Financial & Regulatory Reporting Senior Associate preparing SEC filings and financial statements at U.S. Bank. Collaborating with clients and ensuring accurate compliance and reporting.
Responsibilities
Prepare and review SEC regulatory filings, financial statements, and Board reporting for assigned Clients
Collaborate with senior-level Financial & Regulatory Reporting Team members to ensure compliance with regulatory requirements
Act as the primary liaison with fund Clients, coordinating financial projects
Review client deliverables for accuracy and completeness prior to distribution
Provide oversight, training, and knowledge sharing to junior team members within the Alternative Investments group
Demonstrate advanced technical, process, and professional expertise; identify and implement process improvements
Requirements
Bachelor's degree in accounting or finance, or equivalent work experience
One to two years of related work experience
Strong knowledge of SEC regulations, compliance, and financial reporting standards
Expertise in accounting, reporting, and analysis
Proven ability to manage multiple priorities and deliver high-quality work under tight deadlines
Leadership experience with mentoring or guiding junior staff
Advanced problem-solving and process improvement skills
Proficiency in Microsoft Office, with intermediate to expert Excel skills
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Intern supporting First Momentum's investment team in sourcing and leading evaluation of pre - seed startups. Involvement in due diligence, investor relations, and gaining insights into VC processes.
Executive Lead, Finance responsible for overseeing financial operations at Playgroup NSW. Ensuring compliance, risk management, and long - term financial sustainability in a hybrid work environment.
Director of Finance leading the strategic finance capability in a high - growth consumer app company. Reporting directly to the CEO and establishing financial planning frameworks from the ground up.
Director of Financial Reporting & Allocation Strategy leading financial allocation for global reinsurance company. Ensuring accuracy and compliance, driving process simplification across management and legal entities.
Senior Manager leading the client accounting function at Ellis Porter, overseeing billing and receivables while enhancing financial performance. Building a high - performing team and collaborating with firm leadership.
Finance Apprentice at John Lewis Partnership training to drive performance and influence financial decisions. Flexible hybrid work between Bracknell and London campuses with professional mentoring.
Operations Financial Analyst providing financial support to operations and finance teams. Involves variance analysis, trend identification, and process improvement for financial reporting.
Senior Financial Analyst involved in financial analysis and budget management for healthcare organization. Collaborating with management to support financial decision - making and reporting.
Manager Financial Planning & Analysis providing financial planning and analysis services at NiSource. Leading financial performance analysis and collaborating with stakeholders for operational insight.
Senior Manager leading the creation of financial market strategies at PwC. Guiding projects, interacting with senior clients, and motivating teams to achieve operational excellence.