Senior Accountant
Kestra Holdings.com
Office
Tempe, AZ, US
Full Time
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
The Senior Accountant is responsible for performing advanced accounting and financial analysis functions, such as preparing & posting journal entries, generating & maintaining various general ledger account reconciliations, performing medium-to-complex research/analyses, and serving as a team lead for escalations and projects.
RESPONSIBILITIES:
· Perform complex accounting analysis to validate financial statements and identify potential errors. Delivers a variety of financial reports to communicate results and trends to Executive leadership.
· Research accounting policy and formulate recommendations for processes and procedures. Strategize methods to enhance control processes to minimize risk
· Manage and coordinate the financial and regulatory audits. Work with external auditors to resolve outstanding deliverables.
· 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.
SKILLS:
· Understanding of GAAP accounting principles and accounting policies & procedures
· Critical thinking skills necessary with the ability to plan, prioritize, and conceptualize
· Proven ability to work independently to interpret in formation 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
SUPERVISORY RESPONSIBILITIES:
· None
EDUCATION AND EXPERIENCE:
· Bachelor’s degree in Accounting or Finance related field required. MBA, MAcc, or CPA preferred.
· 5+ years progressive experience in Accounting or Finance.
· Experience working in the financial services industry.
· Working knowledge of GAAP.
· Experience with Oracle NetSuite desired.
CERTIFICATIONS:
· CPA or industry licenses preferred, but not required
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
OTHER DUTIES:
· Ability to sit at a computer for long periods of time in office environment well lit.
· Ability to lift up to 20 pounds.
· Position is located in Tempe, AZ office. Must be able to work in the office during scheduled work hours.
INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
The Senior Accountant is responsible for performing advanced accounting and financial analysis functions, such as preparing & posting journal entries, generating & maintaining various general ledger account reconciliations, performing medium-to-complex research/analyses, and serving as a team lead for escalations and projects.
RESPONSIBILITIES:
· Perform complex accounting analysis to validate financial statements and identify potential errors. Delivers a variety of financial reports to communicate results and trends to Executive leadership.
· Research accounting policy and formulate recommendations for processes and procedures. Strategize methods to enhance control processes to minimize risk
· Manage and coordinate the financial and regulatory audits. Work with external auditors to resolve outstanding deliverables.
· 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.
SKILLS:
· Understanding of GAAP accounting principles and accounting policies & procedures
· Critical thinking skills necessary with the ability to plan, prioritize, and conceptualize
· Proven ability to work independently to interpret in formation 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
SUPERVISORY RESPONSIBILITIES:
· None
EDUCATION AND EXPERIENCE:
· Bachelor’s degree in Accounting or Finance related field required. MBA, MAcc, or CPA preferred.
· 5+ years progressive experience in Accounting or Finance.
· Experience working in the financial services industry.
· Working knowledge of GAAP.
· Experience with Oracle NetSuite desired.
CERTIFICATIONS:
· CPA or industry licenses preferred, but not required
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
OTHER DUTIES:
· Ability to sit at a computer for long periods of time in office environment well lit.
· Ability to lift up to 20 pounds.
· Position is located in Tempe, AZ office. Must be able to work in the office during scheduled work hours.
INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Senior Accountant
Office
Tempe, AZ, US
Full Time
October 2, 2025