Sr. Accountant

Simplicity Group Holdings
Summit, NJ

Job Description

Job Description

Position Title: Senior Accountant

Reports to: Director, Accounting

Department: Finance

Location: 475 Springfield Ave, Summit, NJ; in-office position; team environment

Classification: Full-time; Exempt

Summary / Job Objective:

We are looking for a qualified accountant to assist in the General Ledger month-end close process and the preparation and reconciliation of balance sheets and income statements in compliance with GAAP. Strong analytical and problem-solving skills, as well as a thorough understanding of accounting principles, are essential for success in this role.

Primary Responsibilities:

· Prepare the monthly GAAP journal entries for multiple companies to ensure that the financial reporting is accurate and timely.

· Own the month-end close processes for assigned areas and adhere to deadlines.

· Prepare balance sheet reconciliations for multiple companies.

· Assist with payroll related journal entries.

· Assist with the finance integration of acquired entities.

· Own and prepare the entire lease process in accordance with ASC 842.

· Coordinate support and respond to external auditors for Interim and Year-End Audit.

· Assist with preparation of monthly financial reports for all entities including consolidated balance sheets and income statements.

· Reconcile financial discrepancies by analyzing account information.

· Ad hoc projects

Qualifications:

· Bachelor’s degree in accounting or related field; MS or active CPA is preferred.

· 5+ years of experience in accounting, financial reporting, financial data analysis and/or auditing.

· Knowledge of accounting & corporate finance principles and procedures.

· Ability to multi-task and set priorities.

· Tech-savvy and excellent Microsoft Excel skills

· NetSuite experience a plus.

Core Competencies:

· Attention to detail and accuracy

· Strong written and verbal communication skills

· Excellent organizational, problem-solving, and project management skills

· Proven ability to successfully work within a team, as well as independently

Compensation & Benefits:

· Base salary: $85,000-$95,00 (based on experience)

· Performance bonus (5% target)

· Employee benefits (health, 401k, life, etc.)

· Paid Time Off

· Paid Parking

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Posted 2026-05-20

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