Accounting Policy Manager

Overview Accounting Opportunity in Financial Services Manager, Shareholder Support & Corporate Accounting Policy Location(s): La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: 115,000 - 134,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits Summary This key position on the Corporate Controller team, which will report to the Director of Accounting Policy, will lead the Company's shareholder support function and provide accounting policy support. The shareholder support component of the role will involve regular collaboration with the Chief Accounting Officer, Legal Department, outside counsel, and our majority owner. The accounting policy component of the role requires strong technical research and writing skills. This position will also assist with other special projects as needed, including but not limited to M&A. Education Requirements Bachelor's Degree from accredited university in Finance, Accounting, Economics, or a related area of study, High School Diploma or equivalent (GED) is required. CPA Required Responsibilities Manage the Company's shareholder support function working closely with the Director of Accounting Policy, Chief Accounting Officer, Legal Department, outside counsel, and our majority owner Maintain the shareholder capitalization table Research and answer shareholder questions, collaborating with the legal department as needed Perform periodic shareholder unit reconciliations with the Company's outside recordkeeper and trust company Partner with legal to support additional equity offerings, typically associated with business acquisitions Monitor standard-setting developments under GAAP and SEC regulations Timely identify impacts with respect to the Company's implementation of new accounting standards and prepare roadmaps and tracking to ensure timely implementation Analyze accounting and financial reporting considerations for complex accounting topics, including assisting the Director of Accounting Policy with educating senior management on the potential accounting or reporting impacts of alternative transaction structures Develop collaborative working relationships with key finance, legal, and other business leaders Assist with the organization of presentations to provide technical training on various standard-setting developments Complete accounting analyses, including but not limited to M&A transactions, to determine the accounting impact of transactions, draft technical memorandums which document the Company's accounting analysis and conclusions in a clear, logical, and comprehensive manner, including the related coordination with the external auditor Assist the External Reporting team with audited financial statement reviews Provide direct support on other special projects, including but not limited to those associated with M&A activities, as assigned Basic Requirements Past shareholder support experience is not required; however, the candidate should have a strong desire to gain this experience Minimum of 6 years progressive experience with accounting, including technical accounting research and SEC reporting Knowledge of US GAAP and SEC reporting rules and regulations and their application with their application to the wealth management industry and with M&A transactions preferred Strong attention to detail, technical, analytical, organizational, and problem-solving skills Excellent communication skills, both oral and written, including the ability to interact directly with shareholders and technical memo writing Demonstrated experience with effectively managing projects to a timely conclusion Ability to work both independently and in a team environment SEC experience required Preferred Requirements Additional FINRA and Finance Certifications 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. Eligibility 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. J-18808-Ljbffr