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Form of workAre you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.
We are looking for a Staff Accountant to join our organization. In this role, you will support the Director, Accounting & Finance in various areas of accounting. Actively participates in month end close processes to ensure that they are completed accurately, timely, and in accordance with U.S. GAAP.
Location: This position may be done HYBRID out of one the following home office locations:
- Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
- Syracuse, NY: 100 Madison Street, 13202
- Remote - USA for the right candidate
The anticipated annual base salary range for this position is $60,000 - $63,000.
Duties and Responsibilities
- Assists in the preparation of the firm's financial statements.
- Responsible for the preparation of account reconciliations.
- Prepares and distributes cost center analysis on a quarterly basis.
- Responsible for the preparation of Account Payable transmittal forms.
- Responsible for preparing various Financial Reporting schedules, reports, and analyses on a regular basis.
- Prepares annual budgets for various cost centers.
- Prepares reports or schedules in preparation for external auditors.
- Write departmental procedures as necessary.
- Research, interpret and implement technical accounting guidance and make recommendations relative to accounting under U.S. GAAP.
- Prepare/review monthly invoices
- Assist in the documentation of accounting processes and procedures.
- Prepare supporting documents and perform tasks related to the external audit.
- Support annual budget preparation.
Qualifications
- Bachelor's degree in accounting or other related field of study and 2-4 years in accounting or financial reporting under U.S. GAAP strongly desired.
- Broker-dealer or other related financial services industry experience preferred.
- Financial services experience preferred.
- Must have strong multi-tasking skills.
- Possess high ethical standards including honesty, integrity, and dedication. Financial Services experience a plus.
- Proficient with Excel, Word, Sage AccPac, Outlook
Why work at Atria?
- In addition to a competitive salary, we provide a full benefits package that includes:
- Medical insurance
- Dental insurance
- Prescription drug benefits
- Vision insurance
- Retirement savings 401(k) plan with matching
- Paid time off
- Paid holidays
- Critical illness insurance
- Veterinary pet insurance
- Employee assistance program
- Life insurance
- Short & long-term disability insurance
- Legal plan
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.
Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.
It's time for the next step in your career. Apply now.
