "What you’ll do:" list of duties.
Then "To Qualify for the role, you will have:" list of qualifications.
Then "Ideally, you’ll also have:" list of preferred qualifications.
Then "Skills and Attributes for Success:" list of skills.
Then "What working at ACA offers:" benefits.
Then "About ACA:" description of company (maybe not needed as a section? Could be "About the role"? Actually "About ACA" is company description; maybe we can include as "About the role"? The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content to those headings.
We have:
- About the role: maybe the introductory paragraph "The Opportunity: As FINOP, you will ensure regulatory compliance and accounting services to the ACA/Foreside in-house Broker/Dealers." Could be considered About the role.
- Responsibilities: the "What you’ll do:" list.
- Requirements: the "To Qualify for the role, you will have:" list (minimum qualifications).
- Qualifications: maybe the "Ideally, you’ll also have:" list (preferred qualifications). Or we could treat Requirements as mandatory, Qualifications as preferred.
- Skills: the "Skills and Attributes for Success:" list.
- Benefits: "What working at ACA offers:" includes compensation package, medical/dental, 401k, PTO, flexible work environment, holidays, summer Fridays, personal/family care, other leaves, student debt forgiveness, pet insurance.
- Pay: Salary Range: 85,000-90,000.
- Schedule: Not explicitly mentioned. There's flexible work environment but not schedule specifics. Should we include Schedule? The instruction says include a section ONLY when posting has real, specific content for it. No explicit schedule, so we should not include Schedule.
Also need to avoid boilerplate like EEO, legal, privacy statement. Remove those.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the details exactly as given, but we can format as lists.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to not repeat the job title as a heading (the page already shows it). So we don't add a heading for job title.
We need to not put Job ID/requisition numbers as headings (none present).
We need to output only HTML fragment, no /, no markdown fences.
Let's extract content.
Intro: "The Opportunity: As FINOP, you will ensure regulatory compliance and accounting services to the ACA/Foreside in-house Broker/Dealers."
We could put that in a
under
About the role
.
Responsibilities: list after "What you’ll do:" includes:
- Oversee the preparation and maintenance of accurate financial statements and reports in compliance with GAAP and FINRA/SEC regulations.
- Interactions with FINRA/SEC regulators are required.
- Oversee daily financial operations of the ACA/Foreside in-house Broker/Dealers.
- Collaborate with cross-functional teams to enhance financial processes and implement best practices.
- Monitor and ensure compliance with SEC regulations and reporting requirements related to Series 27.
- Provide financial analysis and insights to support business decisions and strategy development.
- Interaction with clients for various due diligence and onboarding meetings.
Note there is a "6." before Interaction with clients; but we just list.
We need to preserve all substantive information; we can keep the bullet points as is.
Requirements (mandatory): "To Qualify for the role, you will have:" list:
- Bachelor’s degree in accounting or related field
- Minimum of four (4) years of accounting experience, with experience in a broker dealer environment
That's it.
Qualifications (preferred): "Ideally, you’ll also have:" list:
- Experience with WorkDay
- Required Licenses And Certification(s) Series 27
Note: The phrase "Required Licenses And Certification(s) Series 27" maybe means Series 27 license is required. We'll keep as is.
Skills: "Skills and Attributes for Success:" list (many bullet points). Let's extract each:
- Ability to exercise discretion and make independent judgments on matters of significance
- Demonstrated professional integrity
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
- Ability to work well in a fast-paced, small-team environment
- Ability to work independently, multi-task and prioritize effectively
- Ability to establish and maintain effective working relationships with colleagues and clients
- Highly motivated and goal oriented; proactive in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks
- Dedicated to upholding ACA’s high-quality standards and customer service focus
- Strong organizational and problem-solving skills with attention to detail
- Strong oral and written communication skills
- Proficient with Microsoft Office applications, Adobe Acrobat, and the Internet
Note there is a "11." before Proficient... but we just list.
Benefits: "What working at ACA offers:" includes:
- We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business.
- Our Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment.
- You’ll also be granted time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
- We also offer unique benefits such as Student Debt Forgiveness and Pet Insurance.
We need to keep all that.
