Senior Accountant (Financial Services)
Our client is a well-established, Miami-based financial services company. The organization is part of a broader international group of companies and serves clients across multiple markets.
This is a high-impact opportunity for a technically strong accountant to join a small, high-performing finance team and take full ownership of the accounting function.
Role Reporting directly to the Group CFO, the Senior Accountant will be responsible for managing the full-cycle accounting operations of the Miami entity, as well as supporting accounting for several smaller entities within the broader group. The role involves a degree of technical complexity, including multi-entity financial reporting and consolidations, making strong foundational accounting knowledge essential.
This is a hands‑on individual contributor role suited to someone who is self‑directed, detail‑oriented, and comfortable working independently within a lean team environment.
Key Responsibilities Manage the full accounting cycle: accounts payable, accounts receivable, payroll entries, accruals, and general ledger postings
Perform month-end and year-end close processes, including journal entries, reconciliations, and variance analysis
Maintain and reconcile trust accounts, including trust payables, receivables, and bank reconciliations, in adherence to applicable trust accounting rules and regulations
Prepare monthly, quarterly, and annual financial statements in accordance with US GAAP
Support financial statement consolidation across group entities
Prepare management reporting packages on a monthly and quarterly basis
Process bi-weekly payroll and assist with benefits administration
Liaise with external auditors and prepare working papers for interim and year-end audits
Support budgeting, forecasting, and financial analysis
Identify and implement process improvement opportunities, including automation and reporting enhancements
Ensure compliance with internal controls, accounting policies, and regulatory requirements
Requirements Bachelor's degree in Accounting, Finance, or a related field
Minimum 3–5 years of progressive, full‑cycle accounting experience
Strong knowledge of US GAAP; familiarity with IFRS is an asset
Experience with trust accounting
Proficiency in accounting software and Microsoft365, particularly Excel
Strong verbal and written communication skills
Bilingual in English and Spanish
Preferred CPA designation or equivalent — strongly preferred given the technical complexity of the role
Experience with XERO accounting software
Background in financial services, insurance, or a similarly regulated industry
Experience working in private industry
Experience with multi‑entity consolidations
Benefits Base Salary: $75,000 – $115,000 depending on experience and qualifications
Quarterly Performance Bonus tied to defined objectives
401(k), healthcare, and additional benefits
Hybrid work schedule: 4 days in office, 1 day remote
Equal Employment Opportunity Statement Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
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