Accounting Team Lead

Servbank; Phoenix (AZ); On-site; USD 85,000 - 110,000; Full time

Job summary

Servbank is seeking an Accounting Team Lead in Phoenix to join our Finance and Accounting organization. You will lead by example, applying strong GAAP knowledge and analytical skills to ensure accurate, timely financial work.

The role involves journal entries, reconciliations, month-end close, regulatory reporting, and audits while mentoring staff and driving process improvements. A Bachelor’s in Accounting/Finance and 5+ years in banking or financial services are preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum 5 years of accounting experience; banking/financial services experience preferred.
• Strong GAAP knowledge and internal controls.
• Ability to lead and develop a team.

Responsibilities

• Lead by example, fostering accountability, collaboration, professionalism, and continuous improvement.
• Independently compile, analyze, and review financial information to prepare and record journal entries in the general ledger.
• Record, reconcile, and analyze daily cash and investment activities; escalate variances as needed.
• Prepare and maintain account reconciliations; resolve outstanding items timely.
• Support month-end and year-end close; prepare journal entries, reconciliations, and schedules.
• Prepare daily/weekly/monthly accounting schedules and reports with high accuracy.
• Maintain departmental procedures; ensure alignment with internal controls.
• Support audits by collecting and organizing audit documentation; respond to requests.
• Assist with regulatory reports such as FR 2900, Call Report, and Y-9SP.
• Serve as back-up for Accounts Payable activities; review invoices and reimbursements.
• Identify process inefficiencies; propose improvements and support implementation.
• Collaborate with internal departments to resolve accounting-related questions.

Skills

Leadership

GAAP knowledge

Analytical skills

Communication

Team leadership

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Excel

General Ledger Software

Accounting software

Job description

Description

We are seeking a highly motivated and experienced Accounting Team Lead to join our growing Finance and Accounting organization. This role is designed for an accomplished accounting professional who excels through leadership by example, consistently demonstrating strong technical expertise, accountability, and professionalism. As an Accounting Team Lead, you will serve as one of the department's trusted and knowledgeable contributors, helping to set the standard for the quality, accuracy, and timeliness of the team's work. The ideal candidate is someone who takes pride in being a dependable team player, enjoys tackling challenging accounting issues, and is motivated by the opportunity to make a meaningful impact.

About Servbank:

Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service.

With the addition of Iroquois Federal, founded in 1883 and deeply rooted in Midwest communities, we combine over a century of relationship-based banking with innovative, technology-driven solutions.

We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.

Key Responsibilities:

• Lead by example, fostering a culture of accountability, collaboration, professionalism, and continuous improvement.
• Independently compile, analyze, and review financial information to prepare and record journal entries within the general ledger system, ensuring transactions are accurately documented and properly supported.
• Record, reconcile, and analyze the Bank's daily cash and investment activities, identifying variances and escalating concerns as appropriate.
• Prepare, review, and maintain account reconciliations, ensuring outstanding items are researched and resolved in a timely manner.
• Support the month-end and year-end close processes, including preparation and review of journal entries, reconciliations, schedules, and supporting documentation.
• Prepare a variety of daily, weekly, and monthly accounting schedules and reports with a high level of accuracy.
• Maintain and update departmental procedures, ensuring documentation remains current, accurate, and aligned with internal control requirements and standard procedure templates.
• Support internal and external audits by collecting, reviewing, validating, and organizing audit documentation and responding to auditor requests.
• Assist with the preparation and filing of regulatory reports, including but not limited to the FR 2900 Report, Call Report, and Y-9SP Report.
• Serve as a backup for the Accounts Payable function, including reviewing expense coding, processing vendor invoices and employee reimbursement requests, and ensuring compliance with company policies and procedures.
• Identify process inefficiencies and opportunities for improvement, recommend solutions, and support implementation of approved enhancements.
• Perform special projects, research assignments, and ad hoc financial analyses as requested by management.
• Collaborate effectively with internal departments and business partners to resolve accounting-related questions and issues.

Requirements

• Strong understanding of Generally Accepted Accounting Principles (GAAP) and accounting controls.
• Advanced analytical and problem-solving skills with attention to detail.
• Ability to independently prioritize workload, meet deadlines, and manage multiple responsibilities.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel and accounting software applications.
• Experience preparing account reconciliations, journal entries, and financial reporting schedules.
• Knowledge of banking operations, regulatory reporting, and financial institution accounting preferred.
• Ability to identify process improvement opportunities and contribute to operational efficiencies.

Education and Experience:

• Bachelor's degree in Accounting, Finance, or a related field required.
• Minimum of 5 years of accounting experience required; banking or financial services industry experience preferred.
• Experience with general ledger systems and financial reporting applications

EEO Statement:

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.