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Senior Accountant

Kestra Financial · Tempe, Arizona, US

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowe...

Job description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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. The Senior Accountant is responsible for performing advanced accounting and financial analysis functions, such as preparing and posting journal entries, generating and maintaining various general ledger account reconciliations, performing medium-to-complex research and analyses, and serving as a team lead for escalations and projects. What you’ll Do: - Perform complex accounting analyses to validate financial statements and identify potential errors. Deliver a variety of financial reports to communicate results and trends to executive leadership. - Re...