Staff Accountant

Job Summary

Assists in the preparation of financial statements and footnote disclosures on Forms 10-K and 10-Q to comply with the regulations of the Securities and Exchange Commission (SEC) as well as other internal management reports.  Performs other external reporting related activities as needed, including the completion of various surveys. This role ensures accuracy, completeness, and compliance with internal controls over financial reporting and compliance with SEC financial reporting timelines.

Positions in this job family are structured across multiple career levels, ranging from entry-level to senior-level responsibilities. Scope of work, complexity of assignments, and level of independence increase with experience.

At more experienced levels, responsibilities may include performing advanced financial analysis, resolving complex accounting issues, improving processes and internal controls, and providing guidance or support to other team members.

This role works closely with other internal departments to prepare accurate and timely financial reporting and to ensure compliance with applicable accounting standards, policies, and regulatory requirements.

Responsibilities

• Prepares and analyzes financial statements and other disclosures including supporting work papers for external financial reports filed with the SEC.
• Prepares and analyzes financial and operation information/disclosures for internal reports submitted to management.
• Performs XBRL tagging for financial reports filed with the SEC.
• Coordinates requests for information required from various organizations and teams within the company (Business Lines, Treasury, Legal, etc.) in support of financial reporting disclosures.
• Prepares various other financial reports required to be filed with governmental agencies.
• Solves a range of accounting and reporting issues of varying complexities; analyzes possible solutions and assesses each using standard procedures.
• Builds knowledge of the organization processes and technical accounting.
• Assists in the tracking and reporting of internal controls over financial reporting and recommends enhancements to such controls.

At more advanced levels, responsibilities may also include:

• Performing complex accounting analysis involving non-routine or ambiguous accounting matters.
• Applying accounting guidance to ensure compliance with changing regulations or standards.
• Ownership of various sub-processes in overall financial reporting structure.
• Partnering with cross-functional teams to support complex reporting and business initiatives.
• Reviewing and approving financial statements and disclosures prepared by other team members.
• Serving as a point of contact for audits, internal reviews, or regulatory inquiries.

Accountant (Entry Level):

• 0–2 years of accounting or related experience, including internships or co-op experience
• Demonstrates basic understanding of accounting principles and financial reporting
• Works under close supervision with guidance and direction

Staff Accountant (Intermediate Level):

• 1–4 years of accounting-related experience
• Demonstrates ability to perform accounting analysis and support financial reporting processes
• Applies problem-solving skills to routine and moderately complex issues
• Works with general supervision and increasing independence

Senior Accountant (Advanced Level):

• 3–5+ years of accounting-related experience
• Demonstrates strong understanding of accounting principles, financial reporting, and internal controls
• Ability to analyze complex accounting issues and recommend solutions
• Works independently and may provide guidance or support to less-experienced team members 

Preferred Qualifications (All Levels):

• Bachelor’s degree in Accounting, or advanced degree in a business-related discipline
• CPA or CMA certification, or progress toward certification
• Experience with public accounting, financial reporting, or internal controls
• Knowledge of regulatory and compliance requirements (e.g., SOX or financial reporting standards)

Accountant (Entry Level):

• 0–2 years of accounting or related experience, including internships or co-op experience
• Demonstrates basic understanding of accounting principles and financial reporting
• Works under close supervision with guidance and direction

Staff Accountant (Intermediate Level):

• 1–4 years of accounting-related experience
• Demonstrates ability to perform accounting analysis and support financial reporting processes
• Applies problem-solving skills to routine and moderately complex issues
• Works with general supervision and increasing independence

Senior Accountant (Advanced Level):

• 3–5+ years of accounting-related experience
• Demonstrates strong understanding of accounting principles, financial reporting, and internal controls
• Ability to analyze complex accounting issues and recommend solutions
• Works independently and may provide guidance or support to less-experienced team members 

Preferred Qualifications (All Levels):

• Bachelor’s degree in Accounting, or advanced degree in a business-related discipline
• CPA or CMA certification, or progress toward certification
• Experience with public accounting, financial reporting, or internal controls
• Knowledge of regulatory and compliance requirements (e.g., SOX or financial reporting standards)

Responsibilities

• Prepares and analyzes financial statements and other disclosures including supporting work papers for external financial reports filed with the SEC.
• Prepares and analyzes financial and operation information/disclosures for internal reports submitted to management.
• Performs XBRL tagging for financial reports filed with the SEC.
• Coordinates requests for information required from various organizations and teams within the company (Business Lines, Treasury, Legal, etc.) in support of financial reporting disclosures.
• Prepares various other financial reports required to be filed with governmental agencies.
• Solves a range of accounting and reporting issues of varying complexities; analyzes possible solutions and assesses each using standard procedures.
• Builds knowledge of the organization processes and technical accounting.
• Assists in the tracking and reporting of internal controls over financial reporting and recommends enhancements to such controls.

At more advanced levels, responsibilities may also include:

• Performing complex accounting analysis involving non-routine or ambiguous accounting matters.
• Applying accounting guidance to ensure compliance with changing regulations or standards.
• Ownership of various sub-processes in overall financial reporting structure.
• Partnering with cross-functional teams to support complex reporting and business initiatives.
• Reviewing and approving financial statements and disclosures prepared by other team members.
• Serving as a point of contact for audits, internal reviews, or regulatory inquiries.