Staff Accountant

Independent Financial Group, LLC (IFG), a leading independent broker-dealer based in San Diego, California, is excited to announce an opportunity for a detail-oriented and motivated Staff Accountant to join our growing team.

 Founded in 2003, IFG provides an array of business solutions supporting more than 532 independent financial professionals across 377 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue. 

Job Duties

• Assist with month-end accounting close process

• Analyze transactions, prepare and post journal entries

• Maintain an accurate record of financial transactions

• Prepare cash to revenue reconciliation monthly

• Generate and review financial reporting from proprietary financial systems

• Prepare and interpret financial statement analysis

• Assist with year-end financial audit

• Compile A/R and revenue transaction support for audit in a timely manner

• Oversee preparation and distribution of 1099s

• Ensure compliance with GAAP

• Initiate wire transfers

• Prepare manual checks

• Complies with federal and local legal requirements; enforcing adherence to requirements; advising management on needed actions.

• All other duties as assigned

Qualifications

• BA/​BS in accounting or finance preferred

• 2-3+ years of accounting/bookkeeping experience

• Proficient in Microsoft Excel

• Must have working knowledge of AP and AR

• Basic accounting knowledge

• Understanding of accounting best practices

• Knowledge of U.S GAAP

• High attention to detail

• Able to meet deadlines

• Produce work with a high level of accuracy

• Professionalism and organization skills

• Knowledge of QuickBooks and A/R subledger applications

• Handle confidential information in a discreet and professional manner

Compensation

• IFG offers a competitive benefits package, including company-paid medical, dental and vision benefits, 401(k) matching, market-level compensation based on experience, a free on-site fitness center, and various employee events throughout the year.