Job Summary
Job Summary
Under limited supervision, uses specialized knowledge and skills obtained through education and experience to perform various bank regulatory reporting duties including: report preparation, filings, journal entries, and financial analysis. Evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific assignments. Regular contact with senior management and other internal customers is required to resolve regulatory reporting issues and problems. Interact with Regulators during on-site examinations. This role will be focused on the preparation of the FFIEC 031, FFIEC 2886b, FR2314 and other regulatory filings..
Essential Duties and Responsibilities
Essential Duties and Responsibilities
%26middot; Prepare, analyze and file regulatory reports and schedules
%26middot; Review, evaluate and implement process improvements, as appropriate.
%26middot; Assist in month end regulatory reporting post-closing process.
%26middot; Oversee equity investment accounting and reporting.
%26middot; Work with IT, Operations, and other departments on various firm-wide projects.
%26middot; Assist with the external audits, internal audits and regulatory examinations.
%26middot; Oversee the work of the staff responsible for the preparation of various supporting schedules
%26middot; Coach and mentor staff members, identify training needs and create development plans.
%26middot; Perform other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
%26middot Advanced accounting concepts, practices and procedures.
%26middot Financial products and regulatory reporting rules
%26middot Controls and implementation of controls as they relate to regulatory reporting.
%26middot MS Excel - (vlookups, pivot tables, macros, etc.)
Skill in
%26middot
%26middot Reviewing, analyzing and interpreting financial information.
%26middot Resolving unusual transactions and accounting discrepancies
%26middot Working on various projects and new product implementations
%26middot Operating standard office equipment and using required software applications, including word processing, spreadsheets and databases.
%26middot Researching regulatory reporting and GAAP issues
Ability to
%26middot Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
%26middot Identify and implement changes to standard procedures when required by specific situations and circumstances.
%26middot Work independently, make non-routine decisions and solve complex accounting problems.
%26middot Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
%26middot Establish and communicate clear directions and priorities.
%26middot Explain or clarify financial information to all levels of management.
%26middot Provide training to others.
%26middot Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with many interruptions.
%26middot Lead the work of others and provide training, coaching and mentoring.
%26middot Perform fundamental human resource management activities.
%26middot Apply appropriate judgement and independent decision-making to work with a high degree of autonomy.
%26middot Project a positive, professional image both internal and with external business contacts.
%26middot Be proactive and demonstrate readiness and ability to initiate action.
Educational/Previous Experience Requirements
Education/Previous Experience
%26middot Bachelor%26rsquos Degree (B.A.) in Accounting and a minimum of six (6) years of professional experience with a minimum of two (2) years of experience in a management role.
%26middot OR ~
%26middot Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Licenses/Certifications
None required
Travel
Travel Required
Travel Required: No
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: