Ashton Thomas Private Wealth · 18 hours ago
Revenue Accountant
Scottsdale, AZ
Full-time
Onsite
Mid Level
$80K/yr - $90K/yr
3+ years expAshton Thomas Private Wealth is a modern wealth management enterprise seeking a dedicated accountant for their revenue and billing functions. The role involves managing revenue calculations, ensuring compliance, and creating efficient processes to support company growth.
Financial Services
Responsibilities
Process monthly and quarterly advisory fees calculations
Track all deposits related to miscellaneous revenue streams and proper accounting recognition
Perform routine audits related to fee calculations and rates
Enter necessary compensation feeds into the Compensation Management System related to advisory fees
Reconcile revenue to the Accounting System
Prepare and enter all entries related to quarterly deferral of revenue
Complete necessary month-end accounting entries
Reconcile all Balance Sheet accounts monthly related to revenue accruals and deferrals
Create streamlined processes to help the department grow efficiently
Assist in the preparation of monthly financial reports and analysis
Provide full analysis monthly for revenue trends across all companies as it relates to expected revenue
Monitor custodial data to ensure clean, complete and accurate data for reporting
Communicate timely and accurately with Advisors regarding any adjustments or questions regarding all components related to billing
Qualification
Required
Degree in Accounting and/or Finance with 3-5 years accounting experience
Preferred
Experience with a Financial Services company is preferred, but not required
Benefits
Comprehensive benefits package
Company
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Aaron Brodt CIMA®
Chief Executive Officer/Founder
David Hatfield
Chief Technology Officer
Recent News
Investment News
2025-05-28
Arax Investment Partners
2025-05-27
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