Senior Financial Accountant

Senior Financial Accountant

Requirements

• Bachelor’s Degree With a major in accounting or finance
• Proven experience coordinating multiple projects/assignments simultaneously, and completing assigned tasks accurately and on a timely basis
• Demonstrated experience managing projects to completion, including facilitating and running meetings and interacting independently with senior management
• Demonstrated experience interpreting financial statements and applying a business perspective in summary results
• Demonstrated experience working effectively both independently and within a team environment
• Proven thorough understanding of accounting through past experience in creating financial statements, providing financial reporting and applying GAAP to financial statements
• Demonstrated excellent verbal and written communication with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style
• Proven ability or proven aptitude for presenting results to senior management
• Proven ability to interact with all levels of staff and management
• Demonstrated analytical skills and examples of newly developed analyses and independently executed special projects identifying the relevance to managing the business
• Proven ability to be a self-starter
• Proficient in Excel to include the creation and linking of spreadsheets along with graphing capabilities
• Working knowledge of word processing software
• Working knowledge of presentation software
• Working knowledge of familiarity with accounting packages/software

Responsibilities

• Assists with the oversight of the day-to-day accounting and financial reporting functions provided by our external service providers for the Touchstone mutual funds
• Performs the daily operational activities for the mutual funds and the implementation of acquisitions and mergers
• Is responsible for the preparation, review, accurate and timely completion of the Annual, Semi-Annual, Prospectus, SAI, N-Q, N-PORT, N-CEN and other financial reports
• Is responsible for the preparation and review of materials for management and the Touchstone Board
• Is responsible to make sure the mutual funds are operating in accordance with SEC regulations and in the best interest of fund shareholders
• Identifies, develops and implements methods to ensure the accuracy of information across the various reports to shareholders, regulators, management and the Touchstone Board
• Proactively designs, develops and implements effective oversight procedures, improves operational efficiencies and streamlines current processes
• Supports the implementation of regulatory changes into Touchstone’s procedures, controls and workflows
• Reviews and analyzes fund budgets, accruals and expense payments
• Implements cost-savings ideas across the mutual fund complex to enhance the performance of the funds and returns to shareholders
• Stays current on trends in the mutual fund industry by networking and attending industry events
• Participates in the industry Investment Company Institute and educational training programs
• Serves as backup to the Senior Advanced Accountant
• Performs other duties as assigned
• Complies with all policies and standards

Preferred Qualifications

• Certified Public Accountant (CPA) or MBA Upon Hire