Jobs · Accounting · Pennsylvania

Hedge Accounting Operations Specialist

Chatham Financial · Kennett Square, PA · 3 days ago
On-siteAccounting$70k–$90k/yrFull-time

About the role

We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Chatham Financial is looking for a Hedge Accounting Operations Specialist to join our Accounting Operations team. This role sits at the intersection of hedge accounting, client service, technology, and operational excellence. You will partner with advisors and specialists across Chatham to support the operational and accounting needs of clients and their hedging programs, developing an understanding of clients’ business objectives, economic strategies, derivatives, and resulting accounting and reporting requirements. This position is being posted at the Associate level; however, based on a candidate’s relevant experience, expertise, and demonstrated capabilities, we may consider candidates at levels ranging from Analyst through Vice President. The scope, complexity, level of ownership, and client and team responsibilities will align with the level at which the candidate is hired.

Responsibilities

  • Own and support operational and accounting workflows for a portfolio of clients, with the level of ownership and complexity aligned to your experience and expertise.
  • Develop a strong understanding of clients’ hedging programs, connecting their business objectives and economic strategies with the resulting accounting, operational, and reporting requirements.
  • Partner closely with advisors and other specialists as an integrated member of client coverage teams to support clients throughout the lifecycle of their hedging activity.
  • Prepare and review trade documentation, trade setup, analyses, and client deliverables across a range of hedging strategies and derivative products.
  • Develop expertise in ChathamDirect to process activity, troubleshoot issues, support client reporting, and apply knowledge from prior situations to new scenarios.
  • Support and, as appropriate, lead month- and quarter-end reporting processes, including workflows requiring client- or program-specific knowledge.
  • Investigate unexpected results and non-routine activity, applying judgment to determine appropriate next steps and when to engage additional subject matter experts.
  • Communicate directly with clients regarding reporting, trade activity, ChathamDirect, and other operational matters, with the breadth and complexity of client interaction aligned to your experience and expertise.
  • Coordinate across advisors and other Chatham teams to ensure the appropriate stakeholders are involved in complex or multi-step workflows.
  • Follow and strengthen established procedures and controls, identify potential risks or recurring issues, and contribute to solutions that support accurate and timely client delivery.
  • Identify opportunities to standardize, automate, or otherwise improve recurring processes and support the testing and implementation of technology enhancements.
  • Share knowledge and best practices with colleagues and, based on experience, provide guidance and coaching to others as they develop their technical and operational capabilities.

Impact

  • Serve as an important partner to client coverage teams, helping Chatham deliver accurate, efficient, and thoughtful solutions throughout the lifecycle of clients’ hedging programs.
  • Connect clients’ business and risk-management objectives with the economic, accounting, operational, and reporting considerations associated with their derivatives.
  • Develop expertise spanning derivatives, hedge accounting, ChathamDirect, operational processes, and individual client programs, enabling you to solve increasingly complex problems.
  • Partner with advisors, accounting specialists, technology teams, and other colleagues across Chatham to coordinate client activity and translate complex needs into practical solutions.
  • Strengthen the client experience by anticipating needs, resolving issues, and helping coverage teams execute effectively.
  • Improve how Accounting Operations works by identifying recurring pain points, strengthening controls, standardizing processes, and finding opportunities to use technology and automation more effectively.
  • As your expertise and responsibilities grow, contribute to the capabilities of the broader team through knowledge sharing, coaching, process leadership, and support of complex client situations.

Qualifications

  • A bachelor’s degree in accounting, finance, economics, business, or a related field is preferred.
  • Relevant experience in accounting, audit, finance, financial services, operations, derivatives, capital markets, or a related field. The role may be filled from Analyst through Vice President based

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