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Job Description

Insight Global is seeking an Accountant to join a fintech focused trading firm based in Plano, TX to join on a fulltime basis.

This role can sit remotely, or in a hybrid capacity, but seeking someone who is open for quarterly travel for team building purposes.

Our client is a dynamic tech company with a structure that includes one parent entity and eight rapidly growing operating companies. As they scale, we’re navigating increasingly complex financial operations and need a proactive, detail-oriented Accountant to help us build and refine our processes.

Responsibilities include but are not limited to:

-Manage accounting for one parent entity and eight operating companies, including micro-divisions.

-Oversee payables and ensure accurate allocation of expenses (e.g., D&O insurance across entities).

-Collaborate with the bookkeeper to input and reconcile invoices in the general ledger.

-Lead investment accounting efforts and handle complex billing scenarios.

-Support banking transitions, including setting up wire templates and managing multiple bank relationships.

-Work with vendors on credit card payments and ensure compliance with internal processes.

-Assist in the transition from cash to accrual accounting for tax purposes.

-Contribute to project work related to financial systems, process improvements, and vendor management.

-Partner with internal stakeholders to streamline invoice processing and payment workflows.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

-2+ years of public accounting experience is required

-Bachelors degree in Accounting, Finance or related is required

-Holds a current valid CPA license

-Experience with accrual accounting and general ledger systems -Holding a Masters degree in Accounting or related is a plus

-Tech industry experience or familiarity with Private Equity-style complexity is a plus.