Accountant

Cnect

Staff Accountant managing diverse accounting responsibilities and collections processes at Cetera Financial Group. Collaborating with internal teams while implementing process improvements and serving external advisors.

Posted 5/20/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $57,000 - $82,000 per yearWebsite

Tech Stack

Tools & technologies

OracleTableau

About the role

Key responsibilities & impact

Assist in the monthly closing process, including preparation of journal entries, financial statements, and related variance and account analysis
Maintain balance sheet schedules, prepare balance sheet reconciliations, and resolve reconciling items in a timely manner
Support quarterly and year-end financial reporting and audit deliverables for assigned broker-dealers and consolidated entities
Administer and maintain Broker/Rep loan details across the organization
Compile loan documents in preparation for funding
Record loan related activity to the general ledger (fundings, payments, reserves)
Manage outbound correspondence, including preparing and mailing letters to clients and advisors
Follow up on outstanding balances and support collections efforts in a timely manner
Maintain organized records of account activity, communications, and payment status
Provide administrative and documentation support to the Legal team as needed
Support other functions (e.g., FP&A, Technical Accounting) with requests and projects
Perform ad hoc duties as assigned by management

Requirements

What you’ll need

Bachelor’s degree in Accounting or related field with solid understanding of GAAP
2+ years of relevant accounting experience
Demonstrated ability to manage multiple projects and thrive in a fast-paced environment
Excellent time management, prioritization, communication and follow-up skills
Strong organizational and analytical skills with a high level of attention to detail
Highly motivated, with the ability to work independently as well as collaboratively in a team environment
Ability to maintain meticulous records while focusing on accuracy and key details
Willingness to work overtime as needed to meet deadlines and complete required tasks
Strong computer skills with intermediate to advanced proficiency in Excel
Experience with Oracle, Blackline, Alteryx, and Tableau desired
Prior experience in the broker-dealer or financial services industry preferred
CPA license a plus, but not required

Benefits

Comp & perks

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

journal entriesfinancial statementsvariance analysisaccount analysisbalance sheet reconciliationsgeneral ledgerfinancial reportingaudit deliverablesGAAPaccounting

Soft Skills

time managementprioritizationcommunicationfollow-uporganizational skillsanalytical skillsattention to detailmotivationindependencecollaboration

Certifications

Bachelor's degree in AccountingCPA license