Job Description:
Role Summary/Purpose:
Assist in the preparation and analysis of SEC and Regulatory report packs for inclusion in reports (10-Q, 10-K, 8-K, CALL report, Y9LP, etc.). Support any additional regulatory reporting activities
Essential Responsibilities:

  • Assist the accurate and timely preparation and filing of SEC and regulatory periodic reports (such as Forms 10-Q, 10-K and 8-K)
  • Partner with closing team and regulatory reporting groups to ensure an efficient public reporting process.
  • Assist with development of necessary supporting information required for the enterprise wide reporting process.
  • Manage the completion of 10-Q/10-K supporting workpaper binder.
  • Assist with Average Daily Balance monitoring.
  • Perform general validation work on the data collected and escalate any unexpected results or inconsistencies in data.
  • Assist in the preparation and analytical review of SEC and Regulatory reporting packs.
  • Escalate opportunities to further enhance processes through simplification and automation.
  • Assist in ad hoc projects as required.

Qualifications/Requirements:

  • Bachelor’s degree in Accounting or Finance
  • Minimum 7+ years of experience in public accounting, Regulatory reporting or combination of public and private experience
  • Demonstrated knowledge in FASB/GAAP accounting
  • Project management and coordination skills.
  • Proficient use of financial systems and Microsoft Office products (Excel, Word, PowerPoint).
  • For Internal Applicants: Understand the criteria or mandatory skills required for the role, before applying.
  • Inform your Manager or HRM before applying for any role on Workday.
  • Ensure that your Professional Profile is updated (fields such as Education, Prior experience, Other skills) and it is mandatory to upload your updated resume (Word or PDF format)
  • Must not be any corrective action plan (First Formal/Final Formal, PIP)
  • Employees who have completed 18 months in the organization and 12 months in current role and level are only eligible.
  • Existing Level 9 and Level 10 are only eligible to apply

Desired Characteristics:

  • Banking or Financial services industry experience
  • SEC reporting experience
  • CPA Certification or equivalent
  • Bank regulatory reporting experience
  • Proficient use of financial systems and analytical tools including Hyperion databases & Oracle discoverer
  • Excellent analytical and problem solving skills
  • Excellent organizational and follow-up skills
  • Excellent communication skills – both oral and written
  • Ability to lead multiple projects/priorities and drive each to completion
  • Familiar with concepts of process improvement and simplification
  • Previous Workiva experience
  • Previous Axiom experience

Finance


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