Work on quarterly 10-Q s and annual 10-K s for SEC financial reporting as well as build out required disclosures and supporting schedules for footnotes, MD&A, and 8-K s/earnings release
Work on monthly financial reporting for our different regulatory and credit stakeholders
Participate in month end closing by taking ownership of key corporate level accounts
Collaborate with team members to provide useful and necessary financial reports
Create and review journal entries in the GL along with preparing and reviewing supporting schedules
Prepare and review monthly balance sheet reconciliations including investigating aged or unreconciled items
Investigate and resolve both current and historical issues with our revenue transactions
Implement accounting guidance for new accounting standard updates or initiatives
Identify areas for improvement and drive process improvements
Work with our external auditors to ensure the timely completion of reviews and audits
Educate coworkers regarding financial practices, implications, and policies
Provide ad hoc analysis support to business leaders and key partners for complex accounting questions
Serve as a mentor and resource to more junior team members
Qualifications
Degree in accounting or finance
5-7 years of experience in a public accounting firm or publicly traded company
At least 1 year of management experience
CPA license preferred or CPA eligible
Adaptable to multiple and frequent changes in business environment
Proven expertise with Excel (combining large data sets, sumifs, index/match, vlookups, etc); familiarity with SQL a plus
Experience working with Netsuite a plus
Experience working in Workiva Wdesk a plus
Proven ability to handle multiple projects simultaneously, without losing attention to detail
Proactively looking to improve on processes; never satisfied with the status quo
Stakeholder management skills
Experience with industries such as financial technology, mortgage banking, or lending a plus
