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Accounting Manager

Company: Ameritas
Location: Lincoln
Posted on: July 22, 2021

Job Description:

If you have broker dealer accounting management experience, this is the opportunity for you!

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Ameritas is seeking a strong Broker Dealer Accounting Manager to join the Financial Reporting team.  In this role, you will provide oversight for the financial reporting and accounting activities for Ameritas Investment Company (AIC), a Broker Dealer/ Registered Investment Advisor (BD/RIA) organization. 

What you do

* Manage the accounting and financial reporting team for the BD/RIA subsidiaries of Ameritas. * Oversee the preparation and review monthly, quarterly, and annual regulatory filings. * Manage all regulatory inquiries and periodic examinations. * Manage the financial audit for the BD/RIA entities, acting as the primary liaison to the auditors. * Prepare revenue and expense planning. * Lead process improvement and efficiency projects, including automation of Regulatory Reports. * Lead BD/RIA accounting projects or programs within manageable risks or resource requirements. * Oversee and review work of team and the business process to ensure accurate transactional accounting. * Produce financial and management information as needed and required. * Forecast resource needs for future business transactions. * Set priorities to meet deadlines; develop plans to meet short-term & long-term team and organizational objectives. * Understand and implement any new and/or current technical and regulatory requirements. * Ensure overall compliance with financial controls and control environment adheres to regulatory and audit standards.

What you bring

* Bachelor’s degree in accounting or finance and/or equivalent work experience. * 4-7+ years of broker dealer accounting experience required.  * 2+ years of leadership experience preferred. * CPA or Series 27 preferred. * Working understanding of FINRA financial requirements and strong understanding of broker dealer operations.  * Strong attention to detail, data, and analytical skills. * Solid communicator and ability to build relationships. 

What we offer

* Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. * Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. * We’re committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities. * A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. * Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: Ameritas, Lincoln , Accounting Manager, Other , Lincoln, Nebraska

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