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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, reporting, and compliance with regulatory requirements, including GAAP and SEC standards. Proficient in preparing financial statements, budgets, and forecasts while providing strategic insights and mentoring to team members.
Highest-signal resume keywords
Bachelor's Degree In FinanceCPA Or CMA CertificationFinancial Reporting Software (TM1, Essbase, Hyperion)Data Analysis SkillsExperience With SEC And GAAP Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Journal Entries PreparationAccount ReconciliationVariance AnalysisFinancial PlanningBudgetingFinancial Controls (Sarbanes-Oxley)Internal And External Audit SupportEquity-Based Compensation AccountingBenefit Plans AccountingFinancial Statement Review
Soft Skills
Excellent Communication SkillsAbility To Influence Team MembersStrategic ThinkingProject ManagementCoaching And Mentoring
Tools & Technologies
Microsoft Office (Excel, Word, Outlook, PowerPoint)
Certifications & Qualifications
CPACMA
Industry Keywords
Financial Regulatory ComplianceGAAPSEC FilingsERISAFinancial Reporting
About the role
Key responsibilities & impact- Prepare journal entries, account reconciliations, and payment requests
- Prepare schedules used in external reports for SEC filings and Department of Labor filings
- Compile, review, and analyze complex financial data for variance analysis, reporting, and accuracy
- Develop and validate financial analyses for key performance metrics
- Prepare components of business and financial plans, budgets, and forecasts
- Review and approve internal management financial reporting for accuracy, completeness, and consistency
- Review external financial statements, including ERISA, GAAP, SEC, and STAT reporting
- Perform and review financial controls in accordance with Sarbanes-Oxley requirements
- Prepare and review documentation supporting internal and external audits
- Maintain compliance with financial regulatory requirements and internal accounting policies
- Participate in projects involving financial reporting changes, reorganizations, mergers, and acquisitions
- Provide coaching, training, and mentoring as needed
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree in finance, accounting, economics, and/or professional designations such as CPA, CMA or comparable advanced professional education
- Three years of finance, accounting, financial planning, or related experience
- Experience with accounting for equity-based compensation preferred
- Experience with accounting and reporting for benefit plans strongly preferred
- Excellent communication skills with the ability to consult on projects and present information effectively
- Ability to influence team members and management
- Strong data analysis skills with the ability to interpret trends and provide insights and recommendations to business partners
- Ability to manage multiple projects simultaneously and follow through to ensure timely completion
- Ability to think strategically and use judgment to resolve issues
- Experience using Microsoft Office, including Excel, Word, Outlook, and PowerPoint
- Experience using financial reporting software such as TM1, Essbase, or Hyperion
- Ability to apply basic accounting and financial concepts to financial systems and processes
