Senior Accountant

Overview

Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and world-class products and services for all types of investors. This role supports career-minded professionals seeking to engage with corporate and institutional clients within four business segments that offer progression and growth.

Business Segment Overview:
Corporate: Engage in business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll optimize processes and implement policy improvements.

The Senior Financial Accountant is a key individual contributor responsible for owning the month-end close from start to finish, supporting audits, and partnering cross-functionally to ensure accurate, timely, and well-controlled financial reporting. This role is designed for an experienced accountant who is comfortable operating independently, applying judgment to complex issues, and proactively identifying opportunities to automate, streamline, and enhance controls.

Primary duties will include:

• Own the end-to-end month-end close process, including journal entries, account reconciliations, variance analysis, and close deliverables
• Prepare and analyze balance sheet and income statement accounts to ensure accuracy and completeness
• Investigate and resolve reconciling items and unexpected fluctuations
• Partner with internal teams to meet close timelines and reporting requirements

• Audit & Controls:
  Serve as a primary accounting contact for internal and external audit support
• Prepare audit schedules, supporting documentation, and respond to auditor inquiries
• Apply a strong controls mindset and identify opportunities to enhance control effectiveness and documentation
• Ensure compliance with internal accounting policies and applicable accounting standards

• Process Improvement & Automation:
  Identify inefficiencies in accounting, reconciliation, and reporting workflows
• Develop and implement process improvements and automation to reduce manual effort and improve data quality
• Leverage Excel and available systems to improve accuracy, efficiency, and transparency
• Contribute to special projects and system enhancements as the business evolves

• Cross-Functional Communication:
  Partner with Operations, FP&A, Compliance, and other stakeholders to understand activity impacting financial results and support ad-hoc initiatives requiring financial analysis and data insights

Required

• Bachelor’s degree in Accounting or Finance
• 5–7+ years of progressive accounting experience (public accounting and/or industry)
• CPA or CPA candidate
• Advanced Excel skills, including working with large data sets
• Strong analytical, problem-solving, and critical-thinking skills
• Ability to work independently and manage multiple priorities

Preferred

• Basic understanding of programming languages (i.e. SQL, Python, VBA)
• Exposure to ERP systems and accounting automation initiatives
• Experience in or understanding of financial securities industry
• Background in complex or fast-paced accounting environments
• Experience improving processes or shortening close timelines