Accounting and Operations Director

About Golden Reserve

Golden Reserve is a financial services company that helps people protect their life savings in retirement. We are one of the fastest growing financial services firms in the United States, with 22 offices across the Midwest. Through our weekly TV and Radio shows, seminars, digital leads, and YouTube channel ([redacted]), we are experiencing tremendous growth and expanding into new markets.

About the Role

The Accounting and Operations Director will be a key member of the leadership team, overseeing all aspects of accounting, operations, and compliance for Golden Reserve and its sister companies. This is a highly visible role with the opportunity to make a significant impact on the company's growth and success.

Roles and Responsibilities

This position oversees the Accounting and Operations team which consists of five team members. Three of which are accounting and two of which are in operations.

Accounting

• Oversee all aspects of accounting for Golden Reserve and its sister companies, ensuring accuracy, timeliness, and compliance with relevant regulations.
• Manage financial reporting, including preparation of monthly, quarterly, and annual financial statements, as well as internal management reports.
• Develop and implement accounting policies and procedures, ensuring they are up-to-date and effective.
• Oversee accounts payable and accounts receivable functions, ensuring timely payment of invoices and collection of receivables.
• Manage cash flow and investments, ensuring adequate liquidity and optimal returns.

Operations

• Manage the operations team, including facilities, proprietary custom-built CRM software, technology and IT help desk.
• Oversee the development of operational policies and procedures, ensuring they are up-to-date and effective.

Compliance

• Oversee the compliance team which includes an in-house, part-time Chief Compliance Officer and outsourced compliance vendors, ensuring the company complies with all relevant laws and regulations.
• Ensure all compliance policies and procedures are up-to-date and effective.
• Oversee regular compliance audits and risk assessments, identifying and mitigating potential risks.

Financial Modeling & M&A

• Help with financial modeling to support M&A strategy.
• Analyze potential acquisition targets and provide financial due diligence.
• Develop financial models to assess the financial impact of potential acquisitions.
• Assist with the financial and operational integration of acquired companies.
• Manage due diligence process for all M&A activities

Benefits

• Competitive salary and benefits package.
• Opportunity to work in a fast-paced and growing company.
• Make a difference in the lives of our clients.
• 401K, Medical, Dental, Life & Vision Insurance.

Requirements

• 10+ years of experience in accounting, with at least 5 years in a management role.
• Proven track record of success in accounting and operations management.
• Strong understanding of GAAP and relevant regulations.
• Skilled at financial modeling and budgeting.
• Excellent leadership and communication skills.
• Strong analytical and problem-solving skills.
• Ideal but not required: M&A experience and Financial Services experience.