Financial & Regulatory Reporting Senior Associate

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The Financial & Regulatory Reporting Senior Associate is responsible for preparing SEC regulatory filings and financial statements, ensuring accurate and timely delivery of Client reporting and regulatory compliance.

Responsibilities

• 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 such as mutual fund expense management and operational communications
• 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 to enhance efficiency and client satisfaction
• May direct day-to-day activities of junior Team members without formal management responsibilities

Skills

• 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
• Excellent communication (verbal & written) and client relationship management skills
• 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
• Highly organized, detail-oriented, and adaptable to learning complex concepts

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

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