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Accounting Opportunity in Financial Services

Manager, Shareholder Support & Corporate Accounting Policy

Location(s): All Locations/ Remote

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

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

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

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

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Role Type:      Full-time

Salary: 100,000 - 125,000 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 just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary:

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

Education Requirements:

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

• CPA Required

Responsibilities:

• 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 the 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 which document the Company’s accounting analysis and conclusions in a clear, logical, and comprehensive manner, including the related coordination with the external auditor

• Assist the External Reporting team with audited financial statement reviews

• Provide direct support on other special projects, including but not limited to those associated with M&A activities, as assigned.

Basic Requirements:

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

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

• Knowledge of US GAAP and SEC reporting rules and regulations and their application with 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 with effectively managing projects to a timely conclusion

• Ability to work both independently and in a team environment

• SEC experience required

Preferred Requirements:

• Additional FINRA and Finance Certifications

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.