VP, Accounting

We are seeking an experienced VP, Accounting & Compensation to lead the accounting, treasury, and advisor compensation operations across a dynamic holding company and its subsidiaries. In this key leadership role, you will oversee financial reporting, internal controls, regulatory compliance, and multi-entity tax and audit requirements while serving as a trusted advisor to C-suite leadership.

• Compensation - $,000 annual base salary
• Insurance - Health, Dental, Vision, and Life Insurance
• Paid Time Off - 15 days
• Additional Benefits - 401(k), Short & Long Term Disability, and AFLAC

• Oversight & Management - Provide leadership and direction over the Accounting and Compensation Departments.
• Deliverable Verification - Perform final review of all prepared accounting and compensation deliverables.
• Consolidated Financial Leadership - Directed reporting, budgeting, and FP&A operations across a holding company and ten subsidiaries.
• Advisor Compensation - Direct weekly calculation and disbursement of client advisor compensation.
• Treasury & Cash Management - Oversee daily cash operations, including receipts, disbursements, liquidity management, and balance reporting.
• Internal Controls & Governance - Maintained and strengthened organizational internal financial controls to safeguard assets.
• Regulatory Compliance - Managed financial reporting, capital requirements, and regulatory filings for regulated business entities.
• Strategic Advisory - Provided financial oversight across the holding company and subsidiaries, delivering strategic analysis and recommendations to executive leadership.
• Process Automation & Tech - Leveraged technology systems to streamline workflows and increase efficiency across accounting and compensation departments.
• Payroll Operations - Directed total payroll processing and compliance operations.
• Audit & Tax Leadership - Led annual financial statement audits and coordinated tax filings across multiple corporate entities.
• Vendor & Partner Relations - Managed primary relationships with external auditors, tax advisors, bankers, legal counsel, and key vendors.
• Operational Agility - Executed special projects and executive financial initiatives as required.

• Experience - 8+ years accounting experience with prior proven experience managing a team
• Industry Background - Prior experience in securities/broker-dealer industry a plus, but not required
• Certifications & Licenses - Series 27 or 28 Financial & Operations Principal License (required) and CPA (highly desired)
• Technology Proficiency - Proficiency with Net Suite Accounting Software and Intermediate Excel skills
• Educational Background - Bachelor’s degree in Accounting or related field
• Interpersonal Relationships - Ability to engage with staff at all levels and maintain positive interdepartmental collaboration

Sourced. may rely on automated decision-making technology (ADMT) at one or more stages of reviewing candidates for this position, including tasks like assessing, filtering, ranking, or scoring applications. Where used, these tools can have a meaningful impact on whether you're considered eligible or selected for the role.

To request more detail on any ADMT applied during this process, such as the specific tool's name, who developed it, and what categories of personal information it relies on, please reach out to us at (678) 744
-8877.