Staff Accountant Job at Modern Wealth Management, Lenexa, KS

dTFoV0R4VGxXT3ZlMmlnaExKM3NSV0JWTWc9PQ==
  • Modern Wealth Management
  • Lenexa, KS

Job Description

Staff Accountant

Manager: Maria Brown
Team: Finance & Accounting
Location: Kansas City (in-office) 


The Staff Accountant will support the Finance & Accounting team by performing essential accounting functions, ensuring the accuracy and integrity of the organization’s financial records, and helping guide the team through ongoing growth and acquisitions. This role will oversee daily bookkeeping functions—including both receivables and payables—assist with monthly and annual close processes, and contribute to budgeting and financial reporting. The Staff Accountant will play a key role in strengthening controls, keeping bookkeeping staff on track, and supporting the department’s upward expansion. Over time, this role has the potential to specialize in accounts payable or accounts receivable and build a dedicated team around that function. 


KPIs 




  • Accuracy and timeliness of reconciliations and journal entries


  • Timeliness of monthly and quarterly close processes


  • Effectiveness in overseeing daily bookkeeping operations


  • Compliance with GAAP and internal controls


  • Accuracy of reporting for audits and regulatory filings


Primary Duties 




  • Oversee day-to-day bookkeeping functions (accounts payable and accounts receivable).


  • Prepare and post journal entries, accruals, and adjustments in accordance with GAAP.


  • Reconcile balance sheet accounts monthly, resolving discrepancies quickly.


  • Assist with month-end and year-end close processes, meeting all deadlines.


  • Support budgeting, forecasting, and management reporting.


  • Participate in audits by preparing schedules and providing documentation.


  • Ensure compliance with internal controls and applicable accounting standards.


  • Contribute to special projects related to acquisitions and departmental growth.


Requirements 




  • Bachelor’s degree in Accounting(required).


  • 2–4 years of accounting experience (mid- to senior-level; not entry-level/bookkeeping).


  • Strong knowledge of GAAP and corporate accounting principles.


  • Proficiency in Oracle NetSuite accounting software and Microsoft Office Suite.


  • Strong attention to detail, organizational, and time management skills.


  • Ability to manage multiple priorities and meet tight deadlines.


  • Excellent communication and interpersonal skills; ability to support and guide staff.


Preferred Qualifications 




  • CPA or CPA candidate (preferred).


  • Experience with Oracle NetSuite, Microsoft Excel, and reporting tools such as RAMP and Cube.


  • Background in the financial services industry.


  • Prior experience mentoring or managing accounting staff.


Job Level 




  • Level 2


  • FLSA Status: Exempt


Compensation & Hiring Details 




  • Target Hire Date:Q4 2025

Job Tags

Work at office,

Similar Jobs

Loves Travel Stops & Country Store

Class A Fuel Tanker Driver Job at Loves Travel Stops & Country Store

 ...Employee Benefits:* Fuel Your Growth with Love's - company funded tuition assistance...  ...Competitive Pay * Career Development * ~ Drivers are paid between $30-$32 per hour...  ...other appropriate endorsements (HazMat, Tanker, Doubles/Triples) and state requirements... 

Lensa

Distribution Manager I Job at Lensa

 ...direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Northrop Grumman. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is... 

Snyder Collision

Auto Detailing and Buffing Job at Snyder Collision

The cleaning position is responsible for cleaning cars (wash, buff, clean, vacuum, polish, ect) for delivery after collision repairs, in a timely manner along with general clean-up duties. Applicants should be proficient in automotive cleaning, experience with buffing ...

Bass Pro, LLC

Sr. Associate General Counsel Job at Bass Pro, LLC

 ...to-day advice to internal business partners across all areas of Bass Pro and its affiliates' businesses on a wide variety of real estate...  ...~ Bass Pro Cares Fund ~ And more! Bass Pro Shops is an equal opportunity employer. Hiring decisions are administered... 

Cintas Corporation

Production Supervisor - 2nd Shift Job at Cintas Corporation

 ...Requisition Number: 217175 Job Description Cintas isseeking a Production Supervisor to lead and direct our Production team. Responsibilities include hiring,training and directing individuals who are performing entry level production positions on one of our fast...