What are the responsibilities and job description for the Accountant II, Financial Reporting position at Cambridge Investment Research, Inc.?
Overview:
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
Job Summary:We are seeking a detail-oriented Accountant II to join our team and play a key role in ensuring the accuracy and integrity of our financial records. This role involves analyzing and processing complex accounting transactions, preparing reconciliations, and maintaining compliance with accounting standards and internal controls. The ideal candidate will provide exceptional support to internal and external customers, contribute to process improvement initiatives, and collaborate with team members to enhance financial reporting and operational efficiencies.
This role is ideal for a motivated professional looking to make a meaningful impact on the accuracy and efficiency of accounting processes within a collaborative and dynamic team environment.
Essential Duties:
What We Offer:
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Certificates & Licenses:
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:We are seeking a detail-oriented Accountant II to join our team and play a key role in ensuring the accuracy and integrity of our financial records. This role involves analyzing and processing complex accounting transactions, preparing reconciliations, and maintaining compliance with accounting standards and internal controls. The ideal candidate will provide exceptional support to internal and external customers, contribute to process improvement initiatives, and collaborate with team members to enhance financial reporting and operational efficiencies.
This role is ideal for a motivated professional looking to make a meaningful impact on the accuracy and efficiency of accounting processes within a collaborative and dynamic team environment.
- Transaction Analysis and Recording:
- Review and analyze accounting transactions of varying complexity, computing, classifying, and recording numerical data to maintain accurate financial records aligned with company budgets.
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Customer Support and Training:
- Address complex or escalated inquiries related to accounts payable, general ledger transactions, and other accounting matters. Provide training to internal and external customers as needed.
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Reconciliation and Reporting:
- Prepare and review monthly reconciliations for assigned balance sheet accounts. Ensure all general ledger accounts are reconciled, discrepancies resolved, and reports finalized promptly.
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Compliance and Documentation:
- Maintain compliance with accounting standards and internal controls. Update procedure documentation and safeguard sensitive and confidential information, data, and files.
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Customer Service:
- Serve as a resource for accounting-related inquiries from management, associates, and financial professionals. Supply requested financial information in a timely manner.
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Continuous Improvement:
- Identify opportunities for operational efficiency, participate in continuous improvement initiatives, and lead efforts to implement enhancements that streamline processes.
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Research and Implementation:
- Research and recommend updates to procedures, implement new accounting standards, and adapt internal controls based on management direction.
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Team Collaboration:
- Work closely with the Accounting Analyst team to identify and mitigate risks, develop solutions, and enhance processes to ensure accurate financial reporting and improve employee satisfaction.
The ideal candidate would possess an intermediate level of experience, typically around 4 years of experience in accounting, finance or related field.
Compensation: $50,000-$60,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
What We Offer:
- Health & Wellness: Comprehensive medical, dental, and vision plans; wellness stipends and resources; and mental health support.
- Financial Security: 401(k) retirement plan with company matching program
- Time Off & Flexibility: Paid time off, eleven paid holidays, family leave, and options for hybrid work.
- Career Growth: Access to learning platforms, mentorship programs, and leadership training.
You can find more details about our comprehensive benefits package here.
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Salary : $50,000 - $60,000
