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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, compliance with U.S. GAAP, and leadership in managing high-performing accounting teams within the financial services sector. Proven ability to oversee financial close processes and maintain effective internal controls while partnering with business leadership on strategic initiatives.
Highest-signal resume keywords
Financial ReportingU.S. GAAP ComplianceLeadership ExperienceInternal ControlsWealth Management Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingFinancial AnalysisAudit ProcessesRegulatory ComplianceProcess Improvements
Soft Skills
Team DevelopmentCollaboration
Certifications & Qualifications
CPA
Industry Keywords
Trust ServicesAsset ManagementFiduciary ServicesFinancial Services
About the role
Key responsibilities & impact- Oversee monthly, quarterly, and annual financial close and reporting processes.
- Ensure compliance with U.S. GAAP, company policies, and applicable regulatory requirements.
- Lead accounting activities for trust, wealth management, investment advisory, asset management, and related fiduciary businesses.
- Maintain effective internal controls and support audit and examination activities.
- Partner with business leadership on financial analysis, process improvements, and strategic initiatives.
- Manage and develop a high-performing accounting team.
Requirements
What you’ll need- Bachelor's degree in Accounting or Finance; CPA preferred.
- 10+ years of progressive accounting or financial reporting experience.
- Leadership experience managing accounting teams.
- Experience within wealth management, trust, asset management, fiduciary services, or other financial services organizations.
- Strong knowledge of financial reporting, internal controls, and audit processes.
Benefits
Comp & perks- 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
