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:
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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