U.S. Bank

Senior Financial & Regulatory Reporting Associate

U.S. Bank

full-time

Posted on:

Location Type: Hybrid

Location: Milwaukee • New Jersey • Wisconsin • United States

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Salary

💰 $66,640 - $78,400 per year

Job Level

Senior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial reportingSEC regulationsaccountingfinancial analysisprocess improvementregulatory compliancefinancial statementsBoard reportingExcel
Soft Skills
leadershipmentoringproblem-solvingcollaborationorganizational skillsattention to detailtime management
Certifications
Bachelor's degree in accountingBachelor's degree in finance