FinOps Senior Accountant - Series 27 Licensed - NEW YORK - Onsite - up to 130k - Keller Executive Search

About our client

Our client is a dynamic financial services firm committed to providing innovative solutions to their clients.  They emphasize a collaborative and inclusive environment where talent can flourish.  As they continue to expand, they are looking for a skilled Senior Accountant to join their team. 

They Opportunity

They are seeking a Senior Accountant with expertise in Financial Operations (FinOps) and a valid Series 27 license. In this role, you will be responsible for ensuring the accuracy and integrity of financial records, overseeing regulatory compliance, and delivering strategic insights to enhance financial performance.

 Key Responsibilities:

·       Prepare and maintain accurate financial statements and reports in compliance with GAAP and regulatory standards

·       Oversee daily financial operations, including accounts payable, accounts receivable, and general ledger activities

·       Conduct month-end and year-end closing processes, ensuring timely reporting and reconciliations

·       Collaborate with cross-functional teams to enhance financial processes and implement best practices

·       Monitor and ensure compliance with SEC regulations reporting requirements related to Series 27

·       Provide financial analysis and insights to support business decisions and strategy development

·       Assist with audits and liaise with external auditors as needed

·       Mentor and train junior accounting staff

Requirements

·       Bachelor’s degree in Accounting, Finance, or a related field;

·       Certified CPA

·       Minimum of 5 years of accounting experience, with a focus on financial operations.

·       Active Series 27 license is required.

·       Strong understanding of GAAP and regulatory requirements in the financial services industry.

·       Proficient in accounting software and ERP systems (e.g., QuickBooks, SAP).

·       Excellent analytical, problem-solving, and communication skills.

·       Ability to work independently and collaboratively in a fast-paced environment.

Benefits

·       Up to $130k per annum depending on experience

·       Comprehensive benefits package, including health, dental, and retirement plans.

·       Opportunities for professional development and career advancement.

·       A vibrant company culture that values diversity and inclusion.

Our client is an equal opportunity employer and values diversity. They do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

How to apply:
If you're ready to take the next step in your tax career with a flexible, hybrid work arrangement, we'd love to hear from you. Please submit your resume and a brief cover letter for confidential consideration. Our recruiting team will review your qualifications and contact you if there's a strong match.

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement:

Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity:

Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations:

Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at assistance@kellerexecutivesearch.com.

Compensation Information:

For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws:

Both Keller Executive Search and our clients comply with federal, state, and local laws governing non-discrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment:

Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation:

Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status:

Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information:

In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws:

Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Additional Assistance:

If you need further assistance to fully engage in our application process, please contact assistance@kellerexecutivesearch.com.

Note:

This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.