Senior Accountant: Close, Budgets & Reporting

Job Description

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

Full‑time

• 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.

• 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

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. We continue to recruit and mentor new talent to the industry, and our multi‑generational staff of over 130 employees understands the diverse needs and perspectives of our clients.

We live by our development motto: never stop growing.

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 Net Suite.
• 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.

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

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 must occasionally lift or move up to 10…