Our client, a well-established organization in the financial services sector, is seeking a Senior Accountant to support complex accounting, audit, tax, and financial reporting functions. This role is responsible for advanced financial analysis, maintaining adherence to internal policies and industry standards, and supporting both internal and external audit activities. The ideal candidate will bring strong technical accounting expertise and the ability to evaluate complex transactions across multiple business units. Position Overview The Senior Accountant will: Perform in-depth financial and operational analysis to support leadership decision-making. Monitor accounting policies, financial guidelines, internal controls, and vendor adjustments to ensure accuracy and compliance with applicable standards. Serve as a key contributor in internal and external audits by preparing required schedules, documentation, and technical accounting explanations. Support compliance and regulatory review processes by preparing data and ensuring accurate financial reporting. Partner with cross-functional teams to ensure proper accounting treatment of diverse and complex transactions. Essential Duties & Responsibilities Adhere to all internal financial policies, procedures, and compliance requirements. Meet department goals and contribute to a positive, collaborative team environment. Apply GAAP in performing analytical, evaluative, and advisory accounting work. Understand organizational objectives and help develop tactical processes and workflows to align with business needs. Maintain training materials, historical documentation, and assist in policy and procedure updates. Ensure compliance with federal, state, and local regulations governing general accounting practices. Conduct qualitative and quantitative analysis using advanced financial models and analytical tools. Analyze and document monthly financial statement variances across multiple entities. Develop dashboards, data visualizations, and management reporting to highlight trends and performance insights. Evaluate operational efficiency and effectiveness. Prepare documentation for internal audits, external audits, and regulatory examinations. Research tax-related matters and assist with preparation and review of tax forms. Clearly present findings and recommendations to internal stakeholders. Participate in system enhancement, finance system improvement, and reporting platform configuration initiatives. Establish, update, and monitor accounting control procedures. Education & Experience Bachelor's degree in Accounting, Finance, or related field required. Minimum of 5 years of experience in accounting, audit, or technical financial analysis preferred. Strong understanding of GAAP, accounting theory, and related concepts in business law, statistics, and management. Advanced analytical and critical thinking skills with the ability to evaluate complex financial transactions. Skills & Competencies High proficiency working with financial and numerical data. Advanced Excel skills required. Strong command of MS Word and general productivity tools. Ability to manage multiple projects simultaneously in a deadline-driven environment. Able to work independently with minimal supervision while owning results and deliverables. Strong interpersonal and communication skills with the ability to collaborate across teams. Experience with financial reporting systems, accounting software, and workflow or reconciliation tools. Preferred experience includes: general ledger systems, lending or servicing platforms, workflow and reporting tools, reconciliation software, and various third-party accounting or operational systems. (Specific platforms will be discussed later in the hiring process.)
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