Commonwealth Financial Network

  • Staff Accountant

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
  • Overview

    Come put your analytical skills—and your people skills—to work on our seven-person bicoastal Finance team. We are looking for an energetic self-starter with strong communication and organizational skills who can handle a wide variety of responsibilities while seamlessly integrating as a contributing member of a highly motivated team of accountants.


    Key responsibilities 

    • Accounts payable:
      • Assisting the accounts payable team leader with the day-to-day processing of invoices, from start to finish
      • Gathering and imaging invoices, coding and entering data in the Great Plains accounting system, and producing checks
      • Processing time and expense reports
      • Answering accounts payable inquiries
    • Cash management assistance:
      • Monitoring bank balances via an online interface; recording activity to the general ledger on a daily basis
      • Preparing daily bank deposits using a remote scanner
      • Recording journal entries on a daily basis for all deposits, electronic funds transfer activity, wire transfers, interbank transfers, and other banking activity
    • Month-end close assistance:
      • Reconciling several bank accounts and balance sheet accounts, as assigned
      • Performing intercompany and prepaid expense accounting
      • Taking on additional responsibilities, as time goes on
    • Additional responsibilities:
      • Conducting various expense account analyses
      • Updating various Excel-based worksheets monthly
      • Providing audit support, as needed
      • Cross-training in various other accounting functions, as requested

     Core strengths 


    • A degree in accounting
    • Some experience in an accounting role
    • Experience with Great Plains accounting software and/or PaperSave would be helpful (not required)
    • Strong analytical, communication, and organizational skills
    • Proficiency with Microsoft Excel; pivot table experience would be helpful
    • Friendly, upbeat personality
    • A motivated self-starter who is comfortable working independently and with colleagues at all levels

    Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. 


    About Commonwealth—and Our Anything but Common® Culture 


    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive. 


    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities. 


    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home. 


    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce. 


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