Hightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking a Staff Accountant to manage month-end close tasks, prepare bank reconciliations, and ensure the accuracy of financial data while collaborating with cross-functional teams.
Responsibilities
- Month-end close task ownership
- Prepare detailed monthly bank reconciliations in Oracle and Blackline
- Proactively review general ledger transaction details throughout the month to streamline month-end close timelines, and ensure the accuracy and completeness of information recorded
- Balance sheet focus through broader account and activity reconciliations
- Independently resolve accounting discrepancies and irregularities
- Identify trends, opportunities, and risks, and recommend actions to enhance financial performance
- Analyze actual results across multiple reporting segments and provide explanations for variance to plan and prior year (P&L + BS)
- Expense accounting review
- Support annual financial audits, ensuring all audit requirements and inquiries are met in a timely and accurate manner
- Propose improvements to internal controls to mitigate risks and maintain compliance
- Collaborate with cross-functional teams to ensure accurate financial data and information flow across the organization
Skills
- Bachelor's degree in accounting or equivalent experience
- 1-3 years of experience
- Strong technical and analytical skills
- Time management and multi-tasking ability
- Detail-oriented
- Excellent written and oral communication skills
- Ability to work with a team
- Required - Excel (specifically VLOOKUP, Pivot Tables, and Data Sorting)
- Proactively review general ledger transaction details throughout the month to streamline month-end close timelines, and ensure the accuracy and completeness of information recorded
- Balance sheet focus through broader account and activity reconciliations
- Independently resolve accounting discrepancies and irregularities
- Identify trends, opportunities, and risks, and recommend actions to enhance financial performance
- Analyze actual results across multiple reporting segments and provide explanations for variance to plan and prior year (P&L + BS)
- Expense accounting review
- Support annual financial audits, ensuring all audit requirements and inquiries are met in a timely and accurate manner
- Propose improvements to internal controls to mitigate risks and maintain compliance
- Collaborate with cross-functional teams to ensure accurate financial data and information flow across the organization
- CPA Preferred
- Preferred – Oracle Cloud, Smart View
Benefits
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Mother’s lounge onsite
- Flexible PTO plan
- In-office Monday through Thursday and work from home on Fridays
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
Company Overview
- Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. It was founded in 2008, and is headquartered in Westport, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://thrushgroup.hightoweradvisors.com/.