Apex Physical Therapy · 4 months ago
Lead Accountant
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
5+ years expBruce Markets is a FINRA and SEC registered broker dealer focused on providing seamless digital investor experiences. The Lead Accountant will oversee daily accounting functions, regulatory reporting, and financial analysis while presenting financial results to senior leadership and managing internal and external audits.
Health CareHealth DiagnosticsTherapeuticsWellness
Responsibilities
Leading the daily and monthly accounting processes of Bruce Markets finance
Preparing daily, monthly (FOCUS), quarterly, and annual regulatory financial filings with our primary SRO’s, ensuring accuracy and timely financial reporting
Reviewing and maintaining daily capital requirements
Develop and maintain monthly operating budget and annual company operating budget
Financial Analysis, Budgeting and Forecasting and overseeing and coordinating the month end close
Managing accounts payable and receivable, reviewing large payables and authorizing ACH and wire disbursements/payments
Developing and enforcing internal controls to maximize protection of company assets, policies, procedures, and workflow
Supervising T&E reimbursement process and policies
Preparing and presenting financial results to the senior leadership, and prepare quarterly investor reporting financials
Serving as a key point of contact for internal and external auditors, while managing the preparation and support of all audit
Identifying policies and procedures that result in better operational workflows for finance, while maintaining the highest regulatory and accounting best practices
Participating in strategic or regulatory projects
Engaging with Operations, Risk, Corporate Accounting Shared Services, and Compliance to service the needs of the business
Qualification
Required
Minimum of 5 years of broker-dealer financial accounting and reporting experience
Bachelor's degree in Finance, Accounting or Business; or equivalent years of experience
Series 27 - Financial and Operations Principal Certification (FINOP) with a clean U4
Strong knowledge of GAAP accounting and ability to perform technical accounting research as required
Ability to manage at a high level in a dynamic global organization with multiple or changing mandates
Self-starter with strong organizational and communication skills
Desire to be a hands-on manager and work collaboratively with the operations group, senior leadership, trading, and risk
Preferred
Certified Public Accountant (CPA)
Advanced proficiency with Microsoft Word, Excel, PowerPoint, and NetSuite
Benefits
Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits
Company
Apex Physical Therapy
We believe in changing lives and challenging the status quo. We are pioneering better health and wellness through customer excellence and innovation.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angie McGilvrey, PT, Cert DN, NTP
CEO, Physical Therapist
Company data provided by crunchbase