Senior Accountant

Job Description

Job Description

Boston Trust Walden N.A. Overview

Boston Trust Walden National Association is an independent, employee-owned organization that provides investment management services to institutional investors and private wealth clients. The organization manages approximately $16 billion in client assets.

Boston Trust Walden distinguishes itself in several key ways, including:

• stable, diversified business model serving a variety of client types;
• compelling investment philosophy and excellent track record;
• longstanding leadership in ESG impact investing; and
• corporate culture grounded in shared values, as signified by the organization’s tagline, Principled Investing

Located in the heart of downtown Boston at One Beacon Street, Boston Trust Walden employs approximately 100 individuals. Our structure as an independent, employee-owned organization enables us to make business decisions that align with clients and employees for long-term success. The organization’s structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.

One of Boston Trust Walden’s strategic priorities is to foster a positive workplace, including a commitment to representation, inclusion, belonging, and excellence. The organization believes this commitment is not only the right thing to do but also a matter of good governance and a critical component of long-term business success. When positive workplace values are infused into the workplace environment, the organization and its employees benefit. We strive for excellence, integrity, and accountability and embrace diverse perspectives, backgrounds, and skillsets.

Boston Trust Walden National Association is an Equal Opportunity Employer. We are committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status.

The organization will make reasonable accommodations in the application process if requested by a job applicant.

Position: Senior Accountant

The Senior Accountant is a key member of the finance team, supporting the organization’s accounting, financial reporting, and finance operations. This role has broad responsibility for month-end, quarter-end, and year-end close; financial and Board reporting; budgeting and forecasting; tax and regulatory reporting; audit coordination; and administration of the firm’s employee stockholder program.

Working closely with the Controller, the Senior Accountant will take ownership of core accounting and reporting responsibilities while remaining hands-on across day-to-day finance operations. The role will also help strengthen internal controls, improve processes and financial systems, and build greater cross-functional coverage within the Finance team.

Key Responsibilities

• Lead month-end, quarter-end, and year-end close activities, including preparation of financial statements, account reconciliations, analyses, and supporting schedules.
• Provide full backup coverage for core accounting operations, including accounts payable, accounts receivable, cash activity, journal entries, vendor maintenance, bank reconciliations, and other transactional accounting responsibilities.
• Review AP and AR activity and support appropriate internal controls, approvals, compliance requirements, and accounting procedures.
• Coordinate external audit requests and PBC schedules in partnership with the Controller.
• Support Board reporting, budgeting, and forecasting, financial analysis, tax and regulatory reporting, and related schedules.
• Assist the Controller with the accounting, reporting, and administration of the firm’s employee stockholder program.
• Document and maintain accounting policies, procedures, and support the continued development of the Finance team’s internal control environment.
• Support Finance systems, reporting tools, and data integrity while identifying opportunities for process improvement and automation.
• Cross-train across Finance functions, provide guidance and support to the Staff Accountant, and help strengthen business continuity across the department.

Qualifications

Education: Bachelor’s degree in accounting, finance, or a related field required. CPA preferred.

Experience: Five to ten years of progressive accounting experience. Financial services, investment management, legal services, or other relevant industry experience strongly preferred.

Attributes: Candidates should have a team-first, hands-on approach and be comfortable working across a broad range of responsibilities within a small finance team. The successful candidate will demonstrate strong accounting fundamentals, sound judgment, intellectual curiosity, adaptability, and a willingness to take ownership.

Preferred skills and experience include:

• Strong analytical and problem-solving skills with the ability to independently assess issues and exercise sound judgment.
• Experience with financial reporting, reconciliations, and month-end, quarter-end, and year-end close processes.
• Sage Intacct or comparable financial management system experience required.
• Advanced Excel skills and strong aptitude for financial systems, reporting tools, and process automation.
• Strong interpersonal and communication skills and the ability to work effectively across the organization and with external partners.
• A flexible, roll-up-your-sleeves mindset and willingness to work across both higher-level accounting and day-to-day Finance responsibilities.

Hiring Range:

$90,000 to $110,000 USD annually.

This range accounts for the wide array of factors that inform compensation decisions, including but not limited to skill sets, roles, experience, certifications, and education.

Base salary is only one component of Boston Trust Walden’s compensation; our discretionary bonus and profit-sharing plan add to our total compensation package. Boston Trust Walden is proud to offer a competitive benefits package including 90% Employer-Funded Medical, 50% funded Dental, and Vision benefits, Paid Holidays, Sick Time, Volunteer Time, and Parental Leave. We also offer additional benefits, including Tuition Reimbursement, a Commuter Subsidy, an Employer-Contributed HSA, an Employee Assistance Program, and Life and Disability Insurance.

This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. New hires are expected to be on-site 4 days per week for the first 3 months and then 3 days per week thereafter.