Harrison Gray Search has partnered with a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Their founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. They're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining our client means joining a collaborative team of entrepreneurs who are passionate about helping their clients and their teammates achieve more. If you’re the type who breaks through walls to get things done the right way, they want to build the future of wealth management with you.

The Role

As a Senior Accountant, you will play a key role in delivering a world-class wealth management experience for the company's advisors and clients. As a foundational member of the Finance team, you will report to the Director of Finance and will own accounting and payables. This person will assist in building the accounting and control function, developing how they present their financial statements, implementing new ERP software, and implementing accounting principles with regard to revenue and cost recognition as they expand their product set. As a member of their Centralized Finance team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.

Responsibilities

• Assist with month-end closing tasks, including journal entry preparation, account reconciliations, and financial statement preparation.
• Develop and maintain company accounting policies and procedures.
• Stay current with the latest accounting principles and compliance standards.
• Run Accounts Payable 

Required Qualifications

• Bachelor's Degree
• At least 4 years of accounting, finance, or other relevant experience
• CPA

Preferred Qualifications

• NetSuite experience
• Financial Services experience or audit of financial services firms is a big plus
• Operating experience as a Senior accountant reporting to a Controller
• Experience with or interest in learning about accounting principles in the banking/financial services sector