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Senior Financial Reporting Accountant

Advisor Group Phoenix, AZ

Corporate Finance & Accounting Opportunity in Financial Services

Senior Financial Reporting Accountant

Location(s):      20 E Thomas Road, Phoenix, AZ 85012

12325 Port Grace Boulevard, La Vista, NE 68128

7755 Third Street North, Oakdale, MN  55128

Role Type:        Full Time (Hybrid/Remote)      


The Senior Financial Reporting Accountant is a key member of the external reporting team for Advisor Group, ideally with a strong understanding of US GAAP and SEC regulations for the preparation of all SEC reporting and will be the interface with external auditors. In this capacity, the Senior Accountant will play a leading role in various accounting efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

Why Advisor Group  

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events


  • Manages external financial reporting, including the preparation of all Advisor Group's quarterly and annual reporting requirements
  • Prepares footnotes, management's discussion and analysis, and all other components of the filings
  • Provides technical expertise to the organization on the treatment of complex accounting issues
  • Prepares US GAAP and SEC disclosure checklists in conjunction with quarterly and annual report filings
  • Coordinates and prepares/reviews external audit requests that support the preparation of quarterly and annual external financial reporting requirements
  • Prepares monthly business unit reporting that evaluates actual results as compared to budget
  • Integral in the month-end close process
  • Research accounting policies/regulatory rules around new products and/or business initiatives
  • Assesses the accounting impact of various business initiatives through detailed understanding of revenue and cost drivers
  • Assists in the company's forecasting, budgeting, and long-term planning processes (weekly flashes, monthly reporting, annual planning / budgeting)
  • Monitors performance of various business units (including variance analyses)
  • Maintains and improves the controls around financial reporting
  • Assists with implementation of new tools and systems
  • Helps to improve current accounting processes through process improvement and/or automation
  • Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit
  • Mentor junior team members
  • All other duties as assigned

Education Requirements:

  • Bachelor's Degree from an accredited university in Accounting required
  • CPA designation preferred

Basic Requirements:

  • Minimum of 5 years' experience in public accounting and/or private industry with SEC reporting and technical GAAP research and analysis experience
  • Solid knowledge of financial statements
  • Expert proficiency in the use of business applications, particularly Excel
  • Experience with general ledger applications (Workday Financials preferred)
  • Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
  • Self-starter who will anticipate challenges and work proactively to resolve issues
  • Comfortable working within an entrepreneurial, "roll-up your sleeves" environment
  • Strong written and verbal communication skills
  • Team player with a customer service mentality

Preferred Requirements:

  • Audit-related experience in a publicly traded environment preferred
  • Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Date Posted May 11, 2022
Date Closes June 10, 2022
Requisition R0002818
Address 20 E Thomas Rd #2000
Located In Phoenix, AZ
Work At Phoenix
SOC Category 00-0000.00

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