Senior Accountant

Senior Accountant | Stratos Wealth Partners | Beachwood, Ohio

Stratos Wealth Partners, an independent registered investment advisory firm headquartered in Beachwood, Ohio, is seeking a highly motivated and detail-oriented Senior Accountant to join its Finance team. This hands-on role is ideal for an experienced accounting professional who thrives in a collaborative, fast-paced environment and is committed to accurate financial reporting, strong internal controls, and operational excellence. The Senior Accountant will play a key role in core accounting functions, month-end closing, and financial reporting that support the continued growth of the organization. This is an individual contributor position with no direct employee oversight.

What You’ll Do:

• Perform a broad range of general accounting functions, including journal entries, account reconciliations, account analysis, and preparation of supporting schedules.

• Execute month-end closing responsibilities in a timely, accurate, and organized manner.

• Ensure compliance with GAAP, internal accounting policies, and established financial procedures.

• Support internal-control and SOX compliance efforts through process documentation, control execution, and maintenance of organized, audit-ready records.

• Compile, analyze, and refine financial data to support management reporting and informed decision-making.

• Develop a strong working knowledge of the general ledger system and related financial tools used across the organization.

• Serve as a reliable backup for key accounting functions and help maintain continuity across the Finance team.

• Partner with colleagues across Finance and other departments to resolve issues, improve workflows, and strengthen processes that support scalability and efficiency.

• Provide support for special projects, ad hoc reporting, and evolving priorities as assigned.

Benefits and Flexibility:

Stratos Wealth Partners offers a competitive total rewards package designed to support employee well-being, professional growth, and long-term financial wellness; highlights include:

• Paid time away from work, including a generous PTO plan and paid holidays.

• Hybrid work schedule; working three (3) days per week in the office and two (2) days remote.

• Educational assistance for continued professional growth.

• Paid Parental leave benefits to support employees during important family transitions.

• Medical, dental, and vision coverage, with multiple medical plan choices and an HSA-compatible option.

• Retirement savings support through a 401(k) plan with employer matching contributions.

• Employer-paid life insurance, AD&D, short-term disability, and long-term disability benefits.

Equal Employment Opportunity

We are an Equal Opportunity Employer (EOE) committed to providing a workplace free from discrimination and harassment. Employment decisions are based on business needs, job requirements, and individual qualifications, without regard to any status protected by applicable federal, state, or local law. We value an inclusive workplace where all employees and applicants are treated with dignity and respect.

What You Bring:

• Bachelor’s degree in accounting is required.

• At least 4 years of progressive experience in general ledger accounting and financial reporting; experience in financial-services or a regulated environment is a plus.

• Strong knowledge of GAAP and the ability to apply accounting principles in a practical business setting.

• Hands-on experience with month-end close, reconciliations, accruals, journal entries, account analysis, and financial reporting.

• Experience supporting internal controls, process documentation, audits, or SOX compliance activities.

• Advanced Excel skills and confidence working with financial data, formulas, lookups, and summary tools.

• Experience with general ledger systems, ERP platforms, and financial reporting applications.

• Ability to handle confidential information, manage competing priorities, meet deadlines, and deliver dependable work independently.