Is working with people you want to do life with important to you? It is to us, too.
At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.
Who Are We?
Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.
At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.
What Does DBDL Look Like for You?
Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.
Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.
Let’s Build Something Extraordinary Together.
If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.
What Are Our Benefits?
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Competitive compensation
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Fully paid health, dental and vision insurance for employee, spouse and family
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Generous PTO
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401k Plan
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Hybrid remote schedule for added flexibility (locally)
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Fully remote schedule dependent on location
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Team events (minimum of monthly)
About the role
The Senior Accountant supports the Finance department with month-end close, outsourced CFO activities for our member offices, facilitating tax preparation and planning with outside tax firm, developing and maintaining scalable accounting and business processes, transactional accounting, and other key finance and accounting responsibilities.
What you'll do
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Participate in month-end close process across operating and affiliate entities, including reconciliations, journal entries, variance analysis, and financial statement preparation.
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Ensure adherence to GAAP and internal accounting policies, maintaining strong internal controls and addressing discrepancies or irregularities.
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Develop, prepare, and maintain financial statement and reporting frameworks for outsourced CFO services under Triad Track. Partner with member offices to provide financial guidance, best practices, and recommendations on accounting processes, systems, and technology solutions.
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Evaluate existing financial and operational processes to identify opportunities for efficiency, automation, and scalability, and lead implementation of improvements.
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Assist as the liaison with external tax advisors, facilitating communication, responding to inquiries, and ensuring timely and accurate filings. Coordinate the collection, organization, and validation of financial documents required by external accounting firms for tax planning and preparation.
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Respond to financial inquiries from executive leadership, providing clear analysis and actionable insights; collaborate with Financial Planning & Analysis team to support budgeting, forecasting, and strategic decision-making.
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Provide ad hoc financial analysis, reporting, and project support as needed to drive business initiatives and leadership priorities.
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Oversee company expense processes, including credit card management, expense reimbursements, and policy compliance, ensuring timely and accurate processing.
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Manage occasional treasury-related activities such as execution of ACH and wire transactions.
Qualifications
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Bachelor’s degree in Accounting, Finance, or related field required.
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3+ years of progressive experience in public accounting or corporate accounting environment, financial reporting, or related roles.
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Preference to candidates who hold or plan to obtain CPA certification.
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Strong understanding of GAAP and experience applying accounting principles in a multi-entity environment.
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Advanced proficiency in Microsoft Excel and overall Microsoft Office Suite.
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Demonstrated experience with month-end close and financial statement preparation.
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Strong analytical thinking, attention to detail, and problem-solving capabilities.
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Excellent verbal and written communication skills with the ability to interact effectively with leadership and external partners.
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Ability to manage multiple priorities, meet deadlines, and operate effectively in a fast-paced environment.
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High level of integrity, accountability, and professionalism.
