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NextCapital

Senior Accountant

Chicago, IL

ABOUT US

NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors, whether they're saving for retirement in a 401(k) or IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution provides better outcomes for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable advice methodology and fiduciary roles.

Learn more about NextCapital at www.themuse.com/companies/nextcapital

JOIN OUR TEAM

We're looking for an organized and highly motivated Senior Accountant to join our team. Our Money team manages all corporate finance and accounting. You will be responsible for closing the books, improving our financial reporting and driving financial operational excellence.

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The ideal candidate is a collaborative problem-solver with a can-do attitude, high integrity and natural curiosity and desire to learn.

WHAT YOU'LL DO
  • Execute month-end close procedures
  • Own of month-end close workpapers
  • Assist with financial statement preparation and reporting
  • Prepare and post of journal entries
  • Support receivables, payables and payroll processes
  • Proactively identify process improvement opportunities
  • Assist with projects to drive down the cost of processing transactions
  • Assist with monthly variance and change analysis along with actual vs budget reporting
  • Ad hoc reporting

WHERE THIS ROLE MAY LEAD YOU
  • Responsible for the accounting function end-to-end
  • Drive financial planning, including forecasting, resource planning and cash optimization and supporting strategic decisions
  • Bring in-house and building out tax strategy and compliance


Requirements
WHO WE'RE LOOKING FOR
  • You have at least 2 years experience in an accounting or audit role
  • You have post-high school education in accounting, finance or other relevant discipline
  • You have thorough knowledge of GAAP
  • You are an exceptional communicator
  • You are organized and detail oriented
  • You are comfortable working with data and/or have basic SQL knowledge
  • You are proficient with Sage Intacct general ledger software and spreadsheets (Excel / G Sheets)
  • PLUS: You have experience with software companies

Job ID: next_capital-11D975930E
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • On-Site Gym
    • Mental Health Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • Company Outings
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Summer Fridays
  • Financial and Retirement

    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Lunch and Learns
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program

This job is no longer available.

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