Senior Accountant, Revenue and Compensation

🔥 8 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💲 Accountant / Accounting

👻 Ghost score 12%

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Logo of Merit Financial Advisors

Merit Financial Advisors

201 - 500 employees

Founded 1998

💸 Finance

🛡️ Insurance

💰 Secondary market on 2025-08

Finance • Insurance

Merit Financial Advisors is a U. S. -based SEC-registered investment advisory and wealth management firm that provides comprehensive financial planning, wealth management, retirement and tax services, and insurance planning for individuals, families and businesses. The firm positions itself as a fiduciary and offers services for life transitions (retirement, divorce, career change, widowhood), employer retirement solutions, and business succession; it reports $24. 69 billion in assets served, 26,000+ households, 350+ team members and 55+ offices (as of Jan 1, 2026). Merit emphasizes a client-focused, goals-driven investment philosophy and a tiered fee structure for advisory services.

📋 Description

• Own recurring revenue accounting, journal entries, reconciliations, close deliverables, and revenue activity analysis in accordance with ASC 606 • Evaluate revenue matters and support appropriate accounting treatment with Accounting leadership • Support post-acquisition revenue settlement analyses for acquired practices • Coordinate acquisition-related revenue activity with Corporate Development, Finance, Accounting, Billing, and Operations • Reconcile Orion and Sage Intacct, receivables, cash collections, and billing-related data • Monitor aging, collection trends, unapplied cash, and receivable balances; investigate exceptions • Record and accrue compensation, payroll, bonus, incentive, and variable compensation costs • Reconcile compensation-related balances, maintain supporting schedules, document accrual methodologies, and investigate variances • Prepare workpapers and schedules for revenue, compensation, receivables, cash collections, payroll accruals, and related accounts • Support month-end close, internal controls, process improvements, audits, interim reviews, compliance activities, and ad-hoc projects • Supervise and review the advisor compensation analyst’s work, including validation and approval of compensation calculations • Resolve compensation-related issues and inquiries from advisors • Provide guidance, training, onboarding, knowledge transfer, process documentation, and continuous improvement support

🎯 Requirements

• Bachelor’s degree in Accounting or related field required • CPA or CPA-track preferred • 5-10+ years of progressive accounting experience with strong U.S. GAAP and ASC 606 knowledge required • Experience with revenue accounting, accounts receivable, cash collections, compensation accounting, payroll accruals, journal entries, reconciliations, audit support, and month-end close required • Experience in wealth management, RIA, financial services, asset management, broker-dealer, or related industries preferred • Experience with acquisition-related accounting, revenue integration, or post-acquisition settlement analysis preferred • Experience with Sage Intacct, Orion, billing systems, AUM platforms, revenue subledgers, or similar systems preferred • Strong Microsoft Excel skills required • EST or CDT time zone required

🏖️ Benefits

• Medical Insurance • Dental/Vision Insurance • Life & Personal Accident Insurance • Short-term Disability Insurance • Long-term Disability Insurance • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA • 401(k) Plan with company matching • Paid Time Off (PTO) and paid holidays • Competitive compensation based on experience, qualifications, location, and market data

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