Staff Accountant at Modern Wealth Management

Staff Accountant 

Manager: Maria Brown
Team: Finance & Accounting
Location: Kansas City (in-office) 

The Staff Accountant will support the Finance & Accounting team by performing essential accounting functions, ensuring the accuracy and integrity of the organization’s financial records, and helping guide the team through ongoing growth and acquisitions. This role will oversee daily bookkeeping functions—including both receivables and payables—assist with monthly and annual close processes, and contribute to budgeting and financial reporting. The Staff Accountant will play a key role in strengthening controls, keeping bookkeeping staff on track, and supporting the department’s upward expansion. Over time, this role has the potential to specialize in accounts payable or accounts receivable and build a dedicated team around that function. 

KPIs 

• Accuracy and timeliness of reconciliations and journal entries


• Timeliness of monthly and quarterly close processes


• Effectiveness in overseeing daily bookkeeping operations


• Compliance with GAAP and internal controls


• Accuracy of reporting for audits and regulatory filings

Primary Duties 

• Oversee day-to-day bookkeeping functions (accounts payable and accounts receivable).


• Prepare and post journal entries, accruals, and adjustments in accordance with GAAP.


• Reconcile balance sheet accounts monthly, resolving discrepancies quickly.


• Assist with month-end and year-end close processes, meeting all deadlines.


• Support budgeting, forecasting, and management reporting.


• Participate in audits by preparing schedules and providing documentation.


• Ensure compliance with internal controls and applicable accounting standards.


• Contribute to special projects related to acquisitions and departmental growth.

Requirements 

• Bachelor’s degree in Accounting(required).


• 2–4 years of accounting experience (mid- to senior-level; not entry-level/bookkeeping).


• Strong knowledge of GAAP and corporate accounting principles.


• Proficiency in Oracle NetSuite accounting software and Microsoft Office Suite.


• Strong attention to detail, organizational, and time management skills.


• Ability to manage multiple priorities and meet tight deadlines.


• Excellent communication and interpersonal skills; ability to support and guide staff.

Preferred Qualifications 

• CPA or CPA candidate (preferred).


• Experience with Oracle NetSuite, Microsoft Excel, and reporting tools such as RAMP and Cube.


• Background in the financial services industry.


• Prior experience mentoring or managing accounting staff.

Job Level 

• Level 2


• FLSA Status: Exempt

Compensation & Hiring Details 

• Target Hire Date:Q4 2025