56 Advisors Excel Financial Planning Associate Jobs Hiring Near You

Location: Split Between Topeka & Lenexa, KS Offices - Hybrid

Job Id:2710

# of Openings:1

Department: Finance

Reporting to: Vice President of Finance

Location: Topeka, KS and Lenexa, KS - Onsite

Overview:

Ready to turn financial data into insights that help shape a growing organization?

As a Financial Reporting Accountant, you'll play a key role in supporting the financial reporting and accounting needs of multiple regulated entities and affiliated companies. You'll prepare financial statements, analyze financial results, support the monthly and quarterly close, and partner with leaders to turn complex financial information into clear, actionable insights. This is an opportunity for an independent, problem-solving accountant who enjoys a fast-paced environment and wants to make an impact as our organization continues to grow.

What you’ll do:

• Prepare financial statements, reporting packages, disclosures, and supporting schedules for assigned entities.
• Analyze financial results, trends, and variances and communicate key findings to management.
• Consolidate financial information and entries for financial reporting.
• Research and respond to financial reporting and analysis requests from leadership.
• Prepare and post journal entries and supporting documentation.
• Prepare account reconciliations, investigate discrepancies, and ensure accounting records are accurate and complete.
• Support monthly, quarterly, and annual financial close processes.
• Monitor cash positions and cash flows and provide reporting as needed.
• Prepare intercompany billings and related accounting entries.
• Partner with leaders and cross-functional teams to gather information, solve complex financial questions, and develop practical solutions.
• Identify opportunities to improve, automate, and scale accounting and financial reporting processes.
• Support internal and external audits and assist with accounting systems, reporting tools, and process improvements.

Experience you’ll bring:

• At least five years of professional experience in accounting, financial reporting, financial analysis, or a related field.
• Strong understanding of accounting principles and financial reporting requirements.
• Strong analytical and problem-solving skills with the ability to independently research, interpret, and communicate financial information.
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to explain financial information clearly to people at all levels of the organization.
• Sound judgment and confidence to ask questions, seek clarification, and appropriately challenge or push back when needed.
• Ability to handle confidential financial information with discretion.
• High-energy, positive attitude, and strong work ethic.

Bonus Points:

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field.
• Background in the financial services industry.
• Knowledge of financial reporting for regulated entities.
• Exposure to accounting system implementation, process improvement, or reporting automation.

What you’ll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.