Senior Accountant at Kestra Financial in Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Job description

• Posted Thursday, September 17, 2026 at 8:00 AM
• Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
• Lead with Purpose. Partner with Impact.
• The Senior Accountant is responsible for performing advanced accounting and financial analysis functions, such as preparing & posting journal entries, generating & maintaining various general ledger account reconciliations, performing medium-to-complex research/analyses, and serving as a team lead for escalations and projects.

Responsibilities

• Perform complex accounting analysis to validate financial statements and identify potential errors. Delivers a variety of financial reports to communicate results and trends.
• Research accounting policy and formulate recommendations for processes and procedures.
• Manage and coordinate the financial and regulatory audits. Work with external auditors to resolve outstanding deliverables.
• Support M&A initiatives, including financial due diligence, transaction accounting assessments, and coordination of post-acquisition onboarding and integration activities
• Serve as the team lead on department projects. Investigate potential impacts, report findings to Management, and facilitate final recommendations.
• Develop and maintain appropriate schedules for accruals, amortization, and other accounting transactions. Automate and leverage technology when beneficial.
• Oversee, train, and review work completed by accounting staff. Serve as a resource for questions and escalations.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Accounting or Finance related field required. MBA, MAcc, or CPA preferred.
• 5+ years progressive experience in Accounting or Finance.
• Experience working in the financial services industry.
• Understanding of GAAP accounting principles and accounting policies & procedures
• Critical thinking skills necessary with the ability to plan, prioritize, and conceptualize
• Proven ability to work independently to interpret in formation and identify problems/solutions
• Demonstrated ability to work cooperatively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results
• Strong communication and problem-solving skills, as well as flexibility, creativity and the desire to innovate and design processes are highly preferred
• Proficiency in Excel and Word. Knowledge of NetSuite Accounting System or SQL is a plus
• Experience with Oracle NetSuite desired.

Skills

Required

• GAAP accounting principles
• Accounting policies & procedures
• Critical thinking
• Ability to work independently
• Problem-solving
• Communication

Preferred

• Proficiency in Excel and Word
• Experience with Oracle NetSuite

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses