What are the responsibilities and job description for the Staff Accountant position at Diversify?
About Us
Diversify Advisor Network is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at https://joindiversify.com.
About the Position:
This position plays a pivotal role on the accounting team, managing the revenue cycle, accounts payable, and bank reconciliations. This is a fast-paced role that requires absolute attention to detail and critical thinking skills to evaluate and resolve complex transactions. This position offers significant opportunities for career development and growth within the company, as well as the chance to learn the wealth management industry. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
- Revenue Cycle Management: Oversee and process revenue transactions using multiple technology platforms. Manage membership & pass-through billing to advisors. Assist with semi-monthly and quarterly commission numbers, including fielding advisor questions related to commissions.
- Accounts Payable: Manage the accounts payable process, including processing invoices, reconciling statements, ensuring timely payments, and maintaining good vendor relationships and contract documentation.
- Bank Reconciliations: Perform regular bank reconciliations to ensure accuracy and identify discrepancies across multiple entities.
- Collaboration: Work closely with the CFO and Controller to support accounting projects, financial reporting, month end close, and other duties as assigned.
- Provide support for audits and other financial reviews as needed.
Who You Are:
- 1 to 3 years of experience in an accounting related field. Preferred bachelor’s degree in accounting.
- A thirst for knowledge and a drive for excellence.
- Embody our values of integrity, innovation, and collaboration.
- Exceptional professional demeanor, communication skills, and a collaborative spirit.
Your Toolkit:
- Strong computer and technical skills.
- The ability to analyze data and ensure the accuracy of outputs.
- The ability to create and follow strong internal controls.
- The ability to work unsupervised and think through complex problems.
- Detail-oriented with an ownership mentality towards the quality of your work.
- Self-starter with excellent organizational skills and the ability to multitask effectively.
Benefits
- Core Benefits - Medical with HSA and FSA options, dental, and vision.
- Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
- Great Team Culture - Team members consistently rave about having great colleagues.
- Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V
