What are the responsibilities and job description for the Senior Accountant position at Wealth Enhancement Group, LLC?
Job Description:
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.
Due to growth, our corporate HQ office in Plymouth, MN is seeking a Senior Accountant. This role will provide management with technical guidance on new transactions; analyze financial statement variances, ensure accounting methodologies comply with contract terms, prepare complex calculations, and continually drive to improve systems and processes.
Primary Job Functions
Prepare account reconciliations for assigned balance sheet accounts. Ensure reconciling items are properly documented, resolved in a timely manner and adjustments are prepared.
Timely calculate and book all monthly revenue accrual entries in accordance with US GAAP.
Prepare fluctuation analysis for revenue and related balance sheet accounts, identify trends, and ascertain reasonableness according to business activities.
Collaborate with business partners, billing team and FP&A to effectively understand and support business strategies and trends.
Understand transactional workflow, be knowledgeable about the source of data and ensure data integrity.
Collaborate with Operations to develop a predictive revenue trending and analysis.
Assist in onboarding and transition of acquired teams.
Ensure compliance with all company accounting policies, procedures, and internal controls.
Lead initiatives to implement system and process enhancements as well as identify automation opportunities.
Prepare audit and tax schedules for independent auditors including the support documentation.
Develop and maintain process documentation on a periodic basis.
Other accounting duties as requested and/or assigned.
Education | Qualifications
BS/BA in Accounting or related area of study.
3-5 years of general accounting experience.
CPA preferred but not required.
PC skills – emphasis on Microsoft Excel.
Inter-personal and communication skills working with people at all levels.
Ability to work independently and take full ownership of the tasks assigned.\
Attention to detail, accuracy and diligence in completing tasks.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical and dental coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care spending account
Vision coverage
Wellness programs and resources
Life insurance – employer paid
Short-term and long-term disability – employer paid
Paid Time Off
10 paid holidays each year
Paid parental leave
Tuition reimbursement
IND123
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans.
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