Accounting Manager
Company: Trilogy Financial
Location: Denver
Posted on: September 28, 2024
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Job Description:
Description:Company SummaryEstablished in 1999, Trilogy has
grown to be a nationwide firm with clients from coast to coast. We
are committed to building relationships with our clients while
using solid financial principles to manage the over $3 billion
dollars in assets our clients have entrusted us to manage.
Committed to providing opportunities for people to live their best
lives, we continue to recruit and mentor new talent to the
industry. Consequently, our multi-generational staff of over 130
employees understands the needs and perspectives of a wide variety
of client needs. Today, as always, Trilogy lives by its development
motto: never stop growing. Where will Trilogy's story lead? We
believe the sky's the limit.Benefits SummaryCompetitive
CompensationComprehensive Health, Dental and Vision InsuranceLife
and Disability CoveragePaid Time Off and HolidaysEmployee Advantage
ProgramEmployee Assistance Program401(k) matchingEligible Profit
SharingCareer Development, Mentorship and EducationTeam Events and
PartiesAchievement Awards and TripsJob SummaryThe Accounting
Manager will be a trusted partner to the Director of Finance, and
other members of the Trilogy Finance team. This role will be
responsible for the execution and analysis of Trilogy's finance
activities, including the financial planning and analysis,
accounting, forecasting, budgeting, tax, treasury, lending, and
internal audit functions. The right candidate will be
detail-oriented and proactive, and able to build constructive and
positive relationships across the organization. The Accounting
Manager will be a valued member of the finance team who will work
with the Director of Finance to execute and manage key accounting
functions within the business.The Accounting Manager will be tasked
with executing the financial management strategy needed to support
and accelerate the Company's short and long-term goals, and over
time will help to build a best-in-class financial reporting and
accounting function. The Accounting Manager will be expected to
provide business and operational analyses, accounting execution,
and help the Director of Finance with outlining key insights
relevant to the senior management team. Key responsibilities
include executing month-end, quarter-end and year-end closes of
financial statements & G/L analyses, conduct financial analyses to
identify trends and variances in the financials, ensure compliance
with government reporting, tax filings, and regulatory standards,
and complete ad hoc reporting and analysis for the Director of
Finance and/or other members of the leadership team.Yearly Salary
Range: $90,000 to $100,000Essential Duties /
ResponsibilitiesMaintain GAAP Requirements: Establish internal
controls and guidelines and ensure compliance with Generally
Accepted Accounting Principles (GAAP) in all financial reporting
and transactions.Perform Internal Audits: Accounts to ensure
compliance with state and federal regulations; coordinates with
outside auditors and provides needed information for the annual
external audit.Day-to-Day Financial Operations: Take a hands-on
approach to manage daily accounting functions and
operations.Oversee the General Ledger: Maintain and oversee the
integrity of the general ledger, ensuring all transactions are
accurately recorded.Execute and Manage Closing Processes: Oversee
the production of periodic financial reports such as month-end,
quarterly, and year-end closing processes, including performing
reconciliations and necessary adjustments in a timely manner.
Prepare financial statements, including income statements, balance
sheets, cash flows, shareholder reports, tax returns, and manage
accounting and financial consolidation activities.Journal Entries:
Review journal entries to ensure accuracy and completeness.Identify
Process Improvement Opportunities: Continuously seek and implement
opportunities for process improvements to enhance efficiency and
effectiveness.Supervise and Mentor Team Members: Provide guidance
and support to the accounting team, fostering their professional
growth and development. Coordinate training programs for new staff
and identify training needs for current staff.Collaborate with
Leadership: Work closely with leadership to align financial
operations with organizational goals and provide insights for
decision-making including ad hoc requests from leadership from time
to time.M&A Integration: Ensure accurate and timely integration
of all finance and accounting processes for acquired
businesses.Performs other related duties as necessary or as
assigned.PM21Requirements:Minimum QualificationsBachelor's Degree
in Accounting, Finance or related field required.Possession of a
professional accounting designation (CPA or CA).5+ years of
experience in an accounting role.Proven experience in accounting
with a strong understanding of GAAP.Hands-on experience with
general ledger management and financial closing
processes.Proficient knowledge in enterprise software tools
(NetSuite preferred)Proficiency in preparing and reviewing journal
entries.Skills RequirementsStrong analytical skills with a focus on
process improvement.Demonstrated leadership abilities, including
team supervision and mentorship.Clear and effective communication
skills and the ability to collaborate effectively with senior
management.Experience in Wealth Management industry is preferred,
but not required.Financial audit experience is preferred, but not
required.Physical RequirementsThe physical demands described here
are representative of those that must be met by an employee to
successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the functions. While performing the duties
of this position, the employee is regularly required to talk or
hear. The employee frequently is required to use hands or fingers,
handle or feel objects, tools, or controls. The employee is
occasionally required to stand; walk; sit; and reach with hands and
arms. The employee must occasionally lift and/or move up to 10
pounds. Specific vision abilities required by this position include
close vision, distance vision, and the ability to adjust focus. The
noise level in the work environment is usually low to moderate.This
job description does not constitute a contract of employment; the
company may exercise its employment-at-will rights at any time.Work
EnvironmentThis job operates in a professional office environment.
This role routinely uses standard office equipment such as
computers, phones, photocopiers, filing cabinets and fax machines.
This position requires prolonged periods of time sitting or
standing at a desk and working on a computer. The position and
duties must be performed in the branch office. If performing work
in a remote location, all compliance and office safety requirements
apply.Note:This job description in no way states or implies that
these are the only duties to be performed by the employee(s)
incumbent in this position. Employees will be required to follow
any other job-related instructions and to perform any other
job-related duties requested by any person authorized to give
instructions or assignments. All duties and responsibilities are
essential functions and requirements and are subject to possible
modification to reasonably accommodate individuals with
disabilities. To perform this job successfully, the incumbents will
possess the skills, aptitudes, and abilities to perform each duty
proficiently. Some requirements may exclude individuals who pose a
direct threat or significant risk to the health or safety of
themselves or others. The requirements listed in this document are
the minimum levels of knowledge, skills, or abilities. This
document does not create an employment contract, implied or
otherwise, other than an at will
relationship.PI86bf013f68c2-25660-35597267
Keywords: Trilogy Financial, Commerce City , Accounting Manager, Accounting, Auditing , Denver, Colorado
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