Senior Accountant

1870 Holdings is a privately held financial services organization with approximately $1 billion in consolidated assets. The company oversees a diversified portfolio that includes multiple community bank charters, an insurance agency, and a tax and accounting firm. We are committed to strong financial performance, long-term shareholder value creation, and disciplined strategic growth.

Position Overview
1870 Holdings is seeking a highly skilled Senior Accountant to join its executive leadership team and support the fiscal management of the holding company and its subsidiaries. Reporting directly to the President, this role plays a critical part in consolidated financial reporting, audit management, shareholder reporting, and strategic financial analysis.

This position is a key component of the company’s long-term succession plan, with the expectation that the successful candidate will be prepared to transition into the Chief Financial Officer (CFO) role within 3–5 years.

Key Responsibilities Financial Reporting
• Lead the preparation of consolidated monthly financial statements for the holding company and subsidiaries.
• Ensure accurate and timely consolidation of financial results across multiple banks and other operating entities.
• Analyze financial performance and provide insights to executive leadership and the board of directors.
• Support budgeting and forecasting for the consolidated entity.

Audit Management
• Serve as the primary coordinator for the annual financial statement audit.
• Manage relationships with external auditors and oversee timely completion of audit deliverables.
• Coordinate with internal accounting teams and subsidiary entities to ensure full audit readiness.

Shareholder Accounting & Reporting
• Assist the Executive Secretary in maintaining accurate shareholder records, including stock ownership and transactions.
• Assist in preparing shareholder communications and financial reporting materials.
• Support dividend calculations and related compliance requirements.

Human Resources Support
• Provide accounting support for payroll and benefit plans.
• Assist leadership in administering existing executive benefits and developing additional performance-based compensation plans.

Strategic Financial Analysis
• Develop financial models to support mergers, acquisitions, and other strategic initiatives.
• Assist executive leadership with capital planning, financial forecasting, and performance modeling.

Tax Coordination & Oversight
• Coordinate with external tax advisors on the preparation and review of federal and state tax filings.
• Assist with gathering information and supporting schedules for tax compliance.
• Review tax provisions and ensure alignment with financial reporting.
• Maintain a working understanding of tax implications related to corporate structure, dividends, and strategic initiatives.

Governance Support
• Prepare financial materials and analyses for board and committee meetings.
• Support corporate governance standards and regulatory financial reporting requirements.

Education
• Bachelor’s degree in accounting or finance required
• CPA strongly preferred Experience
• Approximately 10 years of experience in banking, financial services, or public accounting with financial institutions
• Preferred background in community banking, bank holding company accounting, and consolidated financial reporting

Skills & Competencies
• Strong understanding of GAAP financial statement preparation and consolidation
• Demonstrated experience managing external audits
• Advanced financial modeling and strategic analysis skills
• Excellent organizational and project management abilities
• Effective communication skills, including interaction with executive leadership and boards
• High integrity and discretion…