Senior Accountant, Finance Systems

🕒 July 23

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 32%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Investments & Wealth Institute

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1985

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

Investments & Wealth Institute is an association created for and by financial advisors that provides advanced professional education, nationally recognized certifications, continuing education (CE), conferences, publications, and member services focused on investment management, wealth management, and retirement planning. The Institute administers major designations such as CIMA (Certified Investment Management Analyst), CPWA (Certified Private Wealth Advisor), and RMA (Retirement Management Advisor), runs online courses and certificate programs, hosts industry conferences and webinars, and offers resources, partner solutions, scholarships, and accreditation support to advisory firms and individual practitioners.

📋 Description

• Serve as a primary resource for the organization's ERP system, including administration, configuration, testing, and user support • Design integrations between the ERP system and operations systems, including Fonteva, ADP, and Ramp • Participate in ERP implementations, upgrades, integrations, and optimization projects • Identify opportunities to automate manual accounting processes and improve workflow efficiency • Develop and maintain reports, dashboards, and system-generated financial information • Lead adoption of new finance processes by communicating changes, supporting users, and promoting best practices • Develop and maintain SOPs, process maps, and system documentation • Partner with internal departments to improve business processes through technology • Document accounting procedures and system workflows to strengthen internal controls • Evaluate technologies and recommend solutions that improve productivity and data quality • Assist with full-cycle accounting, including journal entries, reconciliations, and account analysis • Prepare and post monthly journal entries • Perform account reconciliations and maintain supporting documentation • Process and oversee accounts payable transactions • Manage accounts receivable, customer invoicing, collections, and cash application • Assist with month-end and year-end close activities • Prepare monthly financial reports and supporting schedules • Ensure accounting records comply with GAAP and organizational policies • Support annual financial statement audits and compliance reporting

🎯 Requirements

• 3–5 years of progressive accounting experience • Bachelor's degree in Accounting, Finance, or a related field • Strong understanding of GAAP and the monthly close process • Experience supporting, implementing, or administering an ERP system • Advanced Microsoft Excel skills • Experience with ERP implementations, data migrations, or system integrations • Experience with Sage Intacct, NetSuite, or other ERP systems • Excellent analytical, organizational, and problem-solving abilities • Strong written and verbal communication skills • Ability to manage multiple priorities in a fast-paced environment • Preferred: experience designing automated workflows and improving accounting processes • Preferred: knowledge of reporting tools, business intelligence platforms, or data visualization software • CPA preferred • Must be able to lift up to 15 pounds at times

🏖️ Benefits

• Medical, dental, and vision insurance • 401(k) retirement plan with employer match • Paid time off • Paid holidays • Life and disability insurance • Flexible spending accounts • Employee assistance resources • Professional development opportunities