Osaic · 22 hours ago
Accounting Policy Manager
La Vista
Full-time
Hybrid
Senior Level
$115K/yr - $134K/yr
6+ years expOsaic is a financial services company seeking an Accounting Policy Manager to lead the shareholder support function and provide accounting policy support. This role involves collaboration with various departments and requires strong technical research and writing skills to assist with special projects, including M&A activities.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Manage the Company’s shareholder support function working closely with the Director of Accounting Policy, Chief Accounting Officer, Legal Department, outside counsel, and our majority owner
Maintain the shareholder capitalization table
Research and answer shareholder questions, collaborating with the legal department as needed
Perform periodic shareholder unit reconciliations with the Company’s outside recordkeeper and trust company
Partner with legal to support additional equity offerings, typically associated with business acquisitions
Monitor standard-setting developments under GAAP and SEC regulations
Timely identify impacts with respect to the Company’s implementation of new accounting standards and prepare roadmaps and tracking to ensure timely implementation
Analyze accounting and financial reporting considerations for complex accounting topics, including assisting the Director of Accounting Policy with educating senior management on the potential accounting or reporting impacts of alternative transaction structures
Develop collaborative working relationships with key finance, legal, and other business leaders
Assist with the organization of presentations to provide technical training on various standard-setting developments
Complete accounting analyses, including but not limited to M&A transactions, to determine the accounting impact of transactions, Draft technical memorandums which document the Company’s accounting analysis and conclusions in a clear, logical, and comprehensive manner, including the related coordination with the external auditor
Assist the External Reporting team with audited financial statement reviews
Provide direct support on other special projects, including but not limited to those associated with M&A activities, as assigned
Qualification
Required
Bachelor's Degree from accredited university in Finance, Accounting, Economics, or a related area of study, High School Diploma or equivalent (GED) is required
CPA Required
Minimum of 6 years progressive experience with accounting, including technical accounting research and SEC reporting
Knowledge of US GAAP and SEC reporting rules and regulations and their application with their application to the wealth management industry and with M&A transactions preferred
Strong attention to detail, technical, analytical, organizational, and problem-solving skills
Excellent communication skills, both oral and written, including the ability to interact directly with shareholders and technical memo writing
Demonstrated experience with effectively managing projects to a timely conclusion
Ability to work both independently and in a team environment
SEC experience required
Preferred
Additional FINRA and Finance Certifications
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
H1B Sponsorship
Osaic 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 (1)
2024 (1)
2023 (1)
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase