What you’ll do day-to-day:

• Assist in the preparation of regulatory filings (including Parent company and subsidiaries)  and investor communications, including SEC filings such as 8-Ks, 10-Qs and 10-Ks (and associated XBRL requirements), proxy statements, statutory financial statements, earnings releases, earnings presentations, earnings call scripts, and investor conference materials.  
• Prepare the financial statements, footnote disclosures, and management discussion and analyses while maintaining complete tie-out documentation under the Company’s SOX controls
• Prepare share-based compensation entries and reconciliation for month-end close and provide equity-related analysis
• Prepare monthly litigation accrual journal entries and associated rollforwards
• Assist in gathering quarterly related party questionnaires
• Assist in the preparation of portions of the GAAP and SEC disclosure checklists
• Perform ad hoc disclosure benchmarking research of peer group companies
• Assist in the planning, coordination and execution of the annual and quarterly SEC reporting processes
• Recommend and assist in the implementation of process improvements to streamline processes
• Establish active and effective communication with cross functional partners 
• Perform and monitor Sarbanes-Oxley controls over financial reporting to ensure compliance 
• Multi-task and complete assigned tasks and projects in accordance with set timelines

About you:

• Bachelor’s degree in Accounting or Finance 
• 2 - 4 years of relevant work experience including minimum of 2 years of public accounting experience or financial reporting with a publicly traded company  
• Excellent knowledge of U.S. GAAP, including ability to research accounting literature, establish a position and develop procedures for implementation
• Highly motivated and proactive with strong project management, organizational, oral and written communication skills  
• Ability to prioritize competing workstreams and work independently with minimum supervision
• Ability to work cross-functionally and with all levels of the organization
• Proven track record of meeting deadlines and ownership of complex areas
• Ability to learn quickly in a fast-paced and changing financial environment 
• Willingness and commitment to learn and go deep 
• Advanced Microsoft Excel skills 
• Active CPA license or actively working towards obtaining license 

 

Bonus Points:

• Experience working with Workiva Wdesk, Equity Edge and Oracle FCCS
• Experience at a fintech company, high-growth startup, or broker-dealer industry