Senior Accountant @ Allworth Financial

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

Summary

This is a compelling opportunity for a highly motivated individual to join an expanding business with an exciting vision and strategy. A successful candidate will use their excellent analytical skills and thorough knowledge of generally accepted accounting principles (GAAP) to play a key role in the monthly close process and maintaining financial records of the firm.

This is a full-time role in our Folsom, CA office.

The base salary range for this role is between 70,000 and 95,000 annually.

Responsibilities

Responsible for month end close in accordance with GAAP, including account reconciliations and journal entries
Serve as a back-up for month-end duties assigned to other team members
Provide support to accounts payable team as needed, ensuring the accurate coding, timely processing of accounts payable, credit card charges and employee expense reports
Provide support to accounts receivable team as needed, ensuring accurate and timely billing and cash application
Ensure adherence to all applicable GAAP pronouncements
Provide support for annual audits by preparing supporting schedules and assisting with audit requests
Assist in the development, rollout and continuous improvement of procedures, processes, and internal control documentation
Assist with the accounting aspect of integrating newly acquired firms
Assist with ad hoc projects as requested

Requirements

Bachelor’s Degree in accounting or finance
CPA or pursuing a CPA certification - preferred
Minimum of three years accounting and/or audit experience
Experience working in an accounting system
Strong organizational skills; able to manage priorities and workflow
Good judgment with the ability to make timely and sound decisions
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy.
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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Senior Accountant

Allworth Financial

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