Senior Financial Reporting Accountant

Corporate Finance and Accounting Opportunity in Financial Services

Senior Financial Reporting Accountant

Preferred Location: Phoenix, AZ

Role Type: Full Time (Hybrid or Remote)

Qualified candidates in all locations and seeking 100% work from home encouraged to apply. 


The Senior Financial Reporting Accountant is a key member of Osaic’s external reporting team who will play a significant role in the preparation of financial statements for regulatory and internal reporting purposes. We are looking for someone with a strong background in financial reporting and understanding of US GAAP and SEC regulations who is a great collaborator and is passionate about delivering quality results and driving continuous improvement in a dynamic, high-growth environment.


  • Prepare quarterly and annual consolidated financial statements for Osaic, including footnote disclosures, management’s discussion and analysis, and all other components of the filings
  • Prepare annual financial statements for each of Osaic’s broker-dealer subsidiaries, including footnote disclosures and all other components of the filings
  • Understand the balance sheet, P&L and cash flow impacts of account activity, including classifications of financial statement line items
  • Interact, communicate and maintain relationships with other functional departments to ensure the quality, accuracy and completeness of the financial statements and footnote disclosures
  • Prepare SEC and US GAAP disclosure checklists in conjunction with quarterly and annual report filings
  • Research SEC and US GAAP accounting guidance and other regulatory requirements, including performing peer research for various disclosures as necessary
  • Assist in implementation and maintenance of internal controls around financial reporting
  • Interface with external auditors as needed
  • Assist in continuous improvement initiatives related to financial reporting, including the implementation of new or expanding the usage of certain existing financial reporting tools and other improvement initiatives
  • Assist in various projects as assigned, including business acquisitions and other actual or proposed transactions

Education Requirements:

  • Bachelor’s Degree from an accredited university in Accounting is required
  • CPA designation preferred

Basic Requirements:

  • 3+ years of experience in public accounting and/or private industry with SEC reporting and technical US GAAP research and analysis
  • Solid knowledge of financial statements and accounting principles required
  • Strong attention to detail
  • Advanced Microsoft Excel skills
  • Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
  • Self-starter who will anticipate challenges and work proactively to resolve issues
  • Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
  • Excellent written and verbal communication skills and interpersonal skills to work effectively with associates at all levels
  • Team player with a customer service mentality
  • Demonstrates credibility and a willingness to do things the right way

Preferred Requirements:

  • Audit-related experience in a publicly traded environment
  • Experience working with Workiva Wdesk and Workday Financials
  • Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.