Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.

We are looking to add an experienced Senior Accountant to our Atlanta office. The Senior Accountant is an essential part of the Waverly Advisors team as they will play a key role in the day-to-day financial operations of the firm. This position is responsible for managing core accounting functions including payroll, general ledger accounting, journal entries, and financial reporting. The ideal candidate will bring a strong background in public or industry accounting, a commitment to process improvement, and the ability to thrive in a fast-paced, collaborative environment.

Responsibilities

• Oversee and process semi-monthly payroll in collaboration with HR and external payroll providers.
• Maintain and reconcile the general ledger, ensuring accuracy and timeliness of entries.
• Prepare and post journal entries in accordance with US GAAP.
• Manage month-end and year-end close processes, including account reconciliations and variance analysis.
• Assist with internal and external audits, providing supporting documentation and insights as needed.
• Contribute to financial reporting and analysis to support business decisions.
• Support compliance with regulatory and internal control requirements.
• Identify and implement process improvements to streamline accounting operations.
• Collaborate cross-functionally with finance, operations, and leadership teams.

Travel:

• Minimal travel is required.

Qualifications and Experience

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA strongly preferred.
• 3–5 years of experience in public accounting or 5–7 years of industry accounting experience.
• Prior audit experience required, familiarity with an RIA or financial services industry is preferred.
• Solid understanding of US GAAP and financial reporting.
• Strong proficiency with accounting software and Microsoft Excel.
• High attention to detail, accuracy, and ability to meet deadlines.
• Excellent communication and interpersonal skills.

Competencies and Skills:

• Proactive, team player who values building positive relationships with clients and colleagues.
• Detail-oriented self-starter.
• Highly organized.
• Strong verbal and written communication skills.
• Can-do attitude where no task is too big or small.
• Ability to juggle demands of multiple people and deadlines.
• Positive attitude with a willingness to learn.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times
• Must be able to access and navigate each department at the organization’s facilities

Benefits:

• Health, Dental, and Vision benefit options
• 401K
• Twelve paid holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service
• Four weeks paid sabbatical program after seven consecutive years of service
• Compensation commensurate with experience

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.