Kestra Financial · 2 weeks ago
Staff Accountant II
Tempe, AZ
Full-time
Onsite
Mid Level
3+ years expKestra Financial is a leading provider of wealth management platforms for independent financial professionals. The Accountant II is responsible for supporting the preparation of financial statements and ensuring the timely completion and analysis of financial results through various accounting tasks and collaboration with the Accounting team and other departments.
BankingConsultingFinanceFinancial Services
Responsibilities
Assist with maintaining financial records and ensuring financial transactions are properly recorded by completely journal entries and reconciling general ledger accounts
Coordinate accounting matters with other departments to resolve reconciling items and/or technical accounting issues
Evaluate internal systems and processes and recommend changes that would allow greater efficiency
Prepare support for external and internal financial audits, as needed
Support and back up other Accounting team members, as necessary
Excellent communication and writing skills to interact with varying levels of management, financial professionals, and professional staff
Critical thinking skills with the ability to plan ahead and conceptualize
Ability to prioritize and manage work processes/projects efficiently and effectively to meet set deadlines
Knowledge of general ledger accounting, practices, and principles
Prior NetSuite Accounting System experience is a plus, but not required
Qualification
Required
Bachelor's degree in accounting, Finance, or another related field
Minimum of 3-5+ years general accounting work experience required, with experience in a high-paced environment
Excellent communication and writing skills to interact with varying levels of management, financial professionals, and professional staff
Critical thinking skills with the ability to plan ahead and conceptualize
Ability to prioritize and manage work processes/projects efficiently and effectively to meet set deadlines
Knowledge of general ledger accounting, practices, and principles
Preferred
Previous securities or related industry experience preferred
Prior NetSuite Accounting System experience is a plus, but not required
Benefits
401(k)
Health insurance
Competitive benefits package
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase