Senior Accountant at Sanctuary Wealth Group LLC

Indianapolis, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

100000.0

Posted On

06 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Reconciliation, Financial Analysis, Quickbooks, Excel, Communication, Team Player, Operational Platforms, Sage Intacct, Attention to Detail, Positive Attitude, Work Ethic, Variance Analysis, Month End Close, Procedure Improvement, Performance Accountability, Fast-Paced Environment

Industry

Financial Services

Description

Description SUMMARY - The Senior Accountant will assist in corporate accounting operations, including service to partner advisor firms as they establish and operate their business. Assist in the preparation and analysis of Sanctuary’s balance sheet and income statement. *This position is located ON-SITE in Omaha, NE / Indianapolis, IN / San Antonio, TX / or Miami, FL (Hybrid schedule) EDUCATION AND/OR EXPERIENCE REQUIRED · Bachelor’s Degree or combination of industry experience and education required · 2+ years’ experience working in the independent financial services space preferred · Proficiency with computers · High level of efficiency and accuracy. KNOWLEDGE, SKILLS, AND/OR ABILITIES: The following skills and abilities are required to perform this job successfully: · (Preferred, not required) Experience with operational platforms such as Schwab, Pershing, Fidelity, and Orion · Experience with Sage Intacct and Quickbooks preferred · Intermediate to advanced Excel spreadsheet proficiency · Positive attitude, excellent work ethic and team player · Ability to work in a fast-paced environment and take accountability for performance/work product · Polished oral and written communication skills Income Range: 80k-100k Salary (+ Annual Bonus %) Requirements RESPONSIBILITIES To perform the job successfully, the individual must be able to perform each essential duty satisfactorily: · Complete account reconciliations for assigned balance sheet accounts and assist in the review and approval of reconciliations completed by staff accountant team members. · Analyze balance sheet and income statement accounts to prepare accrual entries as needed. · Analyze account activity and provide variance explanations to Finance leadership · Recommend improvements to procedures, systems and accounting operations · Communicate with advisor partner firms to properly record revenue and expenses in Quickbooks. · Participate in financial reviews with advisor partner firms to explain their financial results. · Assist with month end close · Projects as assigned

Responsibilities

The Senior Accountant will complete account reconciliations and analyze balance sheet and income statement accounts. They will also communicate with advisor partner firms and assist with month-end close.