Senior Accountant, Revenue

Location: Alpharetta, GA (HQ); EST or CDT time zone (required)

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with over 90 locations across the country, Merit balances tactical advice with innovative strategy. Our 470 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a "Best Places to Work" by Investment News and have made the fastest growing companies list in both INC 5000 and Georgia's Fastest 40.

As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

• The Senior Accountant, Revenue and Compensation supports revenue accounting, advisor compensation, cash collections reconciliation, payroll and bonus accruals, and related reporting in accordance with U.S. GAAP.
• This role partners across Accounting, Billing, Finance, Treasury, Payroll, Corporate Development, Technology, and auditors to support close, reconciliations, controls, audits, and process improvements.

• Revenue Recognition and Revenue Accounting
• Own recurring revenue accounting, journal entries, reconciliations, close deliverables, and revenue activity analysis in accordance with ASC 606.
• Partner with Accounting leadership to evaluate revenue matters and support appropriate accounting treatment.
• M&A Revenue Integration and Post-Acquisition Settlement Analysis
• Support post-acquisition revenue settlement analyses for acquired practices, including revenue activity, settlement mechanics, contractual obligations, and financial results.
• Coordinate with Corporate Development, Finance, Accounting, Billing, and Operations to ensure acquisition-related revenue activity is properly recorded, supported, and documented.
• Cash Collections, Accounts Receivable, and Billing Reconciliation
• Serve as an accounting liaison with Billing to reconcile between Orion and Sage Intacct, receivables, cash collections, and billing-related data.
• Monitor aging, collection trends, unapplied cash, and receivable balances; investigate exceptions and support accurate related general ledger balances.
• Advisor Compensation, Payroll, and Bonus Accruals
• Partner with Payroll, Accounting, Finance, and stakeholders to ensure compensation, payroll, bonus, incentive, and variable compensation costs are accurately recorded and accrued.
• Reconcile compensation-related balances, maintain supporting schedules, document accrual methodologies, and investigate variances timely.
• Internal Control, Month-End Close Responsibilities and Support
• Prepare accurate work papers and schedules for revenue, compensation, receivables, cash collections, payroll accruals, and related accounts.
• Support month-end close, internal controls, process improvements, and documentation for core accounting areas.
• Provid…