Senior Financial Reporting Accountant

Position Overview

We are seeking an experienced Senior Financial Reporting Accountant to join a high-performing Financial Reporting team. This role will play an important part in preparing accurate and timely financial statements, supporting regulatory and compliance requirements, conducting technical accounting research, and strengthening internal financial reporting processes.

The ideal candidate has a strong understanding of U.S. GAAP, excellent attention to detail, and the ability to manage multiple deadlines in a fast-paced environment. This position is well suited for a motivated accounting professional who enjoys working cross-functionally and contributing to process improvements.

Key Responsibilities

Financial Reporting

• Prepare quarterly and annual consolidated financial statements in accordance with applicable accounting standards and regulatory requirements.
• Prepare financial statements and supporting schedules for subsidiaries and other reporting entities.
• Prepare monthly cash flow statements and related analysis.
• Coordinate supporting documentation for financial statement disclosures, including footnotes, MD&A, and supplemental schedules.
• Review financial information for completeness, accuracy, and consistency.
• Maintain detailed documentation supporting financial statements and disclosures.
• Assist with regulatory and compliance reporting requirements as needed.

Technical Accounting

• Research and analyze complex accounting and financial reporting matters.
• Evaluate the impact of new accounting standards and pronouncements on financial reporting.
• Assist with the accounting analysis of complex transactions and business activities.
• Prepare technical accounting memos and documentation supporting accounting conclusions.
• Monitor changes in U.S. GAAP and other applicable reporting requirements.
• Communicate accounting conclusions and recommendations to management and cross-functional stakeholders.

Audit & Compliance

• Serve as a key point of contact for external auditors during quarterly and annual audits.
• Prepare audit support and respond to auditor requests in a timely and accurate manner.
• Provide clear explanations and supporting documentation for financial reporting matters.
• Assist with the implementation and maintenance of internal controls over financial reporting.
• Identify potential control gaps and assist with remediation efforts.
• Maintain organized, audit-ready financial reporting documentation.

Cross-Functional Collaboration

• Work closely with Accounting, Finance, FP&A, Tax, Treasury, Legal, and other business teams to gather information and support financial reporting requirements.
• Coordinate with internal stakeholders to ensure reporting deadlines are met.
• Communicate financial reporting requirements and follow up on outstanding information.
• Build effective working relationships with colleagues across the organization.
• Support management with financial reporting analysis and special projects.

Process Improvement

• Identify opportunities to improve the accuracy, efficiency, and timeliness of financial reporting processes.
• Participate in financial reporting process improvement and automation initiatives.
• Assist with implementation of new financial reporting systems and tools.
• Expand the use of existing reporting technologies to improve efficiency and controls.
• Develop and maintain standardized procedures and documentation.
• Help identify opportunities to reduce manual processes and improve data quality.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of accounting experience in public accounting and/or private industry.
• Experience with financial reporting and U.S. GAAP.
• Experience with technical accounting research and analysis.
• Strong attention to detail and commitment to accuracy.
• Advanced Microsoft Excel skills, including VLOOKUPs, pivot tables, and financial analysis.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work effectively with employees and stakeholders at various levels.
• Self-starter with the ability to anticipate challenges and proactively resolve issues.
• Strong sense of accountability, integrity, and professionalism.

Preferred Qualifications

• CPA certification or progress toward CPA preferred.
• Public accounting or Big Four experience.
• Experience with SEC reporting and publicly traded companies.
• Experience supporting external audits.
• Financial services industry experience, including wealth management, investment management, broker-dealer, banking, insurance, or specialty finance.
• Experience with financial reporting platforms such as Workiva/Wdesk.
• Experience with ERP and financial systems such as Workday Financials.
• Experience with financial statement preparation and regulatory reporting.