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  • Accountant - Salt Lake City  

    - Salt Lake City
    Zions Bancorporation is one of the nation's premier financial services... Read More
    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Accountant supports the Company's external financial reporting processes and plays a key role in ensuring accurate, timely, and compliant financial information. Reporting to the SEC Reporting Manager, this position assists with the preparation and analysis of financial statements, SEC disclosures, and related supporting schedules in accordance with U.S. GAAP and SEC requirements. The SEC Reporting - Accountant contributes to maintaining strong internal controls, improving reporting processes, supporting audits, and working with business partners across the organization. Primary Responsibilities Assist in the preparation of external financial reporting deliverables, including Forms 8-K (earnings releases),10-Q, 10-K, and other required regulatory filings. Prepare supporting schedules, rollforwards, and tie-outs to ensure financial statements and disclosures are complete, accurate, and compliant with U.S. GAAP, SEC requirements, and internal disclosure requirements. Support process improvement initiatives by identifying opportunities to enhance efficiency, accuracy, standardization, and automation within reporting processes. Communicate and collaborate effectively with team members and internal stakeholders to ensure alignment on reporting timelines, requirements, and deliverables. Stay informed on emerging external reporting requirements and industry best practices. Assist with the implementation of new or updated accounting standards and disclosure requirements, including the preparation of related documentation and analyses. Assist in maintaining and updating documentation related to internal controls, reporting procedures, and workpapers. Support internal and external audit activities by preparing schedules, responding to requests, and gathering supporting documentation. Perform additional related duties and special projects as assigned. Qualifications Foundational knowledge of U.S. GAAP, accounting, and financial statements. Working knowledge of financial statements and related disclosures. High attention to detail and commitment to accuracy and quality. Strong organizational skills with the ability to manage multiple tasks and deadlines. Effective written and verbal communication skills. Ability to work collaboratively in a team environment and build strong working relationships. Demonstrated initiative, accountability, and willingness to learn. Education & Experience Bachelor's degree in Accounting, Finance, Business Administration, or a related field required. CPA license preferred or actively in process. 0-2 + years of accounting, audit, or financial reporting experience. Public accounting experience (Big 4 or similar) preferred; relevant industry experience will be considered. Prior exposure to SEC reporting, technical accounting, or regulatory reporting is a plus. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products Read Less
  • Wealth Advisor - California  

    - Los Angeles
    Associates at California Bank & Trust work in a relationship-centered... Read More
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the California marketplace. Specifically, the Greater Los Angeles, Greater Sacramento and Greater Fresno areas, however we are open to candidate in other locations as well. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers Investment Management Portfolio Managers/Advanced Planning ProfessionalsAs a Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Qualifications: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 5 years of directly related experience, 10+ years preferred. A combination of education and experience may meet the requirements. Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. A CFP certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skills. Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. Process a keen understanding of financial planning.This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in the commission plan that will be discussed as part of the hiring process. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Read Less

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