Overview

Job Family: Finance

The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company’s balance sheet, including interest rate and liquidity risks; establishes the Company’s capital policies and prioritizes investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems. The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.

Job Function: Controllership & Tax

The Controllership function is responsible for the operations and controls surrounding accounting, tax and financial reporting of the institution. This function’s responsibilities demonstrates expertise in processing transactions, recording accounting entries, managing the general ledger and reconciliations, and interpreting and complying with technical accounting matters and financial reporting disclosure requirements. Through the Controllership function, stakeholders receive relevant insight and commentary on transaction-level and financial results for analysis and decision making. The Tax function prepares income tax returns and indirect tax filings. Provides research and advice on tax-related matters.

Summary of Responsibilities:

The Sr. Analyst, Controllership is responsible for the process administration, accounting entries, reconciliations, reporting, analysis, and documentation of assigned job areas within the accounting and financial reporting function. S/he improves the effectiveness of the accounting reporting team by making adjustments and/or enhancements to current accounting and reporting processes.

Essential Functions:

  • Administers the processing, accounting entries, reconciliations, reporting, analysis, and documentation of assigned job areas within the accounting reporting team.
  • Improves the effectiveness of the accounting reporting team by making adjustments and/or enhancements to current accounting and reporting processes.
  • Creates and/or improves the accounting and reporting processes; recommends enhancements or improvements to improve effectiveness of reporting team.
  • Prepares or reviews regulatory reports and research to resolve discrepancies or significant variances.
  • Communicates with the team concerning new information requests and research while developing working relationships with business line personnel.
  • Provides guidance to business lines related to financial reporting requirements.
  • Informs, gains input, and supports decision making by the sharing of knowledge, status, needs, and issues across business lines.
  • Guides and assists junior level professionals as needed.
  • Prepares / Reviews, reconciles or analyzes accounting entries, transactions and results in the general ledger and consolidation

Other Functions:

  • Other duties as assigned.

Requirements:

  • Education –
    • Bachelor’s Degree: Accounting, Finance, Business Administration or a equivalent field.
    • or equivalent work experience
  • Experience –
    • 3-5 years Relatable experience in accounting, financial reporting or auditing field
    • equivalent work experience
  • Skills & Abilities –
    • Demonstrated competence of accounting practices and procedures, including US GAAP/IFRS and regulatory reporting standards
    • Practical analytical and accounting skills.
    • Excellent communication and organizational skills.
    • Ability to focus on details to ensure and maintain data accuracy, and demonstrate holistic understanding of accounting and financial report.
    • Ability to work independently and as part of a team.
    • Ability to effectively handle multiple projects simultaneously in a deadline driven environment.
    • Ability to multi-task and adhere to deadlines.
    • Strong verbal and written communication skills.
    • Intermediate to Advanced experience with MS Word, MS Excel, MS Outlook, MS Access.
    • Ability to demonstrate continuous improvement through training.
  • Preferred Licenses & Certifications –
    • CPA – Certified Public Accountant (Preferred – Not required)

Competencies:

  • Change Orientation – Flexibility:
    • Proficient – Applying and Executing
      • Adapts quickly to change and makes suggestions for increasing the effectiveness of change
      • Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands
  • Collaboration – Teamwork:
    • Proficient – Applying and Executing
      • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
      • Provides assistance and coaches less experienced team members
  • Execution – Accountability:
    • Proficient – Applying and Executing
      • Follows through to meet commitments to others
      • Takes responsibility for achieving strong results, despite balancing multiple complex demands
  • Execution – Excellence:
    • Proficient – Applying and Executing
      • Organizes and prioritizes workload and tasks for oneself and team members
      • Actively plans ahead for routine and cyclical work
  • Influence – Two-way communication:
    • Proficient – Applying and Executing
      • Communicates in a timely and straightforward manner
      • Probes for additional information, clarifies assumptions and confirms agreed-upon actions
      • Keeps everyone involved informed about progress and issues
  • Problem Solving – Solution Definition:
    • Proficient – Applying and Executing
      • Sees through complexity and detail to get to the critical issues at hand
      • Takes into account the wider context within which problems exist
  • Risk Business Acumen – Financial Command:
    • Proficient – Applying and Executing
      • Understands specific financial and accounting standards to identify and assess the impact and likelihood of operational risks
  • Risk Management – Knowledge of Risk Management Policies, Regulations, Processes and Procedures:
    • Proficient – Applying and Executing
      • Executes risk management process and procedures without management direction, and demonstrates awareness of expected results
      • Knows the relationship and impact of actions and results
      • Has an understanding of regulations impacting area supported

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.