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  1. Home
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  3. accounting & finance
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  5. Senior Accountant
Trilogy Financial logo

Senior Accountant

Not Disclosed•Full-TimeOn-site

location_onEast 9th Avenue, Denver, Colorado, 80206, United States

Apply Now

About the Company

Established in 1999, Trilogy has grown into a nationwide firm serving clients from coast to coast. We are committed to building strong relationships and applying sound financial principles to manage more than $5 billion in assets entrusted to us. Our multi-generational staff of over 130 employees understands the diverse needs of our clients. Today, as always, Trilogy lives by its development motto: never stop growing. We believe the sky's the limit and are dedicated to providing opportunities for people to live their best lives by recruiting and mentoring new talent to the industry.

Work location

Work model: On-site

location_on

East 9th Avenue, Denver, Colorado, 80206, United States

Denver, Colorado

Key Responsibilities

  • check_circleOwn the full month-end close process including journal entries, reconciliations, and accruals
  • check_circleAnalyze and investigate variances between actual results and budget or forecast
  • check_circleCollaborate cross-functionally to gather data and resolve discrepancies
  • check_circleSupport the development of comprehensive financial reporting for senior management
  • check_circle

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Skills, education and keywords

Skills: Excel, Floqast, Netsuite, Gaap, Cpa, Cfa.

Education: Bachelor's degree in Finance, Accounting, Economics, or related field required; Master's degree preferred.

Frequently asked questions about Senior Accountant at Trilogy Financial

What does a Senior Accountant at Trilogy Financial do?expand_more
Day-to-day, the Senior Accountant at Trilogy Financial will own the full month-end close process including journal entries, reconciliations, and accruals; analyze and investigate variances between actual results and budget or forecast; collaborate cross-functionally to gather data and resolve discrepancies; and support the development of comprehensive financial reporting for senior management.
What are the requirements for this Senior Accountant role?expand_more
Trilogy Financial is looking for candidates who meet the following requirements: Bachelor's degree in Finance, Accounting, Economics, or related field; Minimum 5 years of progressive accounting experience; At least 2 years in a supervisory or team lead role; CPA or CFA designation preferred; Big Four experience preferred; and Prior experience in financial services.
Where is the Senior Accountant role at Trilogy Financial located?expand_more
Senior Accountant at Trilogy Financial is based in East 9th Avenue, Denver, Colorado, 80206, United States. This is a on-site role.
Streamline and automate data collection and reporting processes
  • check_circleReport corporate department P&Ls and ensure corporate targets are met
  • check_circleSupport annual budgeting and multi-year strategic planning processes
  • check_circleAssist in developing monthly and quarterly reforecasting processes
  • check_circleSupervise an accounting administrator
  • Requirements

    • verifiedBachelor's degree in Finance, Accounting, Economics, or related field
    • verifiedMinimum 5 years of progressive accounting experience
    • verifiedAt least 2 years in a supervisory or team lead role
    • verifiedCPA or CFA designation preferred
    • verifiedBig Four experience preferred
    • verifiedPrior experience in financial services
    • verifiedHighly proficient in Excel
    • verifiedExperience with Floqast and NetSuite
    • verifiedVisa sponsorship not available

    Nice to Have

    Big Four experience. Master's degree. CPA or CFA designation.

    Benefits & Perks

    check_circleComprehensive Medical, Dental, and Vision Insurancecheck_circleLife Insurancecheck_circleLong Term Disabilitycheck_circleSupplemental Insurancecheck_circlePaid Time Off and Holidayscheck_circleEmployee Advantage Programcheck_circleEmployee Assistance Programcheck_circle401(k) Matchingcheck_circleEligible Profit Sharingcheck_circleCareer Development, Mentorship and Education
    Trilogy Financial cover image
    Trilogy Financial logo
    Company

    Trilogy Financial

    Industry

    Financial Services

    Headquarters

    Irvine, California

    Open Roles

    2

    We are more than Financial Planners, We are Life Planners.

