Bachelor's degree in accounting, Finance, a related field, or equivalent work experience is required. CPA, MBA, and/or Post-baccalaureate degree/certificate is strongly preferred.
Minimum two years of applicable accounting and/or auditing experience within an accounting firm or a financial institution strongly preferred.
Proficient knowledge of SEC reporting requirements and experience in research of such disclosure requirements.
Experienced in the preparation or review of Forms 8-K, 10-Q, and 10-K (e.g., ensuring required disclosures are included as well as processing comments from various contributors and adhering to strict deadlines) and XBRL.
Ability to research, analyze, and resolve financial reporting-related issues and problems.
Working knowledge of an automated accounting system from data entry through output analysis and financial report generation.
Able to proficiently operate PC-based software programs or automated database systems (primarily Microsoft Office applications and tools).
Exposure to Workday financials is preferred.
Ability to independently prioritize workload to ensure that deadlines and schedules are satisfied and to work accurately and effectively in a self-motivated environment.
Ability to gather, organize, analyze, and report large volumes of financial data efficiently and effectively.
Excellent presentation and communication skills, both verbal and written, with strong analytical and problem-solving skills.
Criteria:
Certified Public Accountant (CPA)
2 years' minimum experience with a financial institution; or 2 years' minimum experience in an audit firm role which directly supported financial institutions
Intermediate to advance Microsoft Excel skills, e.g., sumif and index/match functions
Experience with extensible Business Reporting Language (XBRL) for SEC Forms filings