Senior Accountant

Description

We are seeking an experienced and detail-oriented Senior Accountant to support month end close and support our financial planning, budgeting, and reporting functions. This is an important role responsible for delivering accurate and insightful financial information to senior management and key stakeholders. The Senior Accountant will play a critical role in timely month end close process, assist in developing budgets, performing month-end variance analysis, and identifying cost optimization opportunities, while supporting strategic initiatives across the business.

The ideal candidate is a strategic thinker who thrives in a hands-on environment and can work cross-functionally with department heads to drive performance and accountability. 

Essential Duties and Responsibilities

• Own the full month-end close process, including preparation and review of journal entries, account reconciliations, and accruals to ensure accurate and timely financial reporting in accordance with GAAP. 
• Analyze and investigate variances between actual results and budget/forecast, providing clear explanations and supporting documentation to management and key stakeholders. 
• Collaborate cross-functionally (i.e. payroll and operations teams) to gather necessary data, resolve discrepancies, and continuously improve close processes to reduce cycle time.
• Support the development of comprehensive financial reporting for senior management and key stakeholders. 
• Streamline and help automate data collection and reporting processes across key stakeholders.
• Report corporate department P&Ls and work with cross functional leaders to ensure corporate targets are met.
• Ensure data integrity and consistency across financial systems and reporting tools.
• Support the annual budgeting and multi-year strategic planning process, ensuring alignment with corporate objectives.
• Assist in developing a monthly and quarterly reforecasting process.
• Work with operational and other cross functional leaders to ensure financial targets are met.
• Supervise an accounting administrator 

Benefit Summary

• Competitive Compensation
• Comprehensive Medical, Dental, and Vision Insurance
• Life Insurance
• Long Term Disability
• Supplemental Insurance
• Paid Time Off and Holidays
• Employee Advantage Program
• Employee Assistance Program
• 401(k) Matching 
• Eligible Profit Sharing 
• Career Development, Mentorship and Education
• Team Events
• Achievement Awards and Trips

Company Summary

Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the more than $5 billion in assets entrusted to us.  Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit. 

Visa Sponsorship is Not Available.

Requirements

• Big Four Experience preferred. 
• Minimum 5 years of progressive accounting, with at least 2 years in a supervisory or team lead role.
• Experience supporting financial reporting packages and working with cross-functional teams.
• Strong knowledge of budgeting, forecasting, variance analysis, and financial modeling.
• Highly proficient in Excel; experience with financial systems such as Floqast and NetSuite.
• Excellent written and verbal communication skills; able to translate financial concepts to non-financial stakeholders.
• Strong business judgment and analytical thinking.
• Prior experience in financial services.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

Education Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; required.
• Master's degree; preferred.
• CPA or CFA designation preferred.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regu