The Principal Client Accounting Advisor is a senior-level role within the Reinsurance & Client Reporting Department.
This position plays a critical role in month-end and quarter-end close activities, with a primary focus on engaging with clients and providing exceptional financial reporting services.
The successful candidate will possess a strong technical accounting background, be adept at analyzing financial data, and demonstrate expertise in client communication. This role has oversight over a broad array of financial aspects including general ledger accounting, comprehensive financial reporting, financial analysis, taxation, investment strategies, and controllership practices. In addition, the Principal Client Accounting Advisor will have the opportunity to interact with senior leadership and engage with the company's most important clients, contributing to the overall success of the organization.
Dynamic Work Environment
We foster a dynamic work environment and are committed to providing a world-class facility for our employees. Our 100,000 square foot corporate office in Irving, TX offers state-of-the-art technology, dedicated collaborative spaces, ergonomic workstations, and a vibrant working café. With its light-filled space and panoramic windows on every floor, the office provides an inspiring setting surrounded by numerous restaurants, entertainment options, and a live music venue.
Our company values and encourages ideas and contributions from day one! Boundless innovation, collaboration, no office politics, and a caring and family-oriented culture is what Ethos Group offers. Those seeking to join a world-class team will thrive in our organization!
Primary Responsibilities
· In collaboration with others, serve as a key point of contact for client inquiries, facilitating effective communication through video conferencing, telephone, and email.
· Conduct thorough research and provide prompt, professional responses to client inquiries, maintaining a high level of service.
· Perform ad hoc financial analysis and actively contribute to project-based initiatives.
· Play a pivotal role as a subject matter expert, offering invaluable guidance and support to team accountants, fostering their professional growth and development.
· Act as a trusted resource, providing comprehensive expertise and mentorship to drive problem-solving efforts and guide department initiatives, fostering a collaborative and proactive environment focused on continuous improvement and achieving strategic goals.
· Collaborate in month-end, quarter-end, and year-end close processes, ensuring accuracy and timeliness.
· Review and analyze general ledger accounts, journal entries, and reconciliations.
· Conduct comprehensive analysis of operational data to ensure accuracy and identify opportunities for improvement.
· Analyze existing processes and contribute to process improvement initiatives.
Knowledge and Skills
· Possesses excellent verbal and written communication skills, maintaining a professional demeanor.
· Demonstrates a strong work ethic and excellent time management skills.
· Detail-oriented with exceptional analytical and problem-solving abilities.
· Highly proficient in utilizing Excel for financial analysis and data manipulation.
· Experience with SQL, Power BI, Access, SSRS, relational databases and reporting software is preferred.
· Candidates with data skills beyond Excel will be prioritized.
· Ability to work both independently and collaboratively within a dynamic environment, emphasizing accuracy and timeliness.
Experience and Education
· Bachelor's degree in accounting, finance, or a business degree with a focus on accounting or finance required. Post graduate education preferred.
· Successful candidates should have a proven track record of progressively increasing levels of responsibility throughout their professional career.
· Big 4 (or major regional firm) experience preferred.
· Public accounting candidates: 3-5 years.
· Industry candidates: 4-7 years.
· Experience leading a team of at least 2-5 people is valued.
· CPA certification is preferred.
Other Information
· Excellent benefits including medical, dental, life, and a matching 401K with Fidelity Investments.
· The role is mostly remote; however, it will be necessary to come to the Irving/Las Colinas office occasionally to collaborate/meet, and for client visits. To be a good fit, you must be open to this and live within a reasonable distance of the office. 370 Las Colinas Blvd. Irving, TX 75039.
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Relocation assistance
- Vision insurance
- Work from home
Schedule:
- Monday to Friday
Ability to Relocate:
- Irving, TX 75039: Relocate before starting work (Required)
Work Location: Hybrid remote in Irving, TX 75039