Sr Specialist - Financial & Regulatory Reporting

Sr Specialist – Financial & Regulatory Reporting

Bachelor’s degree or higher in Accounting, Finance, or related field.
Two or more years of related work experience in GAAP accounting or Big 4 public accounting, including specific experience with financial reporting.
Excellent analytical and organizational skills.
Excellent written, verbal, and interpersonal communication skills.
Critical thinker motivated to learn with an aptitude for detail and accuracy.
Ability to clearly document the work, trend and variances and meet deadlines.
High proficiency using MS Excel and working knowledge of other Microsoft Office applications.

Participate in a team-based approach preparing required regulatory financial reports.
Gain exposure to broker-dealer, bank, and corporate processes.
Independently research and interpret regulatory rules, guidance, and report instructions.
Prepare draft reports supported by clear, detailed, and accurate work papers.
Analyze draft report results and trends, documenting impacts, and drivers of periodic change.
Maintain and enhance current process documentation.
Collaborate with other functional teams to develop working relationships with data providers.
Continually develop skills in using Excel and other data management tools to enhance productivity.
Exercise time management skills to meet deadlines.
Serve as a flexible team member working on ad hoc requests and projects as needed.
Participate in a high performing, engaged, and positive team environment.
Grow your career on a supportive team.

Relevant banking or financial services accounting experience
Awareness of or experience with SQL and related applications such as Microsoft Access, Microsoft Power Query, Toad Data Point or Alteryx
Prior regulatory reporting experience (i.e. Call Report or SEC 10-Q/10-K)
Certified Public Accountant (CPA), other public accounting or consulting experience