Financial Accountant

About Carnegie Investment CounselCarnegie Investment Counsel, founded in Cleveland, Ohio in 1974, is an independent Registered Investment Advisor (RIA) with over $6 billion in assets under management and advisement. We specialize in custom investment management, wealth management, and corporate retirement plans for families, individuals, nonprofits, and businesses. As a fiduciary, our priority is to act in our clients' best interests, providing personalized plans, portfolio transparency, and straightforward fee structures. With nine offices and over 65 team members, we are dedicated to helping clients "Invest with Intention" through attentive service and careful stewardship of their financial goals.Position OverviewWe are seeking an experienced and strategic Financial Accountant to join our leadership team. The position will play a critical role in shaping the financial direction of the firm, ensuring operational efficiency, regulatory compliance, and long-term financial strength. This individual will oversee all financial aspects of the business and serve as a key partner to senior leadership in driving growth and profitability.Key ResponsibilitiesLead all financial planning, budgeting, forecasting, and reporting processesOversee accounting operations, including financial statements, audits, and internal controlsEnsure compliance with SEC and regulatory requirements applicable to registered investment advisorsDevelop and execute financial strategies aligned with the firm’s long-term goalsManage cash flow, capital structure, and investment of firm assetsProvide strategic recommendations to the CEO and executive teamMonitor key performance indicators and provide actionable insightsOversee tax planning and coordination with external advisorsLead and develop the finance and accounting teamEvaluate and improve financial systems, processes, and reporting toolsQualificationsBachelor’s degree in Finance, Accounting, or related field (MBA and/or CPA strongly preferred)10+ years of progressive financial leadership experience, preferably within asset management, wealth management, or financial servicesStrong knowledge of RIA regulatory environment and SEC complianceProven experience in financial strategy, planning, and analysisExceptional leadership, communication, and organizational skillsHigh level of integrity and commitment to fiduciary standardsExperience with financial systems and reporting platformsPreferred ExperiencePrior experience working in a registered investment advisory (RIA) firmFamiliarity with portfolio management and reporting systemsExperience scaling financial operations in a growing firmJob Type & BenefitsCompetitive base salary and performance-based bonusCompensation commensurate with experienceComprehensive benefits package (health, dental, vision, retirement plan)Health Savings AccountPaid time off and flexible work arrangementsOpportunity to play a key leadership role in a growing firmHow to ApplyInterested candidates should submit a resume and cover letter outlining their qualifications and interest in the role to MaryBeth FitzGerald mfitzgerald@carnegieinvest.com Equal Opportunity StatementCarnegie provides equal employment opportunities to all employees and applicants foremployment and prohibits discrimination and harassment of any type without regard to race,color, religion, age, sex, national origin, disability status, genetics, protected veteran status,sexual orientation, gender identity or expression, or any other characteristic protected byfederal, state or local laws.