Accounting Policy Manager

Overview

Accounting Opportunity in Financial Services

Manager, Shareholder Support & Corporate Accounting Policy

Locations: La Vista, NE and Scottsdale, AZ

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Work policy: Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: 115, per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is part of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and more. To view details, visit our careers page:

This key position on the Corporate Controller team, reporting to the Director of Accounting Policy, will lead the Company's shareholder support function and provide accounting policy support. The shareholder support component involves regular collaboration with the Chief Accounting Officer, Legal Department, outside counsel, and our majority owner. The accounting policy component requires strong technical research and writing skills. This position may assist with other special projects as needed, including but not limited to M&A.

• Bachelor's Degree from an accredited university in Finance, Accounting, Economics, or a related area of study;
  High School Diploma or equivalent (GED) is required.

• CPA Required

• Manage the Company's shareholder support function, working closely with the Director of Accounting Policy, Chief Accounting Officer, Legal Department, outside counsel, and our majority owner

• Maintain the shareholder capitalization table

• Research and answer shareholder questions, collaborating with the legal department as needed

• Perform periodic shareholder unit reconciliations with the Company's outside recordkeeper and trust company

• Partner with legal to support additional equity offerings, typically associated with business acquisitions

• Monitor standard-setting developments under GAAP and SEC regulations

• Timely identify impacts with respect to the Company's implementation of new accounting standards and prepare roadmaps and tracking to ensure timely implementation

• Analyze accounting and financial reporting considerations for complex accounting topics, including assisting the Director of Accounting Policy with educating senior management on potential accounting or reporting impacts of alternative transaction structures

• Develop collaborative working relationships with key finance, legal, and other business leaders

• Assist with the organization of presentations to provide technical training on various standard-setting developments

• Complete accounting analyses, including but not limited to M&A transactions, to determine the accounting impact of transactions; draft technical memorandums documenting the Company's accounting analysis and conclusions, including coordination with the external auditor

• Assist the External Reporting team with audited financial statement reviews

• Provide direct support on other special projects, including those associated with M&A activities, as assigned

• Past shareholder support experience is not required; however, the candidate should have a strong desire to gain this experience

• Minimum of 6 years progressive accounting experience, including technical accounting research and SEC reporting

• Knowledge of US GAAP and SEC reporting rules and regulations and their application to the wealth management industry and with M&A transactions preferred

• Strong attention to detail, technical, analytical, organizational, and problem-solving skills

• Excellent communication skills, both oral and written, including the ability to interact directly with shareholders and technical memo writing

• Demonstrated experience managing projects to timely conclusions

• Ability to work independently and in a team environment

• SEC experience required

• Additional FINRA and Finance Certifications