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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management, including monthly close processes, general ledger reconciliation, and benefits program analysis. Proficient in collaborating with cross-functional teams to ensure data integrity and compliance in financial reporting.
Highest-signal resume keywords
Financial ManagementGeneral Ledger ReconciliationData IntegrityAnalytical SkillsMS Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Monthly Close ProcessesBenefits Program AnalysisBudget PreparationForecastingJournal Entry ReconciliationIntercompany Collection CalculationsFinancial Statements Audit SupportPayment Approval for Retirement PlansTrend AnalysisDocumentation Review
Soft Skills
Attention to DetailProblem-Solving SkillsClear Communication
Tools & Technologies
MS ExcelMS WordMS PowerPoint
Industry Keywords
U.S. Domicile BenefitsFringe BenefitsCompensation ExperienceHealth and Welfare PlansActuary Firms Collaboration
About the role
Key responsibilities & impact- Lead efforts ensuring completeness, accuracy, and integrity of the bank’s books and records
- Control and support data integrity in monthly close and general ledger reconciliation
- Manage U.S. domicile benefits and fringe monthly close, including insurance, pension, retirement, payroll taxes, disability, life insurance, mobility charges, and benefits program fees
- Perform monthly reconciliation and substantiation of benefits and fringe journal entries
- Analyze bank versus non-bank charges, rebates, reserves, and benefits and fringe trends
- Prepare monthly intercompany collection calculations and allocate charges to business units
- Prepare and review annual budgets and monthly/quarterly forecasts for benefits and fringe expenses
- Review supporting documentation and external actuary forecast reports
- Support annual health and welfare plans financial statements audit
- Approve payments for retirement plans
- Establish consistent processes, a strong control environment, and review procedures
- Partner with HR Benefits, Payroll, Legal, FP&A, auditors, actuary firms, and other stakeholders
Requirements
What you’ll need- 7+ years of relevant experience
- Compensation experience desired
- High proficiency in MS Office (Excel, Word, PowerPoint) required
- Strong analytical and problem-solving skills
- Attention to detail
- Clear and concise written and verbal communication
- Bachelor’s/University degree or equivalent experience
- Master’s degree preferred
