Wealth Accounting Sr. Specialist
Milwaukeeonsitesenior
Posted today · via Workday
About this role
About the Job: The Senior Specialist in Wealth Accounting performs financial accounting functions, and related control activities, for assigned accounts and processes to ensure conformance with GAAP accounting standards, as well as compliance with FINRA and SEC regulations. Prepares information for inclusion in regulatory filings and other management financial reports. Analyzes accounting information, systems and processes to ensure accuracy, identify trends and identify, recommend and implement enhancements to improve efficiency. Represents the Department in enterprise-wide system and/or process development activities related to assigned work.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams
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