Accountant

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The Accountant will perform daily and monthly financial reporting and review with a focus on the treasury activity of the business.

What To Expect

• Responsible for accounting of the treasury function of the company. Candidate will maintain, review, analyze, record, and reconcile cash activity on a daily and monthly basis.
• Work cross functionally to research cash activity for various revenue products.
• Apply cash receipts to customer receivable accounts.
• Process all electronic payments of the company within the banking system.
• Assist with reviewing and recording expense reports, including working with stakeholders and leaders to ensure that company policies are followed and required details are captured.
• Participate in monthly financial close process, including account analysis, account reconciliations, preparing journal entries, and balancing accounts.
• Cross train for support of accounts payable, as well as other finance and accounting functions.
• Various other functions and duties to support the finance and accounting department.
• Provide ongoing input to improve operational efficiencies.

What You Need

• Ability to analyze information and streamline processes
• Confidentiality, thoroughness, and a strong attention to detail
• Superior analytical and problem-solving skills
• Proven ability to work both independently and collaboratively with all levels of co-workers
• Bachelor’s degree in accounting or finance required
• 1-4 years’ experience in accounting required
• Experience with Oracle NetSuite accounting software preferred
• Highly skilled in Microsoft Excel and Word
• Strong mathematical and analytical skills
• Excellent oral and written communication skills
• Proven ability to handle multiple projects simultaneously

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $70,000 - $89,075.

• Variable compensation potential (Bonus and/or commissions)

• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.