Sr. Accountant - US Wholesale & Group Services

The Senior Accountant is responsible for overseeing complex accounting activities, financial reporting, loan portfolio accounting, financial analysis, and business partnering functions while serving as a key subject matter expert for General Ledger processes and Microsoft Dynamics 365 Finance & Operations (DFO).

This role combines technical accounting expertise with financial analysis and portfolio management responsibilities to support management decision-making, financial reporting, risk management, budgeting, forecasting, and operational performance.  The position plays a critical role in ensuring the accuracy and integrity of financial information while providing meaningful business insights to Finance leadership and executive management.

• Prepare, review, and analyze monthly financial statements and supporting schedules.
• Review, analyze, and reconcile complex general ledger accounts and balance sheet reconciliations.
• Prepare and review journal entries to support accurate and timely month-end close activities.
• Develop expertise in key business processes and related accounting impacts.
• Support financial analysis and provide recommendations to support business decisions.
• Prepare and present financial results, variance analyses, and management reporting packages.
• Support annual budgeting, forecasting, and long-range planning activities.
• Analyze trends, risks, opportunities, and key business performance metrics.
• Maintain ownership of loan portfolio accounting, reporting, and related financial processes.
• Review loan portfolio performance, customer exposure, reserve adequacy, and credit risk indicators.
• Prepare portfolio reporting, reserve calculations, exposure analyses, and executive commentary.
• Evaluate financial risks and provide recommendations related to customer financing programs and portfolio performance.
• Lead recurring cross-functional meetings with Finance, Legal, Sales, and business partners regarding portfolio performance and risk management.
• Develop and maintain accounting policies, procedures, and internal controls.
• Drive process improvement, automation, and reporting enhancement initiatives.
• Review and recommend modifications to accounting systems, reporting tools, and procedures.
• Support ERP implementation, optimization, and expansion initiatives.
• Coordinate internal and external audit activities and support audit requests.
• Ensure compliance with accounting standards, company policies, and internal control requirements.
• Provide guidance, training, and mentorship to accounting team members.
• Perform special projects and strategic initiatives as assigned by management.

• Bachelor’s degree in Accounting or Finance
• Minimum 3-5 years working in the Accounting field
• Advanced knowledge of Microsoft Office (especially excel)
• Strong understanding of the relationship between income statements, balance sheets, and cash flow statements
• Strong result orientation, pro-activity, self-motivated and ownership
• Well-organized with ability to prioritize
• Very good communication and interpersonal skills
• Solid knowledge of U.S. Generally Accepted Accounting Principles and regulations
• Excellent knowledge of accounting and financial processes
• Attention to detail and problem-solving ability • Commitment to continuous self, team, and process improvement

• What we have to offer:Medical, dental, prescription, and vision benefits24/7 virtual medical careEmployee Assistance Program for you and your family401(k) with company matchCompany-paid life insuranceSupplemental insurance for yourself, your spouse/partner, and your childrenShort-term and long-term disability insurancePre-tax Health Savings Account and Flexible Spending Accounts for Health Care or Dependent CarePet InsuranceCommuter accounts

   

  The pay range for this position is expected to be between $89,820 and $99,800 annual; however, while the salary range is effective as of the date of this posting, fluctuations in the job market may necessitate adjustments to pay ranges. Further, final pay determinations will depend on various factors, including but not limited to experience level, knowledge, skills, and abilities. The total compensation package for this position may also include other elements, such as bonus, commissions, or discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. 

   

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