Staff Accountant

The Company

BetaNXT is the next wave in wealth management technology and outsourcing solutions. We focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions. Our products reduce enterprise cost, streamline operation processes, increase advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable scale and commercial growth.

But we are not just invested in our customers; we are also invested in people. We know that our overall success is a combined effort, and we therefore strive to provide opportunities for our employees to learn, grow and thrive.

Staff Accountant Job Description

The Staff Accountant will be an integral part of the Finance & Accounting team supporting the Accounting Manager and Controller. This role will report directly to the Accounting Manager.

Preferred Location: Greater Milwaukee area (Hybrid acceptable)

Responsibilities:

• Assisting with cash applications of a high invoice volume business and documentation of the process
• Recording the bi-weekly payroll journal entries.
• Perform account analyses and reconciliations.
• Support general ledger maintenance and prepare journal entries.
• Support various accounting functions including financial reporting.
• Assist with monthly, quarterly, and year-end close processes, ensuring the books are closed efficiently, timely and accurately.
• Ensure financial transactions are accounted for accurately.
• Support the work with third-party advisors, including the company’s external auditors, technical accounting, and tax partners.
• Work seamlessly with the finance team and/or third-party support
• Assist with external audits.
• Assess current processes and procedures and recommend process improvements as applicable.
• Effectively partner with and communicate across the Finance and Accounting function.
• Assist with ad hoc accounting projects and requests as needed.

Qualifications:

• Minimum of 3+ years of relevant accounting work experience
• Bachelor’s degree in accounting, Finance, or related field
• Certified Public Accountant, preferred.
• NetSuite experience, preferred.
• Demonstrate strong analytical, organizational and project managements abilities.
• Initiative-taking energetic approach and ability to challenge the status quo.
• Excellent oral and written communication skills
• Collaborator with a proven history of effective collaboration
• An elevated level of people skills and an ability to function effectively in a fast-paced environment.