You are a strategic thinker passionate about driving solutions in External Reporting. You have found the right team.

As an External Reporting Associate on our Finance team, you will focus on defining, refining, and achieving set goals for our firm each day. In this role, you will oversee financial statements and management reporting, ensuring a robust control environment. You will understand and apply appropriate accounting treatments, ensure compliance with corporate and regulatory requirements, coordinate the preparation of quarterly regulatory reports, validate balance sheet items, and comprehend balance sheet usage and reporting.

Job Responsibilities:

Apply up-to-date product, industry, and market knowledge in specialty areas of reporting. Consolidate, review, and analyze quarterly financial data for accuracy and completeness; perform quarter-over-quarter variance analytics. Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers, and SEC reporting teams. Assist in thoroughly assessing issues and outcomes. Communicate financial information clearly to the lines of business and flag potential issues. Participate in the production, review, and filing of monthly, quarterly, semi-annual, and annual reports for various regulatory agencies. Adhere to proof and control procedures to ensure accurate reconciliation between regulatory filings, SEC filings, and other published financial reports (e.g., Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc.). Follow various control procedures and edit checks to ensure the integrity of reported financial results. Ensure accurate and complete data submission to the Regulators. Interpret and define regulatory and/or SEC requirements; coordinate internal and external policies. Establish and manage relationships with the line of business and external regulatory agency constituents through ongoing partnership and dialogue. Participate in continuous improvement efforts around data quality review and external reporting improvement projects.

Required qualifications, capabilities, and skills:

3+ years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting Strong skills in time management, problem solving, written and oral communication Team player, with ability to work effectively across diverse functions, locations and businesses Excellent Excel and computer skills Strong analytical skills Extremely strong organizational and time management skills
 

Preferred qualifications, capabilities, and skills

Bachelor's degree in Accounting or Finance preferred Experience in Product Control, Financial Control or knowledge of SEC reporting/Reg Reporting a plus Project management experience/skills helpful