Financial Reporting Associate

Position: Financial Reporting Associate

Department: Finance

Reporting to: Controller

Location: Topeka, KS - Onsite

Overview:

We're looking for a Financial Reporting Associate to join our Finance team. In this role, you'll play an important part in maintaining accurate financial records, supporting reporting processes, reconciling accounts, and helping ensure the financial health of multiple entities across the organization.

This is an excellent opportunity for someone with an accounting background who wants to grow their career in a collaborative, fast-paced environment with strong mentorship and development opportunities.

What you'll do:

• Prepare and enter journal entries accurately and timely
• Complete monthly bank reconciliations and general ledger account reconciliations
• Support financial reporting processes for multiple entities
• Review expense coding, department allocations, and credit card transactions
• Process intercompany billings and allocations
• Upload and validate financial data files in NetSuite
• Assist with budgeting processes and reporting needs
• Support treasury functions including automated clearing house and wire payments
• Help prepare documentation and schedules for external audits
• Assist with ad hoc reporting, analysis, and process improvement projects
• Partner with Finance leadership and team members to improve accuracy and efficiency

Experience you'll bring:

• Bachelor's degree in Accounting, Finance, Business, or related field
• Strong accounting knowledge and understanding of reconciliations/general ledger activity
• Excellent organizational skills and ability to manage multiple deadlines
• High attention to detail and commitment to accuracy
• Ability to work independently and take initiative
• Strong communication skills and collaborative mindset
• Positive attitude and desire to grow professionally

Bonus Points:

• Professional work experience in accounting, audit, tax, or public accounting
• Experience preparing financial statements or supporting month-end close
• Experience with NetSuite or similar accounting systems
• Experience with Power BI, reporting tools, or data warehouse systems

What you'll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events...and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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