Senior Accountant

About the role

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients Lead with Purpose. Partner with Impact.

Responsibilities

• Perform complex accounting analysis to validate financial statements and identify potential errors.
• Delivers a variety of financial reports to communicate results and trends.
• Research accounting policy and formulate recommendations for processes and procedures.
• Manage and coordinate the financial and regulatory audits.
• Work with external auditors to resolve outstanding deliverables.
• Support M&A initiatives, including financial due diligence, transaction accounting assessments, and coordination of post-acquisition onboarding and integration activities
• Serve as the team lead on department projects.
• Investigate potential impacts, report findings to Management, and facilitate final recommendations.
• Develop and maintain appropriate schedules for accruals, amortization, and other accounting transactions.
• Automate and leverage technology when beneficial.
• Oversee, train, and review work completed by accounting staff.
• Serve as a resource for questions and escalations.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Accounting or Finance related field required.
• 5+ years progressive experience in Accounting or Finance.
• Experience working in the financial services industry.
• Understanding of GAAP accounting principles and accounting policies & procedures.

Qualifications

• MBA, MAcc, or CPA preferred.

Skills

• Critical thinking skills necessary with the ability to plan, prioritize, and conceptualize.
• Proven ability to work independently to interpret information and identify problems/solutions.
• Demonstrated ability to work cooperatively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results.
• Strong communication and problem-solving skills, as well as flexibility, creativity and the desire to innovate and design processes are highly preferred.
• Proficiency in Excel and Word.
• Knowledge of NetSuite Accounting System or SQL is a plus.
• Experience with Oracle NetSuite desired.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses