A unique opportunity to join one of the nation’s
Top 100 Independent Wealth Management Firms
Located in Whitefish, Montana, our nationally-ranked Stack Financial Management (SFM) is seeking a top-tier Senior Accountant/Controller to perform accounting activities related to processing and recording of revenue and expenses, payroll functions, financial reporting and forecasting. This position plays an essential role in important strategic and business planning decisions, and offers a unique opportunity to build a long-term career as a valuable member of our leadership team.
Responsibilities:
- Perform accounting activities of our two affiliated businesses, including the processing and recording of revenue, expenses, journal entries, and credit card activity in QuickBooks
- Perform daily, month-end, and year-end accounting functions, ensuring they are completed timely and accurately
- Perform payroll-related activities, including coordination with third-party processor
- Work with the leadership team to create, manage and distribute timely financial reports
- Evaluate and make improvements to accounting processes and internal controls while ensuring that practices comply with applicable regulations
- Maintain strict confidentiality of company and personnel data
- Interact with all company personnel, third-party service providers and vendors, and regulatory bodies
- Provide operational support when necessary
Qualifications:
- Bachelor’s degree in accounting or finance required
- CPA or equivalent 8-10 years accounting experience
- High attention to detail with strong analytical skills
- Experience in QuickBooks and advanced Excel skills
- Knowledge of accounting principles and internal controls, payroll, and tax filing/payments
- Enthusiasm and desire to be part of an Entrepreneurial Team
Compensation:
This is a high-level position with a nationally-competitive salary and a very generous benefits plan.
How to Apply:
We encourage inquiries. All conversations and applications will remain confidential.
Qualified candidates please email a cover letter and resume to careers@stackfinancialmanagement.com.