Senior Accountant, Finance Systems

🕒 5 days ago

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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 ongoing administration, configuration, testing, and user support • design integrations between the ERP system and operations systems • participate in ERP implementations, upgrades, integrations, and optimization projects • identify opportunities to automate manual accounting processes • 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 standard operating procedures (SOPs), process maps, and system documentation • assist with full-cycle accounting including journal entries, reconciliations, and account analysis • prepare monthly financial reports and supporting schedules

🎯 Requirements

• 3 - 5 years of progressive accounting experience • hands-on experience implementing, supporting, or optimizing an ERP system, preferably Sage Intacct or NetSuite • strong understanding of GAAP and the monthly close process • experience supporting, implementing, or administering an ERP system • advanced Microsoft Excel skills • excellent analytical, organizational, and problem-solving abilities • ability to manage multiple priorities in a fast-paced environment • experience with ERP implementations, data migrations, or system integrations. • bachelor's degree in Accounting, Finance, or a related field • CPA preferred

🏖️ Benefits

• medical, dental, and vision insurance • a 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