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Financial Accountant

As a Financial Accountant at Waverly Advisors, LLC, you will report directly to the Controller and be an integral part of the finance team. The ideal candidate will possess a high aptitude for general accounting principles, be detail-oriented, and demonstrate strong analytical skills. This role requires a proactive individual who can thrive in a fast-paced, dynamic environment, providing essential support to the finance department during our period of rapid growth.

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 a Financial Accountant to our team in our Birmingham, Alabama office. The Financial Accountant will assist the Finance Team in with daily accounting and reporting responsibilities. The role requires strong attention to detail, excellent organizational skills, and the ability to communicate effectively.

Financial Accountant Responsibilities:

• Maintain and reconcile general ledger accounts to ensure accuracy and completeness.
• Record day-to-day financial transactions, including accounts payable and receivable.
• Prepare journal entries, ensuring proper documentation and adherence to accounting policies.
• Assist in the preparation of financial statements, management reports, and variance analysis.
• Contribute to the development of financial models and forecasts to support decision-making.
• Prepare ad-hoc financial reports as requested by the Controller and executive team.
• Ensure compliance with all relevant accounting standards and regulations.
• Collaborate with external auditors during audits.
• Prepare audit schedules and support documentation to facilitate the audit process.
• Identify opportunities for process improvement in accounting procedures.
• Work with the Controller to implement changes that enhance efficiency and accuracy.

Required Qualifications and Skills:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1+ years of relevant accounting experience, preferably in financial services or wealth management.
• Proficient in MS Excel and experience with accounting software.
• Strong understanding of accounting principles and financial reporting.
• Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team environment.

Preferred Qualifications:

• CPA designation is highly desirable.
• Experience working in financial services.

Travel:

• No travel is required.

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
• Nine paid holiday days per year, plus two floating holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed
• 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.

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at [email protected].

Apply Now

Project Coordinator

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 for a Project Coordinator in our Birmingham, AL office. The Project Coordinator is an essential part of our M&A strategy. This role works closely with team members in all areas of the firm to ensure a smooth integration. As new firms are acquired, our Integration Team prepares them for the transition to all things Waverly, and this position has significant responsibility for all administrative items related to the acquisition process and supporting our Integration Team.

This position offers a great opportunity to become a part of a team that is passionate about growth, innovation, and collaboration. We are consistently striving to better ourselves so that we can better support our clients.

Everyday activities include:

• Provide “concierge” service to firms in the acquisition process as well as internal Integration Team members.
• Manage and document all project related tasks and timelines through our project management software (monday.com).
• Schedule and participate in Integration Team projects, calls, and meetings with external clients and internal team members.
• Prepare meeting agendas, create meeting summaries outlining follow-up tasks, and edit presentations and other documents as requested.
• Assist in the due diligence process by gathering and organizing information related to the acquisition target and providing updates to team leads.
• Support integration planning efforts by helping to develop integration timelines. Coordinate activities between Waverly and the acquired entity to ensure a smooth transition.
• Provide general administrative support as needed, ensuring timely and appropriate responses.
• Maintain key resources for use by the broader Integration team.
• Prepare all materials for both initial calls with selling firms in a timely manner.
• Assist with special projects and initiatives, providing research, coordination, and administrative support as needed.

Our ideal candidate will:

• Be a detail-oriented self-starter who is motivated by serving others and completing tasks efficiently and with excellence.
• Possess excellent communication and administrative abilities, and exceptional organizational skills.
• Be proactive and able to anticipate the needs of those the role supports.
• Exhibit strong initiative and a team player mentality.
• Be able to read and connect with people and respond accordingly in varying situations.
• Be able to adapt to changing priorities and conditions throughout the day or week all while continuing to respond calmly and maintain performance standards.
• Have great time management skills with the ability to structure responsibilities, tasks, and project management while prioritizing and ensuring deadlines are met.
• Maintain an energetic and positive attitude.
• Ability to handle confidential and sensitive information with discretion and professionalism.
• Possess good computer skills working with Microsoft Office Suite and a willingness to learn and quickly grasp firm technologies.

Travel:

• Travel is not required.

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
• Nine paid holiday days per year, plus two floating holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
• Compensation commensurate with experience.

Legal:
Waverly Advisors 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.

Interested in applying?
If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at [email protected].

Apply Now

Trader

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 a Trader to our Investment Team in one of our major market offices which include Birmingham, AL, Atlanta, GA, Austin, TX, Tampa/Lakeland, FL, Colorado Springs, CO, Jackson, MS, or Chicago, IL. The ideal candidate will possess strong computer and analytical skills and at least 2 years of RIA industry experience. We are looking for an experienced trader with analytical skills and a team mindset. A successful candidate will have the ability to effectively communicate with team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities.

Skills & Responsibilities:

• Primary responsibility for the trading functions within the firm as part of the trading team, including trading mutual funds, equities, options, and individual bonds in client accounts to ensure adherence with our recommended model portfolios.
• Proactively analyze clients’ portfolio allocation to determine if they are within tolerance bands.
• Audit client transactions, fees, cash balances, and securities to ensure compliance with firm policies.
• Continually assess current procedures and programs for continuous improvement.
• Run weekly reports for advisors.

Travel:

• No travel is required.

Qualifications:

• 2+ years of industry experience. RIA industry experience strongly preferred.
• Familiarity with Orion Eclipse trading platform, preferred.
• Bachelor’s Degree in a related field, preferred.
• Experience with options trading, preferred.
• Experience with portfolio rebalancing and tax loss harvesting.
• Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.
• Desire to work in a fast-paced, high growth company.
• Excellent interpersonal skills.
• Strong proficiency in MS Office, particularly Excel.
• Ability to work both independently and in a team environment.
• A genuine desire to serve with excellence.

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
• Nine paid holiday days per year, plus two floating holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service, and 5 weeks after 8 years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
• 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.

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at [email protected].

Apply Now

System Administrator

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 a System Administrator to our team in our Birmingham, Alabama office. The System Administrator is responsible for supporting and maintaining the organization’s cloud only approach, including Office 365. This includes tasks such as installing and configuring hardware and software, troubleshooting network problems, and providing end user support. The System Administrator will support IT efforts related to ongoing acquisitions, including potential onsite support and tenant migration. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.

System Administrator Responsibilities:

• Install and configure hardware and software for the company’s computer networks including Office 365 and Azure Active Directory.
• Troubleshoot network problems and identify and resolve network security issues.
• Provide end user support for the company’s computer networks, including Office 365 administration.
• Document network configurations and procedures.
• Stay up-to-date on the latest technologies and trends.

Required Qualifications and Skills:

• One to two years of experience in Office 365, Intune, & Azure Active Directory.
• Associate’s Degree in Computer Science or related field.
• Experience in Powershell and Microsoft Graph API.
• Strong problem-solving and troubleshooting skills.
• Excellent written and verbal communication skills.
• Outstanding attention to detail, organizational skills, and problem-solving abilities.
• Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team environment.
• A strong desire to serve external clients and internal team members.

Preferred Qualifications and Skills:

• Experience in Windows Autopilot
• Experience in DNS, DNSSEC, DKIM

Travel:

• Some travel between Waverly offices is required.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 35 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
• Nine paid holiday days per year, plus two floating holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed
• 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.

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at [email protected].