We are seeking an experienced and detail-oriented Senior Accountant to support month end close and support our financial planning, budgeting, and reporting functions. This is an important role responsible for delivering accurate and insightful financial information to senior management and key stakeholders. The Senior Accountant will play a critical role in timely month end close process, assist in developing budgets, performing month-end variance analysis, and identifying cost optimization opportunities, while supporting strategic initiatives across the business.

The ideal candidate is a strategic thinker who thrives in a hands-on environment and can work cross-functionally with department heads to drive performance and accountability.

Essential Duties and Responsibilities

• Own the full month-end close process, including preparation and review of journal entries, account reconciliations, and accruals to ensure accurate and timely financial reporting in accordance with GAAP.
• Analyze and investigate variances between actual results and budget/forecast, providing clear explanations and supporting documentation to management and key stakeholders.
• Collaborate cross-functionally (i.e. payroll and operations teams) to gather necessary data, resolve discrepancies, and continuously improve close processes to reduce cycle time.
• Support the development of comprehensive financial reporting for senior management and key stakeholders.
• Streamline and help automate data collection and reporting processes across key stakeholders.
• Report corporate department P&Ls and work with cross functional leaders to ensure corporate targets are met.
• Ensure data integrity and consistency across financial systems and reporting tools.
• Support the annual budgeting and multi-year strategic planning process, ensuring alignment with corporate objectives.
• Assist in developing a monthly and quarterly reforecasting process.
• Work with operational and other cross functional leaders to ensure financial targets are met.
• Supervise an accounting administrator

Benefit Summary

• Competitive Compensation
• Comprehensive Medical, Dental, and Vision Insurance
• Life Insurance
• Long Term Disability
• Supplemental Insurance
• Paid Time Off and Holidays
• Employee Advantage Program
• Employee Assistance Program
• 401(k) Matching
• Eligible Profit Sharing
• Career Development, Mentorship and Education
• Team Events
• Achievement Awards and Trips

Company Summary

Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the more than $5 billion in assets entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit.

Visa Sponsorship is Not Available.

• Big Four Experience preferred.
• Minimum 5 years of progressive accounting, with at least 2 years in a supervisory or team lead role.
• Experience supporting financial reporting packages and working with cross-functional teams.
• Strong knowledge of budgeting, forecasting, variance analysis, and financial modeling.
• Highly proficient in Excel; experience with financial systems such as Floqast and NetSuite.
• Excellent written and verbal communication skills; able to translate financial concepts to non-financial stakeholders.
• Strong business judgment and analytical thinking.
• Prior experience in financial services.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

Education Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; required.
• Master's degree; preferred.
• CPA or CFA designation preferred.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

PM21