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Merit Financial AdvisorsCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in U.S. GAAP, accounting operations, and financial reporting, with a strong focus on leading accounting teams and enhancing operational efficiency. Proven ability to manage complex accounting processes, including month-end close, internal controls, and compliance initiatives.
Highest-signal resume keywords
U.S. GAAP KnowledgeAccounting LeadershipFinancial ReportingAccounts Payable ManagementSage Intacct Experience
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Oversee day-to-day accounting operations, including general ledger accounting, accounts payable, accounts receivable, payroll accounting, fixed assets, financial close, and related reporting
- Lead month-end, quarter-end, and year-end close activities
- Oversee journal entry review and approval, account reconciliations, and close deliverables
- Monitor close performance and implement efficiency improvements
- Implement accounting policies and technical accounting guidance in accordance with U.S. GAAP
- Lead and oversee accounts payable, accounts receivable, payroll accounting, fixed assets, and general ledger functions
- Monitor accounting metrics, outstanding items, aging reports, accruals, and balance sheet account activity
- Support internal controls, annual audits, regulatory examinations, and compliance initiatives
- Identify control deficiencies, process gaps, and operational risks, and assist with remediation plans
- Lead accounting system enhancements, automation projects, and process improvement initiatives
- Partner with Technology and business stakeholders to improve data quality, reporting, and operating efficiency
- Support ERP administration, accounting system governance, acquisitions, integrations, and accounting-related technology projects
- Lead, mentor, develop, and evaluate accounting staff
- Establish performance expectations and accountability for accounting operations, close activities, controls, and reporting
Requirements
What you’ll need- Bachelor's degree in Accounting or related field required
- CPA required
- 10+ years of progressive accounting experience with strong U.S. GAAP knowledge required
- 5+ years of accounting leadership experience managing accounting operations and financial close processes required
- Experience overseeing accounts payable, accounts receivable, payroll accounting, general ledger accounting, internal controls, and financial reporting required
- Experience in wealth management, RIA, financial services, asset management, broker-dealer, or related industries preferred
- Experience supporting acquisitions, integrations, and multi-entity accounting environments preferred
- Experience with Sage Intacct and related financial systems preferred
- Strong knowledge of U.S. GAAP, accounting operations, financial reporting, internal controls, and month-end close processes
- Strong leadership, organizational, analytical, and problem-solving skills
- Strong reconciliation, review, documentation, and attention-to-detail skills
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a high-growth, acquisition-oriented environment
- Must work in the EST or CDT time zone
Benefits
Comp & perks- Medical Insurance
- Dental/Vision Insurance
- Life & Personal Accident Insurance
- Short-term Disability Insurance
- Long-term Disability Insurance
- Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
- 401(k) Plan with company matching
- Paid Time Off (PTO) and paid holidays
- Growth and development of team members
- Coaching, training, and professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
General Ledger AccountingAccounts PayableAccounts ReceivablePayroll AccountingFinancial CloseAccount ReconciliationInternal ControlsFinancial ReportingMonth-End CloseProcess Improvement
Soft Skills
LeadershipOrganizational SkillsAnalytical SkillsProblem-Solving SkillsCommunication Skills
Tools & Technologies
Sage IntacctERP AdministrationAccounting Systems Governance
Certifications & Qualifications
CPA
Industry Keywords
Wealth ManagementFinancial ServicesAsset ManagementBroker-DealerMulti-Entity Accounting