Senior Technical Accountant

Our client, rooted in the Rochester community with deep values, has an immediate opportunity to join an inclusive, collaborative, and people-oriented organization as a Senior Technical Accountant. This newly created role will support the financial budgeting process to provide insight across the organization. This company offers growth potential, stability, and invests in training. The ideal candidate will be inquisitive, flexible, and possess strong analysis and accounting skills.

• Manage the financial reporting and budgeting platform to ensure a stable environment for all users.
• Play a vital role in coordinating the various planning cycles.
• Support end users during the various planning cycles to ensure data collection is accurate.
• Prepare or create financial models, analyses, spreadsheets, charts, and presentations that effectively present data and analytical findings as needed.
• Analyze general ledger accounts in support of the planning process.
• Identify and recommend future enhancements to the planning process and systems.
• Monitor and assess the impact of proposed accounting and regulatory changes.
• Lead the interpretation and implementation of new accounting standards and other relevant regulatory changes.
• Author and maintain technical accounting memos to document assumptions and conclusions reached related to the matter at hand.
• Collaborate with internal customers to ensure appropriate implementation of accounting standards and subsequent changes.
• Provide information to the accounting team or internal customers on emerging accounting and reporting matters that have implications for the business.
• Be a key stakeholder for accounting and other internal customers and provide technical accounting conclusions along with education on the accounting concepts.
• Develop and document a comprehensive internal control framework related to transactional risk and financial reporting.
• Develop and execute a plan for ongoing monitoring of the effectiveness of the financial reporting controls and make adjustments as necessary.
• Identify any financial reporting gaps and assist in the remediation.
• Represents the accounting group on cross-functional projects.
• Lead investigation and implementation of projects for the accounting group in support of strategic initiatives.

• BA or BS in accounting, finance, business administration or related fields required.
• Master’s degree and/or CPA in lieu of years of experience.
• Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) preferred.

• Minimum 5 years of directly related experience.
• Financial industry/banking experience preferred.
• Understanding of banking policies, procedures, and regulations.
• Project management experience.
• Experience in financial planning and analysis, accounting, strategic planning with financial services industry is highly desirable. Public Accounting experience preferred.

• Strong knowledge of US GAAP and accounting pronouncements required.
• Excellent PC Skills (Microsoft Excel, PowerPoint, Word, etc.); Expert Excel formula and modeling skills.
• Solid working knowledge of general ledger and financial planning systems.
• Self-starter and works independently with limited direction and within a team.
• Proactive approach to problem solving, demonstrating critical thinking skills.
• Manage multiple concurrent deadlines and prioritize workload while balancing speed and accuracy.