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
Company Overview
At U.S. It was founded in 1968, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 10001+ employees. Its website is http://www.usbank.com.
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