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Advisor Group locationBirmingham, AL
18 positions

Web Mktg Technology Specialist

Advisor Group locationBirmingham, AL
18 positions
info linkReport a probelm Originally Posted : November 18, 2020 | Expires : December 18, 2020


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Job Location
Birmingham, AL, United States


Finance & Accounting Opportunity in Financial Services

Staff Accountant

Location:         3535 Grandview Parkway, Suite 600, Birmingham, AL 35243


We have an opportunity for a Staff Accountant within Highland Capital Brokerage, a member of Advisor Group. The primary duties of this position consist of preparing financial packages for HCB firms.  The position requires a candidate that can effectively interact with the Member firms on operational issues.  The candidate must be project-oriented, team oriented, analytically minded, articulate, proactive, and sensitive to deadlines.


  • Responsible for all financial aspects of firms under the direction of the Accounting Manager
  • Creates the monthly financial packages for each firm including an EBITDA calculation, income statements, and balance sheets
  • Prepares monthly journal entries for each firm
  • Creates/prepares detailed expense analysis for Management's review
  • Creates monthly variance analysis of financial statements
  • Prepares the balance sheet and fixed asset reconciliations on a monthly basis
  • Prepares accounts payable processing for the Member Firms
  • Creates comprehensive financial analytical packages on a quarterly and yearly basis
  • Calculates the monthly compensation of the Sales Vice Presidents and Internal Wholesalers of firms
  • Reviews payroll and benefits posted to each firm
  • Creates yearly budgets for each firm
  • Prepares yearly property tax returns for each firm
  • Creates and maintains relationships with the managing directors and staff of each firm
  • Possess strong work ethic- (i.e. Takes ownership of work, follow-up skills, professional attitude)
  • All other duties as assigned

Education and License Requirements:

  • Bachelor's Degree in Accounting/Finance required
  • CPA preferred


Basic Requirements:

  • 1-3 years' experience in public or corporate accounting is required
  • Candidate must be advanced in Excel and a quick learner on new computer programs
  • Proficiency with current standard platforms such as Microsoft Office Suite and web-based team platforms

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