Education: Bachelor's degree
License: CPA
- Prepare GAAP financial statements and footnote disclosures
- Drive monthly, quarterly, and annual regulatory reporting - internal and external
- Complete month-end close activities and account reconciliations
- Collaborate with Trust Operations, Trust Administration, Vendor Management, and BFOs
- Identify inefficiencies and build automated, scalable solutions
- Undertake and manage special projects and other reporting needs as required
- Demonstrated knowledge of GAAP accounting principles and financial reporting standards - Hands-on experience in financial statements preparation, financial reporting, and regulatory reporting
- Comfortable working in a fast-paced, demanding environment - Bachelor's or Master's degree in Accounting - CPA certified or actively pursuing licensure - Experience in public accounting - Hands-on experience with enterprise systems including PeopleSoft, Workiva, and Essbase - Advanced proficiency in Microsoft Excel - pivot tables and complex formulas
Accountability, Accounting Standards, Adaptability, Business Acumen, Business Process Improvement, Collaboration, Communication, Compliance, Financial Acumen, Generally Accepted Accounting Principles, Inspires Others, Relationship Management, Risk Analysis/Analytics, Stakeholder Engagement, Strategic Thinking
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