    Trilogy Financial is a privately owned financial services firm headquartered in Irvine, California, established in 1999. The company provides objective, independent financial planning services to clients across the United States through a network of branches spanning from coast to coast. Its registered representatives offer securities through LPL Financial, while investment advice is delivered via Trilogy Capital, LLC, a registered investment advisor that operates independently from its distribution partner. The organization distinguishes itself through a comprehensive training program and dedicated support staff designed to assist professionals at all career stages. This infrastructure supports experienced advisors by challenging them to expand their knowledge while simultaneously offering step-by-step learning opportunities for individuals entering the financial services industry. The company emphasizes a strong work ethic and a pursuit of excellence, which has contributed to representatives and the firm receiving top awards in various industry and community-related venues. Trilogy Financial maintains a national footprint focused on delivering professional guidance through its extensive team. The firm operates with the understanding that third-party information obtained from external sources is believed to be reliable, though it does not assume responsibility for the accuracy of such data or undertake an obligation to update it. The company's registered individuals are licensed representatives adhering to standard regulatory requirements within the financial sector.
    View company profilearrow_forwardlanguageWebsitelinkLinkedIn
    Quick Overview

    Experience

    5+ yrs (Senior)

    Education

    Bachelor's degree in Finance, Accounting, Economics, or related field required

    Job Type

    Full-Time

    Skills Required

    ExcelFloqastNetsuiteGaapCpaCfa

    Hernandez Consulting & Construction • New Orleans, Louisiana

    $17-0/hrarrow_forward
    Is this Senior Accountant job remote, hybrid, or on-site?expand_more
    Trilogy Financial has listed this Senior Accountant role as on-site.
    How much experience is required for this Senior Accountant role?expand_more
    Senior Accountant at Trilogy Financial typically requires 5+ years of relevant experience at the senior level.
    What skills do you need for the Senior Accountant role at Trilogy Financial?expand_more
    Key skills for Senior Accountant at Trilogy Financial include Excel; Floqast; Netsuite; Gaap; Cpa; and Cfa.
    What education is required for Senior Accountant at Trilogy Financial?expand_more
    Educational requirements for this role: Bachelor's degree in Finance, Accounting, Economics, or related field required; and Master's degree preferred.
    What category does the Senior Accountant role belong to?expand_more
    Senior Accountant at Trilogy Financial is part of the accounting & finance job category on Recrutus.

    About Trilogy Financial

    Trilogy Financial is a privately owned financial services firm headquartered in Irvine, California, established in 1999. The company provides objective, independent financial planning services to clients across the United States through a network of branches spanning from coast to coast. Its registered representatives offer securities through LPL Financial, while investment advice is delivered via Trilogy Capital, LLC, a registered investment advisor that operates independently from its distribution partner.

    The organization distinguishes itself through a comprehensive training program and dedicated support staff designed to assist professionals at all career stages. This infrastructure supports experienced advisors by challenging them to expand their knowledge while simultaneously offering step-by-step learning opportunities for individuals entering the financial services industry. The company emphasizes a strong work ethic and a pursuit of excellence, which has contributed to representatives and the firm receiving top awards in various industry and community-related venues.

    Trilogy Financial maintains a national footprint focused on delivering professional guidance through its extensive team. The firm operates with the understanding that third-party information obtained from external sources is believed to be reliable, though it does not assume responsibility for the accuracy of such data or undertake an obligation to update it. The company's registered individuals are licensed representatives adhering to standard regulatory requirements within the financial sector.

    Browse more roles: All Trilogy Financial jobs, accounting & finance jobs on Recrutus.

    Recrutus

    Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

    Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

    publiclanguageshare
    Job seekers
    Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
    Job types
    Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
    Top states
    Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in North CarolinaJobs in TennesseeAll states →
    Top categories
    Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsSales jobsIT jobsAccounting & Finance jobsHospitality & Catering jobs
    Popular skills
    CDL A jobsRegistered Nurse jobsBLS jobsExcel jobs
    Featured employers
    Company
    About usFAQContactPrivacy policyUS privacy notice

    Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

    © 2026 Recrutus. All rights reserved.
    Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
    Accessibility