Staff Accountant

Position Summary:

The Regulatory Staff Accountant is responsible for supporting the organization's financial reporting, regulatory compliance, accounting operations, and financial analysis activities. This position ensures that accounting records are accurate, complete, and maintained in accordance with applicable accounting standards, regulatory requirements, and internal policies.

The Regulatory Staff Accountant will work closely with Accounting, Finance, Operations, Compliance, and other internal departments to prepare regulatory filings, reconcile financial accounts, analyze financial data, maintain supporting documentation, and assist with audits and regulatory examinations.

Job Duties

• Prepare and support periodic regulatory reports, schedules, and filings in accordance with applicable federal, state, and industry requirements.
• Ensure regulatory reporting is accurate, complete, timely, and supported by appropriate documentation.
• Monitor changes to regulatory requirements and assist with implementing necessary accounting or reporting changes.
• Maintain organized documentation supporting regulatory submissions and respond to internal and external information requests.
• Assist with regulatory examinations, audits, and compliance reviews.
• Perform monthly, quarterly, and year-end accounting activities.
• Reconcile general ledger accounts, bank accounts, and other balance sheet accounts.
• Investigate and resolve discrepancies between accounting records, operational systems, and regulatory reporting systems.
• Maintain accurate supporting schedules and account reconciliations.
• Assist with the preparation of financial statements and management reports.
• Identify opportunities to improve accounting processes, reporting accuracy, and operational efficiency.
• Provide supporting schedules, reconciliations, and documentation for internal and external audits.
• Assist auditors and regulators with requests for financial information and supporting documentation.
• Maintain appropriate records in accordance with the organization's document-retention requirements.
• Ensure accounting and regulatory Workpapers are complete, accurate, and audit-ready.
• Collaborate with Accounting, Finance, Operations, Regulatory, and other departments to resolve accounting and reporting issues.
• Assist with special projects, system implementations, process improvements, and financial analyses.
• Provide accounting guidance and support to operational personnel
• Perform other duties and responsibilities as assigned.
• Required Qualifications
• Bachelor’s degree in accounting, Finance, or a related field.
• 2-4 years of accounting experience, preferably in a regulated industry.
• Strong understanding of generally accepted accounting principles (GAAP).
• Experience with account reconciliations, journal entries, financial reporting, and month-end close processes.
• Strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
• Strong attention to detail and ability to manage multiple deadlines.
• Excellent written and verbal communication skills.
• Ability to handle confidential financial and business information professionally.

Preferred Qualifications

• Experience with regulatory reporting or compliance accounting.
• Familiarity with regulatory accounting requirements and reporting frameworks.
• Experience with ERP or financial reporting systems.
• Experience supporting external audits or regulatory examinations.

Core Competencies

• Regulatory & Compliance Awareness: Understands the importance of regulatory requirements and maintains a high level of compliance discipline.
• Accuracy & Attention to Detail: Consistently produces accurate financial information and identifies discrepancies.
• Analytical Thinking: Ability to interpret financial data, investigate variances, and identify root causes.
• Accountability: Takes ownership of assigned responsibilities and meets reporting deadlines.
• Organization: Maintains clear, complete, and audit-ready documentation.
• Communication: Communicates financial information clearly with both accounting and non-accounting personnel.
• Continuous Improvement: Identifies opportunities to improve processes, controls, and reporting efficiency.
• Confidentiality & Integrity: Demonstrates sound professional judgment when handling sensitive financial information.