Pay: Salary Range: 85,000-90,000.
We need to put that under Pay
as a .
Schedule: none, so omit.
Also we have "About ACA:" description; but we already have About the role; maybe we could include About ACA as a separate section? The instruction only lists certain headings; but we could include "About ACA" as a paragraph under About the role or maybe not needed. The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies those are the allowed headings; we should stick to those. So we should not add an "About ACA" heading. We could incorporate that description into About the role paragraph or maybe omit it? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep the About ACA description somewhere. Where to put it? Could be under About the role as additional prose. That seems reasonable: About the role could include both the opportunity and company description. However, the About the role heading is meant for role description; but we can include company info there as part of the role context. It's not explicitly forbidden.
Alternatively, we could create a separate About ACA
but that's not in the list; risk of being considered not following instruction. Safer to incorporate into About the role.
Thus About the role About the role
will contain a
with the opportunity sentence plus the About ACA description.
Let's extract About ACA description:
"About ACA: ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape."
We need to keep that exactly.
Also there is a "What we commit to:" EEO statement; we need to remove that as boilerplate (EEO/equal-opportunity). So we omit that.
Also there is a privacy statement about no expectation of privacy; that's legal boilerplate; remove.
Thus final HTML:
About the role
The Opportunity: As FINOP, you will ensure regulatory compliance and accounting services to the ACA/Foreside in-house Broker/Dealers. About ACA: ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape.
Responsibilities
- Oversee the preparation and maintenance of accurate financial statements and reports in compliance with GAAP and FINRA/SEC regulations.
- Interactions with FINRA/SEC regulators are required.
- Oversee daily financial operations of the ACA/Foreside in-house Broker/Dealers.
- Collaborate with cross-functional teams to enhance financial processes and implement best practices.
- Monitor and ensure compliance with SEC regulations and reporting requirements related to Series 27.
- Provide financial analysis and insights to support business decisions and strategy development.
- Interaction with clients for various due diligence and onboarding meetings.
Requirements
- Bachelor’s degree in accounting or related field
- Minimum of four (4) years of accounting experience, with experience in a broker dealer environment
Qualifications
- Experience with WorkDay
- Required Licenses And Certification(s) Series 27
Skills
- Ability to exercise discretion and make independent judgments on matters of significance
- Demonstrated professional integrity
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
- Ability to work well in a fast-paced, small-team environment
- Ability to work independently, multi-task and prioritize effectively
- Ability to establish and maintain effective working relationships with colleagues and clients
- Highly motivated and goal oriented; proactive in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks
- Dedicated to upholding ACA’s high-quality standards and customer service focus
- Strong organizational and problem-solving skills with attention to detail
- Strong oral and written communication skills
- Proficient with Microsoft Office applications, Adobe Acrobat, and the Internet
Benefits
- We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business.
- Our Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment.
- You’ll also be granted time off for designated ACA Paid Holid
for prose. We need to not repeat the job title as a heading (the page already shows it). So we don't add a heading for job title. We need to not put Job ID/requisition numbers as headings (none present). We need to output only HTML fragment, no /, no markdown fences. Let's extract content. Intro: "The Opportunity: As FINOP, you will ensure regulatory compliance and accounting services to the ACA/Foreside in-house Broker/Dealers." We could put that in a
under
About the role
. Responsibilities: list after "What you’ll do:" includes: - Oversee the preparation and maintenance of accurate financial statements and reports in compliance with GAAP and FINRA/SEC regulations. - Interactions with FINRA/SEC regulators are required. - Oversee daily financial operations of the ACA/Foreside in-house Broker/Dealers. - Collaborate with cross-functional teams to enhance financial processes and implement best practices. - Monitor and ensure compliance with SEC regulations and reporting requirements related to Series 27. - Provide financial analysis and insights to support business decisions and strategy development. - Interaction with clients for various due diligence and onboarding meetings. Note there is a "6." before Interaction with clients; but we just list. We need to preserve all substantive information; we can keep the bullet points as is. Requirements (mandatory): "To Qualify for the role, you will have:" list: - Bachelor’s degree in accounting or related field - Minimum of four (4) years of accounting experience, with experience in a broker dealer environment That's it. Qualifications (preferred): "Ideally, you’ll also have:" list: - Experience with WorkDay - Required Licenses And Certification(s) Series 27 Note: The phrase "Required Licenses And Certification(s) Series 27" maybe means Series 27 license is required. We'll keep as is. Skills: "Skills and Attributes for Success:" list (many bullet points). Let's extract each: - Ability to exercise discretion and make independent judgments on matters of significance - Demonstrated professional integrity - Dependable, flexible, and adaptable to new ACA initiatives and changing client needs - Ability to work well in a fast-paced, small-team environment - Ability to work independently, multi-task and prioritize effectively - Ability to establish and maintain effective working relationships with colleagues and clients - Highly motivated and goal oriented; proactive in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks - Dedicated to upholding ACA’s high-quality standards and customer service focus - Strong organizational and problem-solving skills with attention to detail - Strong oral and written communication skills - Proficient with Microsoft Office applications, Adobe Acrobat, and the Internet Note there is a "11." before Proficient... but we just list. Benefits: "What working at ACA offers:" includes: - We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. - Our Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment. - You’ll also be granted time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. - We also offer unique benefits such as Student Debt Forgiveness and Pet Insurance. We need to keep all that. Pay: Salary Range: 85,000-90,000. We need to put that underPay
as a. Schedule: none, so omit. Also we have "About ACA:" description; but we already have About the role; maybe we could include About ACA as a separate section? The instruction only lists certain headings; but we could include "About ACA" as a paragraph under About the role or maybe not needed. The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies those are the allowed headings; we should stick to those. So we should not add an "About ACA" heading. We could incorporate that description into About the role paragraph or maybe omit it? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep the About ACA description somewhere. Where to put it? Could be under About the role as additional prose. That seems reasonable: About the role could include both the opportunity and company description. However, the About the role heading is meant for role description; but we can include company info there as part of the role context. It's not explicitly forbidden.
Alternatively, we could create a separate About ACA
but that's not in the list; risk of being considered not following instruction. Safer to incorporate into About the role.
Thus About the role About the role
will contain a
with the opportunity sentence plus the About ACA description. Let's extract About ACA description: "About ACA: ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape." We need to keep that exactly. Also there is a "What we commit to:" EEO statement; we need to remove that as boilerplate (EEO/equal-opportunity). So we omit that. Also there is a privacy statement about no expectation of privacy; that's legal boilerplate; remove. Thus final HTML:
About the role
The Opportunity: As FINOP, you will ensure regulatory compliance and accounting services to the ACA/Foreside in-house Broker/Dealers. About ACA: ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape.
Responsibilities
- Oversee the preparation and maintenance of accurate financial statements and reports in compliance with GAAP and FINRA/SEC regulations.
- Interactions with FINRA/SEC regulators are required.
- Oversee daily financial operations of the ACA/Foreside in-house Broker/Dealers.
- Collaborate with cross-functional teams to enhance financial processes and implement best practices.
- Monitor and ensure compliance with SEC regulations and reporting requirements related to Series 27.
- Provide financial analysis and insights to support business decisions and strategy development.
- Interaction with clients for various due diligence and onboarding meetings.
Requirements
- Bachelor’s degree in accounting or related field
- Minimum of four (4) years of accounting experience, with experience in a broker dealer environment
Qualifications
- Experience with WorkDay
- Required Licenses And Certification(s) Series 27
Skills
- Ability to exercise discretion and make independent judgments on matters of significance
- Demonstrated professional integrity
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
- Ability to work well in a fast-paced, small-team environment
- Ability to work independently, multi-task and prioritize effectively
- Ability to establish and maintain effective working relationships with colleagues and clients
- Highly motivated and goal oriented; proactive in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks
- Dedicated to upholding ACA’s high-quality standards and customer service focus
- Strong organizational and problem-solving skills with attention to detail
- Strong oral and written communication skills
- Proficient with Microsoft Office applications, Adobe Acrobat, and the Internet
Benefits
- We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business.
- Our Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment.
- You’ll also be granted time off for designated ACA Paid Holid