Senior Accountant

Schechter Wealth

Job Description

The Senior Accountant is an integral part of Schechter’s accounting team with responsibilities for accounting, fund administration, insurance, and other functions as determined by the Director of Accounting in conjunction with the Chief Operating Officer. We are searching for a dynamic and experienced professional that is willing to work hard and grow with our firm. Key to the position is a track record of commitment to the business with an emphasis on constant improvement, discipline, attention to detail, and teamwork.

Essential Job Functions

• Key player in the monthly closing process, including account reconciliations, reporting, and analysis
• Annual budget preparation, monthly forecasting, and cash flow projections
• Manage quarterly billing for investment business
• Supervise and support external fund administrator (books, expense reconciliations, distributions) for private capital business
• Management of Schechter’s insurance program
• Drive accounting process creation, improvement, and documentation
• Implement technology changes with accounting function
• Serve as back-up to other teammates within the group
• Liaise with other areas of the organization, including investment, insurance, and private capital teams
• Complete ad-hoc projects and information requests

Experience / Required Skills

• Minimum of 5 years of relevant work experience in accounting function
• Financial Services industry background preferred (Wealth Management and/or Insurance)
• Bachelor’s degree in Accounting or Finance; CPA or MBA designation a plus
• Highly analytical, structured thinker
• Attention to detail and well-organized
• Strong work ethic and positive attitude
• Team player with the ability to lead groups of professionals
• Excellent written and verbal communication skills
• Michigan-based preferred. Willing to consider a remote employee for highly qualified candidates

Our Promise to You

• Unique work environment with strong employee culture and values
• Competitive salary with Merit and Team Bonus eligibility
• High-quality benefits including Medical, Dental, Vision, Disability, HSA, FSA, 401K, etc.
• Paid time-off
• Flexible work from home policy

Please send your resume to

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