Senior Staff Accountant

Assists the CFO, CAO and Accounting Officer with the daily operation and function of the accounting, finance and investor relations departments and numerous related tasks. Frequent interaction with bank management, customers, investors, auditors, examiners and vendors. Participates in job specific training, various bank training programs and complies with BSA, AML and all bank policies and procedures as required. Actively participates in the Customer Service First sales and service culture, supports the values of the organization and follows established Company policies and procedures. 

  • Preparation of selected sections of Annual Proxy Statement, Forms 10-Q and 10-K as well as Annual Report to Shareholders.
  • Prepares or reviews accounting entries and calculations and month end closing entries.
  • Maintains familiarity with knowledge of applications of accounting principles and SEC reporting, including implementation of new accounting and/or rules and regulations.
  • Performs analysis of variances and trends on the Company’s financials.
  • Assists with the processing of stock option exercises, restricted stock transactions and preparation of insider stock trading reports for the SEC.
  • Coordinates and facilitates audit requests for assigned internal, external and SOX audits. 
  • Monitors industry trends in financial reports and regulatory developments.
  • Support during mergers and acquisitions for due diligence, accounting and related SEC activities, as requested.
  • Train and shadow to be a back-up for certain regulatory filings.
  • Assists in the preparation of board and committee packages.
  • Serves as a back-up for various administrative and operational duties as required.
  • Bachelor’s degree in Accounting from an accredited college or university, Certified Public Accountant (CPA) or other such designations are preferred but not required, and at least 1-2 years of previous staff accountant experience.
  • Previous banking, SEC reporting and other relevant accounting experience is strongly preferred.
  • Strong attention to detail, problem solving skills, and ability to prioritize work to execute tasks in a fast-paced, deadline driven environment is required.
  • Strong writing, editing, proofreading skills are required.
  • Maintaining confidentiality and exercising discretion in performing daily duties is required. 
  • Excellent customer service communication and interpersonal skills in order to ascertain and respond to customer needs and objectives to advance the client relationship and meet the Company’s objectives.
  • Strong personal drive and initiative, demonstrated work ethic, and ability to work independently and in a team are necessary.
  • Proficiency in Microsoft Word, Excel, Power Point and related computer applications is also required.
  • Incumbent must be able to work with limited supervision.
  • Organizational and project management skills are necessary to manage the functions.

The above statements reflect the general details considered necessary to perform the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.