Senior Accountant (Financial Services)

This Jobot Job is hosted by: Emily Klopfenstein

About us

Our client is a well-established financial services organization committed to integrity, accuracy, and exceptional customer service. With a collaborative culture and strong focus on regulatory excellence, they provide employees with opportunities to grow professionally while making a meaningful impact on the organization's continued success.

Why join us?

• Hybrid schedule with 3 in-office days and 2 remote days each week
• Opportunity to work on complex financial reporting, budgeting, and regulatory compliance initiatives
• Collaborative team environment with exposure to senior leadership and cross-functional projects
• Competitive benefits package, including a pension plan and opportunities for professional growth

Responsibilities

• Prepare monthly, quarterly, and annual financial close activities, including financial statements, footnotes, and required disclosures
• Research, evaluate, and recommend the implementation of new accounting standards and reporting requirements
• Maintain accounting models used for significant financial estimates and analyses
• Develop and support internal controls to safeguard assets and ensure accurate financial reporting
• Participate in internal control, compliance, and audit initiatives to maintain regulatory standards
• Serve as a resource for accounting-related questions and provide support to leadership as needed
• Maintain and reconcile general ledger data within financial reporting and profitability systems
• Assist with budgeting, forecasting, and financial planning in collaboration with department leaders
• Partner with internal audit and compliance teams to ensure adherence to applicable regulations and accounting policies
• Stay current on accounting standards, financial reporting requirements, and industry regulations
• Support special accounting projects, including retirement plan reporting, financial analyses, accounting estimates, and other technical accounting initiatives
• Perform additional duties as assigned

Requirements

Core Competencies

• Adaptability
• Strong communication skills
• Customer service mindset
• Interpersonal effectiveness
• Sound judgment
• Leadership and initiative
• Planning and organizational skills
• Ability to support team development

Technical Qualifications

• 2-5 years of accounting experience within financial services, banking, or a related industry
• Working knowledge of banking or lending regulations and accounting requirements
• Experience using financial reporting and general ledger systems
• Mortgage lending experience is a plus
• Advanced proficiency with Microsoft Excel, Word, and Outlook
• Experience with banking, document management, or financial reporting software is preferred

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)
• CPA designation preferred

Pay

$75,000 - $100,000 per year

Schedule

Hybrid schedule with 3 in-office days and 2 remote days each week

Benefits

• Competitive benefits package
• Pension plan
• Opportunities for professional growth