Senior Accountant (Financial Services)

Our client is a well-established, Miami-based financial services company. The organization is part of a broader international group of companies and serves clients across multiple markets.

This is a high-impact opportunity for a technically strong accountant to join a small, high-performing finance team and take full ownership of the accounting function.

The Role

Reporting directly to the Group CFO, the Senior Accountant will be responsible for managing the full-cycle accounting operations of the Miami entity, as well as supporting accounting for several smaller entities within the broader group. The role involves a degree of technical complexity, including multi-entity financial reporting and consolidations, making strong foundational accounting knowledge essential.

This is a hands-on individual contributor role suited to someone who is self-directed, detail-oriented, and comfortable working independently within a lean team environment.

Key Responsibilities

• Manage the full accounting cycle: accounts payable, accounts receivable, payroll entries, accruals, and general ledger postings
• Perform month-end and year-end close processes, including journal entries, reconciliations, and variance analysis
• Maintain and reconcile trust accounts, including trust payables, receivables, and bank reconciliations, in adherence to applicable trust accounting rules and regulations
• Prepare monthly, quarterly, and annual financial statements in accordance with US GAAP
• Support financial statement consolidation across group entities
• Prepare management reporting packages on a monthly and quarterly basis
• Process bi-weekly payroll and assist with benefits administration
• Liaise with external auditors and prepare working papers for interim and year-end audits
• Support budgeting, forecasting, and financial analysis
• Identify and implement process improvement opportunities, including automation and reporting enhancements
• Ensure compliance with internal controls, accounting policies, and regulatory requirements

Required:

• Bachelor's degree in Accounting, Finance, or a related field
• Minimum 3–5 years of progressive, full-cycle accounting experience
• Strong knowledge of US GAAP; familiarity with IFRS is an asset
• Experience with trust accounting
• Proficiency in accounting software and Microsoft 365, particularly Excel
• Strong verbal and written communication skills
• Bilingual in English and Spanish

Preferred:

• CPA designation or equivalent — strongly preferred given the technical complexity of the role

• Experience with XERO accounting software

• Background in financial services, insurance, or a similarly regulated industry

• Experience working in private industry

• Experience with multi-entity consolidations

• Base Salary: $75,000 – $115,000 depending on experience and qualifications

• Quarterly Performance Bonustied to defined objectives

• 401(k), healthcare, and additional benefits

• Hybrid work schedule: 4 days in office, 1 days remote

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

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• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Use of Artificial Intelligence in Recruitment

Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.