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Senior Accountant

Stifel Financial
United States, New York, New York
1095 6th Avenue (Show on map)
July 07, 2022
Description

The Senior Accountant is responsible for the Trust entities at Stifel Financial. He/ she autonomously performs routine accounting tasks, analyzes corporate financial data, prepares monthly and quarterly reporting, and helps with regulatory filings and requests. The Senior Accountant will identify and resolve data issues, create reports, and help prepare for internal and external audits. The Senior Accountant will also assist in FP&A tasks at Stifel's Global Wealth Management group such as headcount and management reporting.

Essential Duties and Responsibilities
* Create and complete journal entries, support documentation, and reconciliations for two Trust companies.
* Autonomously operate within corporate accounting processes and/or a specific function, such as revenue and expense accruals.
* Analyze corporate financial data, perform checks and balances, and maintain records of assets, liabilities, and profit and loss.
* Complete daily, monthly, and quarterly deliverables in a timely manner. Deliverables include monthly/quarterly management reports for both Trust companies including Balance Sheet, and Income Statement with commentary for variances.
* Prepare monthly reporting packages for review such as financials by region, regional scorecards, and headcount metrics.
* Assist with filing for quarterly Call report and Regulation W reporting for both Trust companies.
* Prepare requested information and communicate with necessary parties associated with internal and external audits.
* Create and maintain electronic records using various systems according to department policies and procedures.

Qualifications
* Thorough knowledge of economic and accounting principles and practices, financial data, concepts,
and associated terminology.
* Strong Excel skills (index/ matches, dynamic pivot tables, etc).
* Demonstrates analytical ability to review data, systems, and processes to identify and resolve issues.
* Adaptable and flexible to changes within accounting processes, procedures and systems.
* Solid understanding of the financial markets and financial services industry.

Education and Experience
* Minimum Required: Bachelor's degree in Accounting, Finance or related field
* Minimum Required: 4 years related experience

Licenses and Credentials
* Minimum Required: None

Systems and Technology
* Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel

Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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