Staff Accountant

Regular or Temporary

Regular

English (Required)

1st shift (United States of America)

Responsible for providing quality‑assured financial reporting of the business activities within the Line of Business (LOB). Serves as liaison with the Corporate Policy team as subject matter expert, assisting in maintaining up‑to‑date policies and requesting clarification of existing policies as required. Primary roles include Management Reporting & Analysis, Financial Risk Management (FRM), Financial Reporting, and accounting controls and operations. Responsibilities include management reporting, finance and accounting analytics, internal controls over financial reporting, execution of accounting processes, regulatory reporting, and accounting policy.

This position must sit in‑office 5 days a week at one of the locations listed. No other locations will be considered. No remote option available.

• Analyzes basic information and makes decisions within guidelines or standard practices to solve problems or elevate as needed.
• Contributes to projects by completing assigned tasks.
• Works within standard operating procedures and controls under direct supervision.
• Applies foundational knowledge and learns how to apply theoretical concepts in practical situations.
• Assists with preparation of reporting and analyses of monthly results in support of the closing process (EOC and other monthly reporting) and understanding and reviewing financial results.
• Subject matter expertise in the identification and querying of the data necessary to prepare and provide value‑added management reporting.
• Account‑level variance analysis in support of the month‑end close process.
• Identifies, analyzes, and interprets variances and unusual trends in the LOB GL activity.
• Assists with preparation of standard and enhanced reports, regular and ad‑hoc analytics, and interpretation of LOB financial results.
• Assesses accounting impacts of business changes.
• Ensures consistency with GAAP, financial policies, and controls.
• Identifies and mitigates areas representing material financial risk.
• Provides support for LOB information enhancement initiatives.
• Ensures adherence to relevant Financial Management requirements including policies, standards, procedures, internal controls, and record retention.
• Supports the month‑end close process.
• Analyzes GL activity and results.
• Performs SOX controls.
• Prepares journal entries to record the results of business transactions to the GL.
• Serves as liaison with Accounting Operations group as subject matter expert for LOB accounting and data.
• Works collaboratively with the LOB and SFO teams to ensure accurate recording of transactions to the GL.
• Assists with preparation, review and oversight of quarterly and annual SEC and Regulatory disclosures and other financial filings.
• Assists with preparation and review of quarterly and annual legal entity audited financial statements and annual report.
• Assists with preparation, review, and monthly submission of other regulatory reports and filings – e.g. FINRA FOCUS II report;
  Form SIS, Form SSOI, Form OBS, Form Custody for registered broker/dealers.
• Monitors compliance with Corporate accounting policies in the areas of the LOB that perform accounting processes.
• Responsible for adhering to Truist accounting policies.

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• One year of relevant accounting or finance experience.
• Ability to take direction and then work independently to complete tasks with moderate supervision.
• Excellent verbal and written communication skills.
• Strong analytical and problem‑solving skills.
• Sound and logical decision‑making abilities.
• Ability to work well with others in a dynamic, team‑oriented environment.

• Intermediate Excel experience including VLOOKUPs, XLOOKUPs, and pivot tables.
• Financial services or specialized industry experience.
• Proficient in Essbase/Hyperion.

All regular teammates (not temporary or contingent…