Job Locations:
Phoenix, AZ
La Vista
Oakdale, MN

Current Employees and Contractors Apply Here

Advisor Group Careers

Be a part of the team behind our success!  At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Corporate Finance Opportunity in Financial Services

Senior Accountant

Location:          20 E. Thomas Road, Phoenix AZ 85012 

12325 Port Grace Boulevard, La Vista, NE 68128

7755 Third Street North, Oakdale, MN  55128


The Senior Accountant is primarily responsible for supporting Advisor Group’s Accounting function, which broadly encompasses financial reporting and analysis, monthly close process, strong understanding of US GAAP, and maintaining controls over financial reporting. In this capacity, he/she 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.


  • Prepares monthly business unit reporting that evaluates actual results as compared to budget
  • Integral in the month-end close process
  • Reviews and/or prepares monthly journal entries
  • Researches 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 or Master’s degree in Accounting is required. 

Basic Requirements:

  • Minimum of 3 – 6 years’ experience in public accounting and/or private industry
  • Solid knowledge of financial statements and accounting principles required
  • Strong attention to detail
  • Expert proficiency in the use of business applications, particularly Excel
  • Experience with general ledger applications
  • 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:

  • CPA is a plus
  • Experience with Workday Financials preferred
  • Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

Current Employees and Contractors Apply Here