Product Manager enhancing features of Chip’s wealth management app. Collaborating with engineering and leadership teams to define product strategy and deliver improvements in a hybrid setting.
About the role
- Financial Systems Administrator overseeing financial systems processes and enhancements. Collaborating with finance and IT teams to drive system performance and compliance in accounting.
Responsibilities
- Lead financial systems processing activities, including daily and monthly GL Postings, data migration, validation and purge activities, perform troubleshooting and issue resolution, and complete selective maintenance reviews in accordance with Sarbanes-Oxley (SOX) controls and procedures.
- Serve as functional financial systems expert on all finance applications including or similar to Prologue, Essbase and BlackLine.
- Create and maintain accounts and reports for financial reporting, consistent with requirements from accounting and in accordance with change management standards.
- Create and execute systems testing in support of upgrades and implementations, review all new release documentations, identify potential issues and make recommendations for solutions, engage internal and external stakeholders, report testing results to management.
- Partner with Accounting to help generate specific reporting for SEC, FRB and FDIC reporting, including the weekly FR2900, weekly FR2644, quarterly call report and quarterly Y-9.
- Assist in the preparation and delivery of period reports to the Board of Directors.
- Identify and implement business process improvements that enable automation, increase productivity, streamline processes, promote efficiencies and reduce technical complexity.
- Evaluate project-related requests by thoroughly analyzing information, coordinating across people, processes, systems, and technologies, and making informed strategic decisions on scope, impact, policies, and implementation plans.
- Develop, document and maintain internal controls and procedures with internal requirements and regulatory compliance (SOX).
Requirements
- Bachelor's Degree or the equivalent experience. Specialty: Accounting, Computer Science, or other applicable.
- 3 or more years Accounting operations or systems.
- 1 or more years Accounting. (Preferred)
- Detail-oriented and highly analytical with proven ability to problem-solve (Required)
- Possess strong communication skills, with the ability to convey information clearly (Required)
- Advocate of a data-driven culture with a strong commitment to data integrity and quality, promoting informed decision-making across the organization (Required)
Benefits
- medical plans with prescription drug coverage
- flexible spending account or health savings account depending on the medical plan chosen
- dental and vision insurance
- life insurance
- 401(k) program with employer match and Employee Stock Purchase Plan
- paid time off programs including holiday pay and paid volunteer time
- disability insurance coverage and maternity and parental leave
- adoption assistance
- educational assistance
- a robust wellness program with financial incentives
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