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Accounting and Financial Operations Consultant

Shelton, CT, USA

Job Type

Full-Time

Workspace

Hybrid

About this role

This is a key position at Barnum reporting to the Controller and plays an important role in facilitating and maturing our accounting processes and financial operations in a rapidly growing, fast-paced, entrepreneurial environment.

Requirements

Job Objectives

  • Perform comprehensive accounting activities to maintain a complete and accurate general ledger.

  • Facilitate the monthly & annual accounting close process by completing all assigned closing tasks timely and accurately, including the preparation of a wide array of journal entries.

  • Process various types of accounts payable transactions timely and accurately, including tracking of vendor invoices into our internal accounting system.

  • Facilitate the monthly commissions and producer bonus processes, ensuring accuracy & transparency. Also produce annual 1099 statements to advisors & brokers for commissions.

  • Prepare account reconciliations for all balance sheet accounts, including all active bank accounts.

  • Assist with internal and external audit activities, ensuring the integrity of financial statements.

  • Assist with monthly expense reporting at department level, and the annual budget process.

  • Contribute and sometimes lead data analysis activities to support business decision-making, including data gathering and preparation for management on emerging topics/issues.

  • Effectively communicate (verbal & written) with customers, managers, and vendors.

  • Ensure there is standard work and procedures documented/updated for all key accounting and financial operations activities/tasks, maintained in an accessible location.

  • Assist in ad-hoc daily finance support tasks as directed by the Controller based on business needs.


Job Requirements – Skills, Competencies, Experience

  • Bachelor’s degree in Accounting is strongly preferred.

  • Minimum of 1 year of experience in accounting and financial operations.

  • Basic understanding of accounting systems (Oracle NetSuite a plus) and accounting theory.

  • Experience with the NetSuite platform is a plus.

  • Previous experience with financial control assessments and structures.

  • Strong analytical skill set with keen eye for detail and follow-through.

  • Ability to multi-task, and willingness to work in a fast-paced environment.

  • Good organizational & communication skills. Communicate effectively with senior management.

  • Team player - collaboration and business partnering skills are a MUST!

  • Strong Excel skills required with the ability to analyze large amount of data, including use of Excel tools like Pivot Tables and advanced formulas and functions (VLOOKUP, etc.).

  • Effective problem-solving skills, including root-cause analysis tools & techniques.

  • Strong customer orientation (internal & external) and ability to adapt to feedback.

  • Ability to embrace and adapt feedback.


CRN202803-8260332


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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org.

 

6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000   CRN202706-6761737

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1. As of 10/23/2024

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2. As of 1/02/2025, our firm’s total Assets Under Management (AUM) were $10,866000,000 and our total Assets Under Administration (AUA) were $32,275,000,000 AUM reflects the market value of all investments our investment adviser representatives manage through MML Investors Services, LLC managed account programs. AUA reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer, as well as the annuity contract values, and life insurance cash values of insurance products sold or serviced by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts, or policies. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.

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3. As of 1/1/2025​

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