Senior Accountant- Shareholder Services

SENIOR ACCOUNTANT

In this role with Shareholder Services, you will support a broad range of operations through recurring and as-needed accounting and reporting responsibilities. You will prepare journal entries and complex general ledger reconciliations, produce and analyze financial reports, research data, and assist with implementing new systems and migrating reporting data. You will also assist on projects as needed that improve reporting, automate processes, and strengthen overall efficiency. The ideal candidate is a proactive individual with exceptional analytical and problem-solving skills, capable of upholding the highest standards of professionalism and discretion.

Key Responsibilities

• Maintain and reconcile general ledger accounts; prepare journal entries and perform other accounting duties as required.
• Prepare and analyze financial reporting on a recurring basis and as requested.
• Produce summary analysis on accounting data.
• Develop, maintain, and analyze financial reporting templates and data using Excel, PowerBI, and other reporting tools.
• Verify accuracy of reports and data, to include data and account reconciliations.
• Assist with managing reporting schedules and processes.
• Assist with as needed projects to improve process efficiency and performance.
• Other responsibilities as assigned.

Knowledge, Skills and Abilities

• Having working knowledge of accounting and finance, as well as an understanding of financial statements are foundations for this role.
• A strong understanding of process and financial risk and control
• Working knowledge of Microsoft Office products, with advanced knowledge of Microsoft Excel
• Familiarity with AI-powered tools, including Microsoft Copilot and generative AI solutions
• Analytical/critical thinking skills with a focus on technology, automation, and a mindset to actively pursue process improvement/ efficiency opportunities
• Strong communication skills, both written and verbal
• Highly organized with effective stress management skills
• Capable of managing multiple tasks with a strong sense of urgency in the completion of duties
• Ability to work independently and as part of a team
• High level of integrity and professionalism

Qualifications/Experience

• Accounting or Finance Experience: 3+ Years (minimum)
• Bachelor’s Degree: Accounting or Finance (minimum GPA of 3.25)
• CPA (or CPA eligible)
• Microsoft Excel: Advanced knowledge with 3+ Years experience
• Experience with PowerBI or other reporting tools (preferred)
• Experience with Sage Intacct accounting software (preferred)