Multi-Currency, Multi-Entity, Accounting, Finance, Capital Markets, Broker-Dealer, Brokerage, Consulting, Financial Operations, Financial Systems, Operations Processes, Wealth Management,
The qualified candidate will have the following skills/experience.
- Strong understanding of accounting principles and financial controls, including general ledger, multi-entity accounting, multi-currency accounting, intercompany accounting, and sub-ledger to GL reconciliation.
- Experience in Wealth Management, Broker-Dealer, capital markets, or broader financial services environments.
- Proven ability to document and analyze booking models, accounting event flows, trade lifecycle accounting, journal entry generation, and data lineage from source systems to the general ledger.
- Experience defining functional requirements and translating accounting needs into platform and system capabilities.
- Ability to support target operating model design, data validation, reconciliation logic, testing, and implementation activities.
- Familiarity with finance architecture concepts, including finance data models, ledger platforms, reporting layers, and interfaces between operational and finance systems.
- Strong communication and collaboration skills across business and technology stakeholders.
- Prior finance transformation or finance systems experience.
- Background in wealth management operations, broker-dealer accounting, or financial services transformation programs.
- Experience working in cross-functional Agile delivery teams.
We are seeking an experienced finance transformation professional to support the Finance function within a Wealth Management Broker-Dealer environment. This role will focus on enhancing multi-currency and multi-entity accounting capabilities across finance systems, controls, and operating processes.
The ideal candidate will have strong accounting knowledge, experience with end-to-end finance flows, and the ability to work across Finance, Operations, Product, and Data.
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Select Solutions Group, LLC
The client is based in New York City and would strongly prefer someone in the office (with some flexibility for non-local candidates). The qualified candidate must be able to work East Coast hours. Applicants must be authorized to work in the U.S. We are unable to sponsor or take over sponsorship for an employment visa. We are unable to work with third-party companies. For additional information and immediate consideration, please email your resume and LinkedIn profile.